Financial Check-Up

TCU Financial Group can help you plan a budget that best fits your lifestyle. What are your goals? How can we help you achieve them? Whether it be a new home, a few renovations, maybe a new boat or sunny vacation, you name it. TCU can help you set smart financial goals for the short-term and a brighter future.

During our conversation we will work with you to get a better idea of your current financial situation. From there we will discuss your short and long term goals. Then we will look for opportunities to make your goals easier to achieve. This may include:

  • Budgeting - are your day to day finances on track to support your larger goals?
  • Fees - can we find any savings?
  • Current debt - can any outstanding debt be consolidated to lower interest costs or payments?
  • Investments - are all your investments performing as well as they could?
  • Wills - will all the people you care about most be well looked after?

Get started today! Book an appointment with one of our account managers and see how we can help you.

Our TCU Financial Group Experts recently met with CTV in Regina and Saskatoon to discuss financial literacy and how it can help you achieve your financial goals.