Pension Transfers
We have extensive and detailed experience to guide you when it comes to pension transfers.
Many clients ask us: “Should I keep my pension at my former employer and collect a monthly pension income in the future OR should I transfer the commuted value to a Locked-In Retirement Account (LIRA) and/or into a RRSP?”
We usually answer this question by providing clients with several options and alternatives.
We have experience with Defined Contribution Plans like Group RRSPs at the major banks, and insurance companies.
We also have experience transferring pension monies from providers like DND, HOOPS, OMERS, Ontario Teachers' Pension Plan and many more.
Most importantly – Jodi has extensive knowledge of pension transfers and can help guide you through the sometimes very complex pension paperwork and its wording. We can even help you fill out the forms correctly and get it to the right department.
Ask Jodi for an appointment.
