We'll show you how to simplify your RRSP and save time

Make investing automatic » A pre-authorized payment plan will direct a specified contribution amount from your account into your RRSP or a spousal plan on a regular basis. You will not have to find money at the last minute. Paying yourself first is always a great way to build your savings over the long term. An investment plan can be started with as little as $25 bi-weekly.

Limit your information intake » With the abundance of investing information available, it is easy to become overwhelmed having to sort through contradictory advice. The best option is to choose one reliable source, gather all your information and present it to a financial planner or investment advisor. They can answer your questions, and help you make confident investment decisions.

Outsource your taxes » Rather than go through the often complicated and in-depth process of filing your taxes each year, hire a qualified accountant to prepare your taxes and benefit from time saved, and a sharp eye for tax savings. Before RRSP season closes ask your accountant to determine how much you can contribute this year. After your taxes are filed, ask for an estimate for this tax year and get started saving early.

Know your options » Whether you’re looking for security, diversity or flexibility in your investments, The Credit Union offers a variety of investment options including savings accounts, term deposits, mutual funds and more. We can help you create the perfect investment strategy for your goals. Call our Member Assistance at 416-314-6772 or 1-888-516-6664 to arrange an appointment.