Dreaming about retirement?
We’ll get you there.

There’s more to retirement planning than charting RRSP investments. At VCU Financial, we start by taking stock of where you’re at and where you want to go. Then we offer strategies and financial product options to protect and grow your wealth. This process includes:

• • Information gathering: age, family situation, income, liabilities, assets, investments, existing retirement savings/pension plans, retirement goals, etc.

  • Insurance assessment: we assess any existing insurance policies to ensure you and your family are adequately covered and consider how these needs will change as you get older.

  • Budget discussion: we’ll chat about your current financial situation and determine realistic contribution amounts and goals.

  • Investment options and recommendations: we’ll propose investment products that fit with your life and your goals.

  • Assess and adapt: Life is always changing, which means financial plans change, too. We’ll work with you when changes happen and help to get you back on course.

Ready to get future-ready?