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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

Schedule a Consultation

Contact PRF today to see how our Pension-First Planning approach can benefit you.

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Let us ensure you receive the most out of your pension.

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