​Get closer to meeting your goals.

You can develop your own, tailor-made plan with us and achieve important financial goals.

GET ADVICE

​Get closer to meeting your goals.

You can develop your own, tailor-made plan with us and achieve important financial goals.

   GET ADVICE   

How we can help you

Pay off debt and grow your money 

Plan and transition into retirement

Make sure your family is set

Create wealth

Manage Debt and Implement a
​Savings Strategy

Many post-secondary students graduate with student loan debt and enter the workforce seeking a plan to pay it off. A discovery discussion with a Wealth professional is the first step to getting your finances on track. We understand you are unique; and, we commit the time to connect the dots between your current state and your future financial goals.

Speak to an advisor >

Growing your money is simple. Our Wealth advisors work with you to understand your dreams, and recommend an investment strategy and solutions to help you realize those dreams.

Create wealth

Manage Debt and Implement a Savings Strategy

Many post-secondary students graduate with student loan debt and enter the workforce seeking a plan to pay it off. A discovery discussion with a Wealth professional is the first step to getting your finances on track. We understand you are unique; and, we commit the time to connect the dots between your current state and your future financial goals.

Speak to an advisor >

Growing your money is simple. Our Wealth advisors work with you to understand your dreams, and recommend an investment strategy and solutions to help you realize those dreams.

Maximize retirement

Develop, Monitor, and Evolve a Retirement Plan

Whether you are in your 20s, or approaching retirement, we will help you create a personalized retirement plan to maximize your investments and to efficiently manage your debt.

Our Wealth advisors look at your whole financial picture, from debt and cash flow to investments and much more to ensure you're on the right path. Start your retirement on your own terms.

Seeking advice? Learn how to prepare for retirement >

Champion your family's future

Efficiently and Effectively Transfer Your Estate

Ensure your assets go where you want them to go. Through estate planning, a Wealth advisor will work with you to discover your estate transfer objectives and develop a strategy to:

  • simplify estate transfer between generations,
  • minimize the cost, effort, and time required to settle your estate, as well as, direct estate distribution as lump sum, distribution over time, or a combination of both,
  • provide a legacy for your children, grandchildren, or favourite charity 
  • Provide estate distribution instructions to protect against your predeceasing an incapacitated spouse

Champion your family's future

Efficiently and Effectively Transfer Your Estate

Ensure your assets go where you want them to go. Through estate planning, a Wealth advisor will work with you to discover your estate transfer objectives and develop a strategy to:

  • simplify estate transfer between generations,
  • minimize the cost, effort, and time required to settle your estate, as well as, direct estate distribution as lump sum, distribution over time, or a combination of both,
  • provide a legacy for your children, grandchildren, or favourite charity 
  • Provide estate distribution instructions to protect against your predeceasing an incapacitated spouse

Tools & Resources

Savings Growth Calculator

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Cash Flow Calculator 

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Budget Planner 

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Discover more

Be socially responsible

Invest your money in a way that gives back. Learn how to align your investments portfolio with corporate social responsibility.

LEARN MORE

Plan my estate

Create a legacy for the future. Ensure that your assets go exactly where you want and that they retain as much value as possible.

LEARN MORE

Plan for retirement

Enjoy the best years of your life. Learn more about preparing a retirement savings plan, insurance, and applying for a pension.

LEARN MORE

Be socially responsible

Invest your money in a way that gives back. Learn how to align your investments portfolio with corporate social responsibility.

LEARN MORE

Plan my estate

Create a legacy for the future. Ensure that your assets go exactly where you want and that they retain as much value as possible.

LEARN MORE

Plan for retirement

Enjoy the best years of your life. Learn more about preparing a retirement savings plan, insurance, and applying for a pension.

LEARN MORE

​​​​Let us help you get started

Become a SASCU member today and enjoy a better way of investing.

   JOIN US   

​​​​Let us help you get started

Become a SASCU member today and enjoy a better way of investing.

   JOIN US