Whether you are just starting out or thinking about retirement, learn how to build a financial roadmap, including ways to minimize taxes.

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The focus of this webinar is to introduce you to retirement planning. How much will retirement cost? Where will the money come from?

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Learn more about how to navigate your investments and stay on track with your saving goals even during uncertain times.

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While thinking about your estate planning, an important aspect to consider is taxation.

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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.

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Are you starting to think about your retirement from Western and wondering what steps are needed to transition from working to retirement? Hosted by Bekki Ollson from Western Human Resources, this session will cover:

• Support from Western
• Providing written notice
• Information on benefits
• Retirement planning support from Sun Life
• The Sun Life Retirement & Savings Plan for Western Retirees
• Additional resources
• Western Retiree Chapter

This webinar is exclusively for Western Pension Plan members and covers a variety of topics including:

• sources of retirement income
• overview of the design of your Western Pension Plan
• investment options
• strategies to determine appropriate asset allocation

We’ll also review the various Sun Life tools and resources that are accessible to Western members via phone, mobile app or online. Be sure to attend to learn how you can make the most of the plan and achieve your financial goals!

A new webinar available to Western Pension Plan members, this session is suited for members age 50 and older who want to weigh their options for retirement. The webinar includes:

• retirement wellness and lifestyles
• how much income is needed to support individual retirement lifestyles
• retirement income sources
• retirement risks and potential income sources to mitigate risks
• a retirement case study
• tools to create your retirement income roadmap

You’ll also learn more about the ongoing support and resources available through Sun Life to ensure your retirement plan is on track!