Auto Worker Retiring
From GM, Toyota, or Ford?
Have us assess your pension’s commuted value and get a second opinion from our pension experts, no charge to you!
Want to meet with pension and retirement experts?
We’re hosting free pension seminar events for you to meet with our pension and retirement planning experts!
If you’re planning to retire soon and considering the commuted value option, you need to attend this free special seminar event.
✓ Hear pension and retirement strategies from a Certified Financial Planner
✓ Assess your commuted value
✓ Have your pension and retirement questions answered
What's covered in our seminar
The Copycat annuity that moves your Pension out of your employer into a Canadian Insurer
Why the current historic low bond rate makes this the best time to retire
How to potentially receive bonus surplus cash on top of your pension
Your commuted value of your Pension which moves the capital into your hands
Create a Legacy for your kids by using a sliver of your Pension income
Why tax planning is important for a happy retirement
Bring your pension statement for a free evaluation and suggestions on your best options.
-UPCOMING SEMINAR EVENTS:
Tuesday Sept 22 – Ingersoll Golf Club – 12-6pm (CAMI)
Tuesday Sept 29 – Kitchener Inn & Suites 12-6pm (TOYOTA)
Tuesday October 6th – Ingersoll Golf Club – 12-6pm (CAMI)
Presenter:Bruce Youngblud, Certified Financial Planner
I attended Bruce’s seminar and decided to work with him on the transfer of my pension to a copycat annuity with Desjardins. I am entirely happy with the results and pleased with the level of service offered by Bruce and his office staff.
Bruce helped me transition from employment to retirement. He has managed all my money for 7 years and I’m very happy with the results and the service.
Bruce has been my Big Brother for over 8 years. We hang out, have beers and go to games mostly. Big Brothers has been a great experience for me and my family. I’m now in 4th year honours history at Mac. I love discussing history with Bruce.
Building Successful Clients Since 1995
Over 20 years financial planning experience
We work collaboratively with our clients to tailor needs-based solutions
Your trusted advisor
PROUD MEMBERS OF
Recent Auto Worker Layoffs In The News
Companies pay into pension plans so employees can have an income in retirement. In the 1990s the government allowed GM & Stelco to stop contributing to their pension plans because they were “too big to fail”. You know how that worked out. Ontario is again allowing companies to defer payments into pensions. Starting earlier this […]
When markets tanked in March of this year, pension plans also suffered as they tend to invest in stocks (aka companies). You can imagine the if the stock price tanked, the total value of the pension plan also suffered. Let create an example: Your pension plan holds $1 thousand. That is 100% fully funded. If […]
The Canadian Institute of Actuaries (CIA) has stated that revised standards for pension plan commuted values will come into effect December 1, 2020. On that date, the calculation used by administrators will change. This change was mentioned in their latest memo (.PDF) as of July 20, 2020. The revisions affect Section 3500 of its Standards […]