Sun Life Consultants will be on campus November 9-10, 12-13 and 16-19, 2026. A Senior Education Consultant can help members of all ages navigate their plan while a Retirement Consultant can support members within five years of retirement.
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This webinar offers an introduction to the fundamentals of investing. Using the investment options in the Western Pension Plan, we'll focus on how to build a diversified portfolio to help meet your personal savings and retirement goals. We'll also explore some tools to help you. Led by Sun Life exclusively for Western.

• Facilitator: Paul Litt, Senior Education Consultant, Sun Life
• Register now
• Wellness Rewards Code: INVEST2026

New to Western’s Wellness Rewards program? Learn more here.

Learn practical strategies to manage financial anxiety, reduce expenses, manage debt, and build financial resilience. Through actionable tips and mindset shifts, participants will gain the confidence and tools needed to navigate financial challenges and work toward a more secure future. Led by TELUS Health exclusively for Western.

• Facilitator: Russell Sawatsky, TELUS Health
• Register now
• Wellness Rewards Code: $$ONMIND

New to Western’s Wellness Rewards program? Learn more here.

Each family structure has unique needs and financial planning can be complex. Join us as we discuss potential pitfalls and the importance of tailoring a financial roadmap to your unique situation.

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• Wellness Rewards Code: FAMILY2026

New to Western’s Wellness Rewards program? Learn more here.

Planning for retirement? Join us for this webinar that breaks down Canada’s key retirement programs: the Canada Pension Plan (CPP), Quebec Pension Plan (QPP), Old Age Security (OAS), and Guaranteed Income Supplement (GIS). This session will help give you the knowledge and tools to make informed decisions and build a stronger financial future.

• Register now
• Wellness Rewards Code: RETIRE2026

New to Western’s Wellness Rewards program? Learn more here.

This webinar will focus on the five steps to boost your financial health. Topics include assessing your current situation, creating goals, making a budget, acting on your plan and keeping your finances healthy.

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• Wellness Rewards Code: BOOST2026 

New to Western’s Wellness Rewards program? Learn more here.

Are you juggling the responsibilities of caring for aging parents while supporting your own children? You’re not alone - the sandwich generation faces unique financial and emotional pressures. Join us to learn how to navigate the complex financial landscape of the sandwich generation while making informed decisions about inheritances and estate planning.

• Register now
• Wellness Rewards Code: GEN2026

New to Western’s Wellness Rewards program? Learn more here.

Helpful for all (10 min)

This video discusses saving for your future and the tools and services available to support that goal. Topics include sources of retirement income (government, employer pension, personal savings), examines key features of your Western pension plan, and points you to tools, resources and Customer Care options to help you get answers to your questions.

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Designed for those in early or mid-career (11 min)

The video offers a good overview of how to save for your future and the tools and services available to support that goal. It will cover sources of retirement income and give you a closer look at Western’s Pension Plan and how to get the most from it. It will also show you the impact of starting early!

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Helpful for all

Rebalancing the asset mix in your account is a recommended way to help manage risk. This session, recorded by the Western Pension Board's investment consultants at Mercer Canada, will help you understand what it means to rebalance and how you can do it in your Sun Life account.

View video on Rebalancing Your Western Pension Plan - updated October 2023
View French language version on Rebalancing

Helpful for all (11 min)

This recorded session reviews investment fundamentals around market volatility. It can help you understand your comfort with risk, help you focus on your end game, and diversify to help protect your investments. It can also show you resources and services available when you need information and advice.

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Designed for those in mid or late career (17 min)

Part 1 of this series has a focus on the six to fifteen years prior to retirement, planning for your desired retirement lifestyle, reviewing expenses and creating a budget. You'll examine government sources of income, types of pension and savings plans, and vehicles for converting savings to income such as LIF/RIFs, annuities, etc.

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Designed for those in mid or late career (13 min)

Part 2 focuses on the 10 years prior to retirement, covering risks (longevity, inflation, market downturns, unexpected events), the income options to mitigate those risks, and the features of each. Government benefits will also be explained as well as steps to take to plan for lifetime expenses and income.

With a focus on the Sun Life Retirement & Savings Plan for Western Retirees, this video uses a case study to convey possible income sources, available accounts (such as RIF/LIF, RRSP, etc), provides information about fees, sources of government income, and reviews the supports available to help you with your plan.

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Designed for those in late career (12 min)

With a focus on the Sun Life Retirement & Savings Plan for Western Retirees, this video uses a case study to convey possible income sources, available accounts (such as RIF/LIF, RRSP, etc), provides information about fees, sources of government income, and reviews the supports available to help you with your plan.

View video now