Planning and Advice

Major Purchases

Over the course of your life, you can expect to make several major purchases. Whether you're buying a car, purchasing a home, or even planning a vacation there are some standard guidelines you should follow when making any large purchase. From loans and mortgages, to long-term savings plans, Williams Lake and District Credit Union can help you with these life changing investments.


At Williams Lake and District Credit Union, we know how important an education is in today's world. We also know how expensive school can be. From saving and investing for your education, to applying for loans to help cover the cost of tuition or other expenses, there are a number of financial options available to help students of all ages.


Whether you're thinking about starting an RRSP, or planning a new budget around your pension or other income, there are some things you should know about your finances during retirement. Let us point out the options available to help you get the most out of your money in later life.

Tough Times

Unfortunately, most people go through financial difficulties at one time or another. Being prepared and aware of your financial options can make getting through these times easier financially as well as emotionally. At Williams Lake and District Credit Union, we've put together some useful information to help you through the difficult times so you can get back on your feet.

Estate Planning

Planning an estate isn't something exclusive to eccentric billionaires. Everyone should have some sort of estate plan in place to ensure their financial matters are resolved quickly and expediently, and their family and loved ones lose as little as possible to taxation.

Selling Your Home

When selling a home, it's best not to be in a hurry. While the timing of the sale may be important, more important is that your decision will meet the financial needs of you and your family in the years to come. We understand how difficult it can be to put your home on the market. The selling process can be lengthy and emotional, and if you are also looking to buy a new home at the same time, it's easy to feel overwhelmed.

Financial Literacy

Financial literacy is an important life skill that will assist you in managing your money and ensuring your financial security. Everyone can use a little help now and then. No matter what your level of financial literacy is, we are always happy to answer your questions. It is never too early, or too late, to expand your financial literacy toolkit!


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