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  1. Wealth
  2. Wealth Protection
  3. Estate Planning

Estate Planning

Responsibly take care of future generations.

Ensure that your loved ones are cared for and protected with a comprehensive estate plan from TCU Wealth Management. It’s important to take the time now to safeguard your estate and pass along your financial achievements for future generations. We will work with you to develop a plan that matches your needs by identifying assets and properly preparing an estate plan that transfers your wealth to your loved ones before and after death.

A TCU Wealth Management Advisor will review your current financial situation, personal information, goals and objectives to determine what challenges may affect the transfer of your wealth. A well-crafted estate plan can make a significant impact on your estate tax obligations and ensures that your loved ones are set up for success. We consider your unique situation to develop a solution tailored to your specific needs.

Ready to apply or have questions?

Helping you achieve your financial goals.

The knowledgeable team of advisors at TCU Wealth Management bring expertise, sound judgment and a responsible approach to investing and protecting members’ wealth.

Guided by their inquiring, client-first perspective on establishing financial goals, our team will work closely with you to uncover the best path forward to meet your needs and priorities. They’ll explain investments and opportunities in plain language so you’ll be able to make informed decisions.

Investment Calculators

Our easy-to-use calculators can help you map out your retirement plan, set a savings budget, determine your retirement income and more.

We will help you achieve your unique financial goals with these solutions.

Term Deposits

Do you need to save for the long-term? We offer flexible cashable and non-redeemable term deposits options that grow your cash. Terms as short as one year are available.

Learn More

High Interest Savings Account

Earn high interest on your cash daily. Plus your deposits are fully guaranteed by Credit Union Deposit Guarantee Corporation.

Business Advice

Are you a business owner who needs help growing your business? Our local Business Solutions Team understands the challenges Saskatchewan businesses face and are here to help.

Qtrade Guided Portfolios

Digital advice from Qtrade Guided Portfolios is a simple and convenient online investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals.

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