Financial Assessment

It feels good to be in shape. Whether you're climbing the toboggan hill with the kids or taking the stairs instead of the elevator — you're ready for anything.

It can feel just as good when you're financially fit. And just like your physical well-being, getting and staying fit requires a plan, commitment, and a little expert help along the way.

Assiniboine Credit Union's MoneyFit program is an easy way to get started. It's like having a personal trainer for your finances. You'll meet with one of our MoneyFit advisors for a free assessment to see where you're at. Next, your advisor helps to create a personalized action plan with simple steps you can use to take control of your money and achieve your financial goals.

You don't have to figure it all out on your own. We're here to help you understand your finances and ease the stress money worries can bring or to reassure you that you're on the right track! Either way, you'll feel happier and more confident knowing you're doing all you can to be financially fit.

Schedule a MoneyFit Assessment Expand/Collapse

By Phone

204.958.8588 or toll-free 1.877.958.8588. 

Monday to Friday, 8am – 8pm and Saturday, 9am – 4pm

By Email

Contact us any time at cu@assiniboine.mb.ca.

In Branch

Contact us at any branch to set up a financial assessment

Top 10 Ways MoneyFit Fits Your Financial Goals Expand/Collapse

A MoneyFit plan can help you no matter what your situation or life stage.

You can:

  1. Pay down credit card debt
  2. Own your home sooner
  3. Make sure your investments are working for you
  4. Take a vacation
  5. Save for your children's education
  6. Build an emergency fund
  7. Retire early
  8. Leave a legacy for your loved ones
  9. Give to your favourite charity
  10. Know where your money is going
 

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