connectFirst - Learning Centre

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financial futures.
Together.

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A guide for home buyers.

A guide to help you through the home buying process giving you confidence for this next big purchase.

Getting ready to move?

Let our moving checklist help ensure you don't miss any important steps along the way.

Tips for renewal.

Is your mortgage term coming up for renewal? We've got the best tips for you to make the best decision.

Tips for first-time home buyers.

Buying a house is a big decision. We share some things to consider as a first-time home buyer.

Interest rates & mortgage renewal

We share tips on how you can prepare for your mortgage renewal when interest rates are high.

Credit unions & home ownership

No matter where you are in the home-buying process, we've got your back.

A guide for home buyers.

A guide to help you through the home buying process giving you confidence for this next big purchase.

Getting ready to move?

Let our moving checklist help ensure you don't miss any important steps along the way.

Tips for renewal.

Is your mortgage term coming up for renewal? We've got the best tips for you to make the best decision.

Tips for first-time home buyers.

Buying a house is a big decision. We share some things to consider as a first-time home buyer.

Interest rates & mortgage renewal

We share tips on how you can prepare for your mortgage renewal when interest rates are high.

Credit unions & home ownership

No matter where you are in the home-buying process, we've got your back.

Term Deposits and GICs.

A guide to understanding Term Deposits / GICs and how they compare to other types of investments.

RRSP Basics

An RRSP is a special kind of investment account designed to help you save for retirement.

RRSP vs. TFSA

Find the right balance between a registered retirement savings plan and/or a tax free savings account.

Soaring interest rates.

Deposit rates are on the rise, here's how you can put your money to work for you.

Bull vs. Bear Market

We provide an overview between a bull and bear market and what the bear market means for us.

TFSA limits.

Take maximum advantage of tax‐sheltered growth potential, and also help you avoid over‐contribution penalties.

Investment Choices.

A quick overview of the securities you can choose for your Qtrade Direct Investing account.

RRSP Season Prep.

Four questions to ask yourself ahead of RRSP season.

Online Investing.

Interested in starting to invest online but not sure where to start?

Invest in RRSPs early.

The sooner you invest in RRSPs the better, so you can leverage the power of compounding.

Stock trading ideas.

Some tools and resources to help you identify, monitor, and evaluate specific stocks.

Investing habits to retire.

Five habits to help you successfully invest for retirement.

5 Things to Know about GICs

Learn about how you can save your money with less risk with a GIC.

Term Deposits and GICs.

A guide to understanding Term Deposits / GICs and how they compare to other types of investments.

RRSP Basics

An RRSP is a special kind of investment account designed to help you save for retirement.

RRSP vs. TFSA

Find the right balance between a registered retirement savings plan and/or a tax free savings account.

Soaring interest rates.

Deposit rates are on the rise, here's how you can put your money to work for you.

Bull vs. Bear Market

We provide an overview between a bull and bear market and what the bear market means for us.

TFSA limits.

Take maximum advantage of tax‐sheltered growth potential, and also help you avoid over‐contribution penalties.

Investment Choices.

A quick overview of the securities you can choose for your Qtrade Direct Investing account.

RRSP Season Prep.

Four questions to ask yourself ahead of RRSP season.

Online Investing.

Interested in starting to invest online but not sure where to start?

Invest in RRSPs early.

The sooner you invest in RRSPs the better, so you can leverage the power of compounding.

Stock trading ideas.

Some tools and resources to help you identify, monitor, and evaluate specific stocks.

Investing habits to retire.

Five habits to help you successfully invest for retirement.

5 Things to Know about GICs

Learn about how you can save your money with less risk with a GIC.

Budget Building Blocks

Homebuyer Tax Breaks

Budget Building Blocks

Homebuyer Tax Breaks

Stress free taxes

Here are five tips to making filing your taxes this year as stress free as possible.

Budgeting for millennials.

Because who needs another blasé article based on baby boomer habits?

2SLGBTQIA+ financial advice

Tips for the unique financial needs of 2SLGBTQIA+ people.

How to start saving.

That little bit of extra money squirrelled away is nice to have, no matter how much money you make.

Dealing with inflation.

Compared to last year, Albertans paid 7.1% more for essentials like gas, groceries, and utilities*.

Recession proof your life.

Some actionable tips to help you feel more financially confident, no matter what the future holds.

6 strategies for a stress-free summer

Don’t let money be a bummer this summer. Set yourself up for financial success and still enjoy the season.

Back to school budget for parents

Back to school can be an expensive time, so we're here with a guide to help you plan for all the upfront costs and other expenses throughout the year.

A Community Approach to Finance

Learn more about how Momentum is helping our communities.

Stress free taxes

Here are five tips to making filing your taxes this year as stress free as possible.

Budgeting for millennials.

Because who needs another blasé article based on baby boomer habits?

2SLGBTQIA+ financial advice

Tips for the unique financial needs of 2SLGBTQIA+ people.

How to start saving.

That little bit of extra money squirrelled away is nice to have, no matter how much money you make.

Dealing with inflation.

Compared to last year, Albertans paid 7.1% more for essentials like gas, groceries, and utilities*.

Recession proof your life.

Some actionable tips to help you feel more financially confident, no matter what the future holds.

6 strategies for a stress-free summer

Don’t let money be a bummer this summer. Set yourself up for financial success and still enjoy the season.

Back to school budget for parents

Back to school can be an expensive time, so we're here with a guide to help you plan for all the upfront costs and other expenses throughout the year.

A Community Approach to Finance

Learn more about how Momentum is helping our communities.

All about interest rates.

We're here to help you fully understand what’s happening with rates.

Paying back debt.

Pay down interest and principal to all of your debts might be running your budget off the rails.

Soaring interest rates.

If you carry debt, like many Albertans do, rising rates could increase your monthly payments.

What's up with these rates?

Wondering what you should do since the Bank of Canada has been raising its overnight lending rate?

All about interest rates.

We're here to help you fully understand what’s happening with rates.

Paying back debt.

Pay down interest and principal to all of your debts might be running your budget off the rails.

Soaring interest rates.

If you carry debt, like many Albertans do, rising rates could increase your monthly payments.

What's up with these rates?

Wondering what you should do since the Bank of Canada has been raising its overnight lending rate?

Building a business plan.

The scoop on what lenders are specifically looking for in business plans to approve a loan.

Support small businesses.

Meaningful ways to support local businesses so that we can build a more prosperous Alberta.

Work on your business.

Discover ways to overcome some challenges by working on your business, rather than just in it.

Investing excess cash.

Some questions to ask yourself before spending excess money from your business.

Make your money work.

Ways that you can keep your finances lean and agile for your company.

Planning for savings.

Making a plan to save money can unlock new opportunities for you and your business. Here’s how.

Don't have a business advisor?

Then you might want to read this.

Time to hire employees?

How to know when it's time and how to get started.

Credit Unions are Better for Business

And here are 5 reasons why.

Building a business plan.

The scoop on what lenders are specifically looking for in business plans to approve a loan.

Support small businesses.

Meaningful ways to support local businesses so that we can build a more prosperous Alberta.

Work on your business.

Discover ways to overcome some challenges by working on your business, rather than just in it.

Investing excess cash.

Some questions to ask yourself before spending excess money from your business.

Make your money work.

Ways that you can keep your finances lean and agile for your company.

Planning for savings.

Making a plan to save money can unlock new opportunities for you and your business. Here’s how.

Don't have a business advisor?

Then you might want to read this.

Time to hire employees?

How to know when it's time and how to get started.

Credit Unions are Better for Business

And here are 5 reasons why.

Crypto investment scams.

Fraudsters are posing as friends, family and others to offer fake investment opportunities to steal money.

Cyber attacks

Cyber attacks are becoming increasingly sophisticated. Here's how to protect yourself against them.

Common Holiday Scams

With the holiday season upon us, read up on how to keep yourself safe from scammers.

Crypto investment scams.

Fraudsters are posing as friends, family and others to offer fake investment opportunities to steal money.

Cyber attacks

Cyber attacks are becoming increasingly sophisticated. Here's how to protect yourself against them.

Common Holiday Scams

With the holiday season upon us, read up on how to keep yourself safe from scammers.

Careers at connectFirst.

Our teams can help!

An intent to merge.

Building bright
financial futures.
Together.

Home Ownership.

Wealth and Investing.

Managing Money.

Borrowing Money.

Operating a Business.

Protection and Security.

Careers at connectFirst.

Our teams can help!

An intent to merge.

Building bright financial futures.Together.

Home Ownership.

Wealth and Investing.

Managing Money.

Borrowing Money.

Operating a Business.

Protection and Security.

Building bright
financial futures.
Together.