Thinking About Retirement? Wondering if you should choose a Commuted Value Pension or Copycat Annuity? Ask a qualified FirstOntario advisor!
As someone retiring from GM, you have a range of options to choose from for your retirement income. Your individual circumstances and personal tax situation are important to consider when deciding which option is best for you.
We are a proud Unifor partner and offer the services of our highly qualified and experienced advisors to help you choose the best option based on your situation.
We’re pleased to offer an informational pension strategy video presentation.
In the presentation, we will provide a general overview, including different strategies and options that may work best for you and your family. You will hear from both insurance and investment specialists from Credential Securities and FirstOntario Insurance. This presentation is designed to provide helpful information and explain options; we will not be providing specific investment advice.
Watch: Strategies to Consider When Retiring with a Defined Benefit Pension Plan – Click here
Call us at 1-800-616-8878, extension 1700 or email investments@FirstOntario.com to book an appointment.