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Financial Blueprint

A Financial Blueprint helps you understand where you are and where you want to go. Knowing what your short and long term goals are, whether it's preparing for your child’s future education, planning for retirement, or buying your first home, we can help ensure that you are starting with a solid financial foundation.

Our process begins with understanding your personal goals and current financial situation. Then we will work with you to design your Blueprint and answer any questions you have along the way. Together we will execute your plan and monitor its progress to help you meet your objectives. Learn more about how your Financial Blueprint can help you manage your finances.

No matter what stage of life you are in, our team has the knowledge and expertise to help ensure your short and long term goals are realized. Contact us to start your Financial Blueprint.

Education

Graduation will be here sooner than you think. It’s never too early to start putting money aside for a child’s education. Let us help you explore the different options available to start saving for future education.

New Home

Buying a home is one of life’s biggest purchases, and receiving solid professional advice can help ensure the experience is smooth, and set you up for future success. Whether buying your first home, a second property, or more, let us guide  you in making the right decisions in having a mortgage that works for you and your Financial Blueprint.

Tax Savings

It’s rare that you will ever find someone complaining about having too much money. This makes looking into the tax saving opportunities available from plans such as RRSP’s and TFSA’s doubly important. A dollar saved in tax isn’t just a dollar more in your pocket; it’s a step closer to reaching your goals. Team up with a First Credit Union advisor and zero in on your tax savings potential today!


It’s never too early to start planning for your retirement. Receiving sound advice in helping you build a solid foundation to achieve a clear vision of your retirement future is our goal.


Future Dreams

Careful financial planning can make a big difference in reaching your future goals. Whether you are dreaming of starting a family, buying your first home, or traveling the world, First Credit Union wants to help create a Financial Blueprint that will best help you.


Estate Planning

It may end with a Will, but it probably shouldn’t start that way. Having a full discussion about your intentions, the options available, and the role the government and taxation has in the estate planning process should ideally be started years in advance. Not only could this serve to help ensure your wishes are realized, it can make things easier on your executor,  and provide peace of mind.


Ready to start your Financial Blueprint? Request an appointment today.

Let's get started! Contact us today to set up a time to review your Financial Blueprint and become one step closer to achieving your financial goals.


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Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA