Investment Planning

Accumulating and Managing Your Wealth

Rarely does a day go by without someone on the radio, in the newspaper, a co-worker or your neighbour offering you investment advice, a hot stock tip, a good mutual fund or doom and gloom!

Investing can be complex and is usually best handled with the help of a qualified investment advisor. Sticking to these basics can help:

• It’s your money, so first and foremost you should have realistic goals in mind
• Once a goal is established, monitor your investment performance. Although you should invest with a long-term, you should review performance at least annually
• Take corrective action to ensure that your investment growth stays on track with your plan. A qualified Financial Advisor can certainly help you with this step.

Winnipeg Police Credit Union offers user-friendly tools to help you with your investment decisions. Just click on “Life Events Planner” and go to the “Investment Planning” section, which includes easy-to-understand information, ideas ands calculators to help you. Using these tools and your assumptions, you can develop and investment plan that is focused on your goals. 

Or, you can contact our in-house Certified Finanical Planner, Barbara Dalzell, CFP, FMA at barbarab@policecu.mb.ca or by phone at 926-3141to help you get started on your personalized, achievable investment plan!