Making a Savings Plan

It's easy to make a plan to save money. But without the proper knowledge and advice, you may find that your journey takes longer, has a few bumps along the way and in the end, you may find yourself in a different place than where you intended to go. We're ready to help you make a plan, and help you get where you want to go. Come in and talk to an ACU financial advisor. We'll sit down and together, make a three-step plan to start you on your way.

Step one: defining your goals

What's important to you, financially? What are your personal goals, your family goals? Are you considering your retirement? Want to save for a new home? Cut your income taxes? Maybe you're saving for a child's education, or just want to sock some money away in case of life changes. Your unique goals (together with your current financial state) will form the basis of our plan and motivate you to stick with it.

Step two: creating the plan

Let's talk planning. First and foremost, a plan needs to find a balance between your current financial picture and your long-term goals. We'll review your needs and lifestyle, talk about budgeting and how you use credit and incorporate some saving and investing strategies. Just remember that this plan is not etched in stone; we'll need to revisit it as your financial picture and your life change.

Step three: selecting the right financial products to help you save

OK, so we've set your goals and designed a plan to meet them. Now, to select the right mix of products such as savings, credit or investment, that will help you get to where you want to go. You might be interested in some of our investment options like GICs, TFSAs and RRSPs, all with deposits and interest that are 100% guaranteed without limit by the Deposit Guarantee Corporation of Manitoba.

So come on in, or give us a call. And remember, once you've started working your plan, check in with us now and then. We may just have some new ways that you can save.

 

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