Financial Check Up

Introducing the new ECU Financial Check Up

The Estonian Credit Union is committed to helping our members become financially knowledgeable and secure. That’s why we’ve introduced our new program, the Financial Check Up. The Check Up gives you the opportunity to sit down with a member of our team and go through a quick questionnaire, which covers all of your basic financial needs. It’s an opportunity for you to get a clear picture on your finances and your current financial plan.

Our Financial Check Up can be completed in person, over the phone or via Skype if needed, and it will only take 30 minutes or less! For some it is an opportunity to put a plan in place. It may be as simple as finding ways to save money, or understanding where your money goes, to finding ways to get more out of your investments or consolidating debt to make life more manageable.

The Financial Check Up is perfect for all ages. Whether you are in university and trying to figure out what to do with your money for the year, or you’re settled down with your family and trying to get a better picture of where you may have some gaps, the Financial Check Up is just a conversation to see what you have and understand what may benefit you. Every person’s financial situation is different, and we want to help make sure you have a plan in place that accurately reflects your life.

Book an Appointment

Reach out to us today to setup your appointment for your free Financial Check Up! Now is a great time to go through your first Financial Check Up and make the most out of your finances this year. Call or email us today to schedule your appointment! 416-465-4659 or info@estoniancu.com.

What else?

  • The Financial Check Up is a conversation to help you start thinking about your finances, it is not financial advising,
  • Expect the conversation to take 30 minutes or less,
  • The Financial Check Up provides you peace of mind, giving you the chance to reflect on your needs and objectives,
  • The conversation gives you the opportunity to ask about any ECU products and services, and provide your feedback,
  • The checkup can be done one-on-one or with members of your family, however you feel most comfortable,
  • Whether you’re a new member, or you’ve been with us for 60 years, the Financial Check Up is for you!

 

Get in Touch