Getting Started
Get Started in Three Simple Steps:
Step 1
Request your commutable pension value from your HR department
- Consider the timing. Lower interest rates mean higher payouts.
- The pension may be paid out in as many as three parts.
- The first tranche transfers to a locked in RRSP, the second to an RRSP and the third is taxable in the year received.
- We need these numbers.
- Scan your pension documents (we recommend the TurboScan app if you don't have access to a scanner. It scans documents directly to your phone).
- Upload your documents using the secure link below.
Step 2
Schedule a meeting
- Once your documents have been received we will contact you to book an appointment.
- For immediate assistance, please contact us.
