Planning and Advice
Everybody needs a financial plan
Sometimes the plan can be simple: saving for a holiday, or budgeting for regular monthly expenses.
But as we think about our future we realize that our financial plan needs to grow to meet our increasingly complex goals.
That's where Westminster Savings can help.
Planning & advice services
Advice in person
Speak to an employee about your options at one of our branches
Help on the phone
Phone our Member Service Centre agents for convenient advice
Financial planning
Get sound advice about investing, retirement and estate planning
Investment options
We have savings and investment options for any type of person
Financial planning team
Speak to one of our certified Financial Planners
Online tools
Online calculators
Kick start your planning with our free online calculators
Financial planning inquiry
Ask a question about savings or investments online
Online advice
Going to school
Geting an education requires good financial planning
Taking a vacation
Save and plan for that special getaway
Buying a car
Good planning will help protect this major purchase
Buying a home
Advice about this important personal and financial decision
Selling your home
Don't let the lengthy and emotional decision overwhelm you
Retiring
The best time to start planning for your retirement is right now
Estate planning
Everyone should have some sort of estate plan in place
Unexpected events
Being aware of your options can make getting through tough times easier
Contact us