Individual Services

Analysis of issues and entitlements, private, personal consultation, with written reports and recommendations on:

- Financial and Retirement planning
- Pension benefits and retirement options
- Severance and early retirement provisions
- Entitlements on termination of employment
- Pension asset, RRSP, commuted value transfer analysis
- Interpretation of pension plan provisions
- Options on career event changes
- Interplan pension transfer cost benefit analysis
- Act as agent for individuals with Pension Corporation, Provincial and Federal regulators.