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Financial Planning

  1. Wealth
  2. Wealth Protection
  3. Financial Planning

Maximize your financial potential.

Achieving your life's goals is within reach and starting with a plan today is the best way to get there. Whether you are preparing to buy a home, saving for your children’s education or planning your retirement, TCU Wealth Management and Aviso Wealth are here to help.

We take a personal, holistic approach to your financial planning by getting to know who you are and what your aspirations are for the future. We pride ourselves on building close and life-long relationships with our members.

Our financial planning process takes a big picture view of where you are now and what you may need in the future. Once we fully understand the picture of your financial horizon, we’ll work together to develop specific steps to see you achieve your desired financial state.
Financial planning at TCU Wealth Management and Aviso Wealth provides direction and meaning to your investment decisions. By viewing each financial decision as part of a whole, you’ll better understand the short and long-term effects of those decisions. A well-developed financial plan allows you to adapt more easily to life’s changes and feel more secure about keeping on track to meeting your personal goals.
Meet the Team

Ready to apply or have questions?

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.
Calculators

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

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

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

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.

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.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Qtrade Guided Portfolios is a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. 
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