Shawn Brayman President PlanPlus

Westminster Savings Credit Union (WSCU) has launched the PlanPlus Web Advisor for use in its branch network. PlanPlus Inc. provides the credit union with web-based calculators, complete financial planning software, training, and also hosts the application thereby creating a turnkey solution.

"Westminster Savings has provided a financial planning service to our members for several years using the desktop planning software from PlanPlus," said Kevin O''Rourke, AVP of Wealth Management at WSCU. "Recent surveys indicate WSCU members who deal with the credit union''s Financial Planners are substantially increasing the percentage of investable assets they hold with the credit union. We credit much of our success in this to the planning approach and service we have delivered with PlanPlus over the years. The new Web Advisor version is more streamlined and easier to use which will let us service more members more efficiently."

Westminster Savings has been serving its members since 1944 and has committed to helping them achieve their financial goals by providing them with a complete range of financial products and services. This commitment is maintained by continually improving the service and quality of products offered to WSCU members. PlanPlus plays a key role in this commitment by hosting web-based training sessions for WSCU advisory staff, enabling them to update their technical knowledge, accelerate the financial planning process, and pass on to their members state- of-the-art financial planning documents.

PlanPlus is proud to have been a partner in the WSCU success in the past, and excited about the opportunities moving forward, said Shawn Brayman, President of PlanPlus. WSCU is a perfect example of how financial services firms can provide quality financial planning and advice to the average Canadian not just cater to those with a high net worth. Web Advisor opens the door to a more integrated solution allowing more in-depth service in less time.

PlanPlus Inc. is a Canadian firm that provides wealth management and financial planning solutions based on their PlanPlus Web Advisor software to financial services firms worldwide. PlanPlus has users in North and South America, the Caribbean, Asia and Europe. Customers include banks, stock brokers/investment firms, insurance, credit union, mutual fund and financial planning firms. As well as professional software solutions, PlanPlus for Students is an educational planning package used by colleges, universities and professional associations teaching financial planning principals and skills in Canada and internationally. PlanPlus is a Canadian company established in 1990. It is privately owned and located in Lindsay, Ontario.

As one of Canadas largest credit unions, Westminster Savings is dedicated to providing full financial services to the residents of the Lower Mainland. WSCU has $1.3 billion in assets, 51,000 members and nine retail branches in New Westminster, Coquitlam, Port Coquitlam, Maple Ridge, Surrey, White Rock, and Langley with another location opening in 2006 in Cloverdale. In addition Westminster Savings has a full service Commercial Services branch and operates two subsidiaries, WS Leasing Ltd, and Westminster Savings Financial Planning Ltd.