際際滷

際際滷Share a Scribd company logo
Sheila and John S from Oakville have to make a
decision in a couple of years on whether to
take a company pension or commute the
pension to self-managed investments. While
fairly knowledgeable about the options, they
appreciated the time that I made to meet with
them in the company of a senior advisor who
has experience with similar clients. We
explored what retirement would look like, if
other employment would be necessary after
commutation to ensure the investments would
be sufficient for the long term, and other
factors to consider, including risk management
strategies. The decision is still pending but the
clients are relieved to know that I provide
professional advice.

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