Growing Families

Serving Surrey, Langley Vancouver and surrounding areas

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My Family is growing, what do I need to do?

  • A Family is having quality time on a sofa in their living room.

  • Who

    • Age 30 to 44
    • Starting to be established in career
    • Recently married/common-law relationship
    • May have children
    • Recently purchased first home

  • Priorities

    • Paying off mortgages
    • Establish an emergency fund
    • Staying on Budget (Download our app!)
    • Make a spending plan-short, medium and long term
    • Saving for children’s education
    • Saving for retirement
    • Taking care of the “What-ifs?”

                â—‹ Disability

                â—‹ Critical Illness

                â—‹ Premature Death

    • Make a will
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