Financial Planning

Everybody needs a financial plan. Let a Westminster Savings financial planner help you plan for your future.

  • We learn about you and your goals (and we might even suggest a few goals that you didn't think of). Remember: we're a credit union, so we make a point of understanding who you are and what you need.
  • We're experts in financial planning and strategies. That means that, not only can we identify what you need and want, we can help you get the most out of your finances with a tailored, practical financial plan.
  • We have access to the products and services your financial plan needs. From simple savings accounts to the most complicated annuities, from term deposits and RSPs to mutual funds (and everything in between), we can explain what you need and we can make sure that you're using it.
  • We help you stay on course. We'll monitor your financial plan with you, and work with you over time to review your goals, make changes to your plan where necessary, and make a new plan as your circumstances change.

Westminster Savings financial planning services

  • , RRIFs, RESPs
  • Mutual funds*
  • Retirement planning
  • Investment strategies
  • Tax planning
  • Home purchase savings plans
  • Education financing
  • Reverse mortgages
  • Group benefit plans
  • Will & estate planning
  • Income creation
  • Insurance
  • Debt management


 

A free personal financial assessment

A Westminster Savings Financial Planner will do a thorough analysis of your current situation and your future goals. They'll provide you with a free, confidential Better Balance Plan that will include:

  • A statement of your net worth
  • A statement of your cash flow
  • An analysis of your investments
  • Long-term projections
  • Recommendations from our Financial Planning experts

If you already have a financial plan let us do a free Better Balance Plan anyway, to make sure that you're on the right track.

How do you know if you need a financial planner?

You might need a financial plan if you're thinking (or worrying) about:

  • How to make more money on your investments
  • How to pay for your education (or someone else's education!)
  • How to prepare for retirement
  • How to get into more sophisticated investments, like mutual funds and annuities
  • How to pay less taxes
  • How to prepare for dying
  • How to manage your debt
  • How to finance a major purchase, like a house or a retirement property

And if you think that you should start thinking about these things, then you might need a financial plan.

Act Now! Speak to us about financial planning

Contact our Member Service Centre at 604-517-0100, visit a branch, or fill out an online, no-obligation form and we'll speak to you about what you need to start or improve your financial plan.

*Mutual funds are offered through Credential Asset Management Inc. and Mutual funds, financial planning and other securities are offered through Credential Securities Inc.
 

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Member Service Centre Hours

Monday to Friday 8 am - 8 pm


Saturday 9 am - 4 pm


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