Drawing down on investments with OPB Advisor Michael Trklja, CFP®
Your pension is an incredibly important piece of the retirement equation, but if you’ve taken the time and effort to build other personal investments like RRSPs and TFSAs, you may be wondering when is the best time to start drawing income from other sources.
We’re streamlining beneficiary designations
In an effort to keep our members updated on relevant Plan changes, please note that effective April 1, 2020, the beneficiary categories of “refund recipient” and “payment recipient” will be consolidated into one category: designated beneficiary.
OPB News for Retired Members
Read about the best way to set New Year resolutions that you’ll succeed at, learn about the important changes coming to beneficiary designations this year, and get guidance on what to consider when drawing down on investments in retirement.
OPB News for MembersFeatures 4 articles
OPB News for Retired MembersFeatures 6 articles
Financial Literacy Month 2018
To help you strengthen your personal finance and pension knowledge, each week, we'll publish one new article with advice from our Client Service Advisors on various topics including: an introduction to financial literacy, pension literacy, goals, savings and debt and how they work together, and retirement planning.
To kick off the month, our first article examines the importance of understanding that pension literacy is an integral piece of your overall financial literacy.
Interested in learning more about financial literacy? Check out The Government of Canada's Financial Literacy Month page that includes some helpful resources and initiatives – visit Canada.ca to learn more.