Financial planning

How do you plan a solid future, while creating a place to enjoy it? Good planning starts with doing more of it at Vancity. You may know about our sustainable RRSP options that offer competitive financial returns and invest in ways so we can all be better off in the future. What you may not know is that Vancity has professionals that can advise you on everything from saving for your child’s education to estate planning. Because if you’re like us, you want to build a future that matches your values.

Retirement planning

Funding a comfortable retirement can seem overwhelming. But with help from a Vancity retirement planning expert and a wealth of investment options to choose from, it’s easier than ever to reach your goal.

Education planning

Whether you're saving for your kids’ educational future, thinking about borrowing to pay for school, or submitting your first tax return as a student, learn how to get more out of your financial resources.

Estates, wills, and trusts

Enjoy peace of mind knowing that your affairs are in order and your family is taken care of in the event of your death. Learn more about what you need to do, and what our estate planning services can do for you.

Unexpected events

No one likes to anticipate divorce, unemployment, or disability, but chances are you'll experience one of these events in your lifetime. Plan ahead to meet these challenges with greater confidence.

Planning calculators

It's easier to plan when you have the facts and figures in front of you. Try these calculators to help you understand your financial situation better and plan for the future more effectively.