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.

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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

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Online tools

• Online calculators

  Kick start your planning with our free online calculators

• Financial planning inquiry

  Ask a question about savings or investments online

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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