Build It

Farm household wealth changes over time and your income is different each year.  It's a cyclical business and it's important to be able to adjust to conditions as things change.  Our Member Advisory Services team at PCCU can bring together knowledge and create a personalized plan to meet the unique needs and values of your farm family. 

A financial plan can help you:

  • Set goals based on your desired outcomes
  • Understand where your money is going (you may find you can re-direct some of your current spending into savings)
  • Learn about investments and which ones suite you
  • How to put investments to work
  • Pay down debt sooner
  • Prepare for different stages of your life
  • Get you ready for retirement by maximizing your savings
  • Help save you taxes

As a member of PCCU, you have access to a team of professionals who have dedicated their careers to helping people achieve their financial goals (no matter what the goal is). The sooner you get started, the sooner those goals will be met.  You can secure your financial future by having a plan. That plan starts with you picking up the phone to call us or by clicking here to meet with one of our specialists.

Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc. Member of the Canadian Investor Protection Fund. Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.

 

Find Branch/ATM

Enter address, postal code or branch name