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.
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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