Pension Planning

Employer Pensions - LIRA

A Locked In Retirement Account (LIRA) usually comes about due to a career and employer change. Accumulated funds from a former employer pension plan can in general be transferred out of the plan and into your own self-directed LIRA. LIRAs are subject to the terms of the former employer plan and the laws of the province the benefits were earned in. Before making any decisions about these types of funds, please make arrangements to discuss this important financial cross road with myself. Our branch has specific expertise with the employer plans of local firms including: Syncrude, Suncor, Shell Albian, CNRL, The Municipality, and LAPP.

Company Pension and Savings Plans Expertise

I have a broad knowledge and direct access to expertise concerning the pensions, savings plans, and options available to employees of Syncrude, Suncor, Shell Albian, CNRL, the Municipality and others local to the region, developed over the past 20 plus years.

Whether you are a new hire trying to understand the plans and options on sign-up, a mid-career person wanting to review and verify the impact of your current choices, or nearing retirement and want to fully understand the selections available to you, we have the expertise to guide you in these decisions.