Changing Jobs? Retiring?

You need to give your pension some attention during periods of transition.

Why?

When you leave your job, you’ll have decisions to make about your pension. And you might be pleasantly surprised by what’s possible!

• Early Access: You might be able to access your pension earlier than expected. The downside? You’ll need to plan ahead to manage taxes. Your advisor at Addington Financial can help.

• Take Control: You might have limited control—or even no control—over how your pension funds are invested. After leaving your employer, you can transfer pension funds into a dedicated account in which you make the investment decisions. Work with your advisor at Addington Financial to select from a wide range of investment products offered by Canada’s largest money managers.

• Inheritance / Estate Planning: Your pension plan might restrict the benefits available to your spouse after you pass away. There might also be limits on what, if anything, will be available to your children. Your advisor at Addington Financial can explain whether you’re entitled to more flexibility, allowing you to achieve your estate planning goals.

We understand that pension planning can be overwhelming and confusing. At Addington Financial, we are committed to helping you understand your pension and plan for retirement. Our team has years of experience in pension planning and can provide advice and guidance that will give you the peace of mind that you need.

Contact us today—let’s discuss how Addington Financial can be of service. Just mention your pension!