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


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