Retirement & Pension Planning
At PRF, we provide specialized financial planning and investment advice tailored for members of Defined Benefit (DB) Pension Plans. Including:
-
Public Service Pension plan
-
OMERS (Ontario Municipal Employees' Retirement System)
-
Ontario Teachers’ Pension Plan
-
HOOPP (Healthcare of Ontario Pension Plan)
-
RCMP Pension Plan
WHY PENSION-SPECIFIC PLANNING MATTERS
Technical expertise is essential to maximize your financial well-being. Standardized industry practices fail to account for the complexities of DB pensions, leading to missed opportunities. Unlike large institutions and general financial advisors, Penney-Reid Financial employees specialize in pension-specific planning, ensuring maximum wealth creation.
HOW PRF CAN HELP
-
Personalized pension-first planning to ensure maximum benefit from your DB plan
-
Investment strategies to complement your DB plan
-
Risk management & tax-efficient withdrawal planning