Looking for personal help with your Pension Plan? Meet one-on-one with a Sun Life Education Consultant to address your questions and plan your financial future. Choose from:

• In-person meetings on-campus November 13-15 and 20-22, 2024 (registration opens mid-October)
• Virtual 1:1 meetings via phone or Zoom are available any business day 8 a.m. to 8 p.m.

Are you within 5-7 years of retirement? If so, it might be better to meet with a Retirement Consultant who can support your planning into and throughout your retirement.

• In-person meetings on-campus November 13-15 and 20-22, 2024.
• Virtual 1:1 meetings via phone or Zoom are available any business day 8 a.m. to 8 p.m.

Learn more and register for all options

November 13, 2024, from 12 p.m. to 1 p.m. - Virtual seminar

Are you having trouble getting started on your financial roadmap? This webinar will focus on the five steps to boost your financial health. Topics include:

• assessing your current situation
• creating goals
• making a budget
• keeping your finances healthy

This session is being delivered exclusively to Western employees. Content is newly updated!

Register now 

Questions about registration? Email Cara Bourdeau.

November 19, 20, and 27 – In-person workshops

• Tuesday, November 19, 2024, from 12:00 to 12:55 p.m. – in-person workshop
• Wednesday, November 20, 2024, from 12:00 to 12:55 p.m. – in-person workshop
• Wednesday, November 27, 2024, from 12:00 to 12:55 p.m. – in-person workshop

Did you know that 41 per cent of Canadians are financially stressed? In this interactive workshop led by members of Western’s Financial Wellness Lab you’ll discover the research happening at the Lab to understand and enhance the financial resilience of Canadian households. You will also learn how to apply the Lab’s key findings and practical tools to your own life. Each session is 50 minutes. Refreshments will be served!

Participants are encouraged to explore the Lab's Financial Fitness Evaluator tool ahead of the workshop.

Register now

This session is part of Sun Life’s Financial Wellness webinar series. It dives deep into retirement planning concepts including:

• Exploring retirement wellness
• Sources of retirement income
• Protecting your retirement savings, and
• Protecting yourself and loved ones in retirement

This session is best suited to plan members aged 50 or older.

Register now

November 14, 2024 from 6 to 7 p.m. – Virtual

This session is part of Sun Life’s Financial Wellness webinar series. It’s best suited for anyone who is interested in learning how to manage and avoid debt as part of their overall financial plan. The session looks at the types of debt, the cost of borrowing, understanding your credit rating as well as tips for getting out of debt. This session is in webinar format where participation is anonymous.

Register now

November 28, 2024 from 12 to 1 p.m. – Virtual seminar

Inflation can have various effects on our finances. In this webinar, we will discuss how to manage changes in your expenses, debt, savings, and investments when there are changes in inflation.

Presented by Steve Bridge of TELUS Health Learning

Register now

December 4, 2024, from 12 to 1 p.m. – Virtual seminar

Understanding debt is key to managing debt. In this webinar, you’ll learn how to assess your debt situation, we’ll discuss the factors that contribute to debt, and you’ll learn some key steps to debt management and reduction.

Presented by Steve Bridge of TELUS Health Learning

Register now

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.

View video now

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!

View video now

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.

View video now

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.

View video now 

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.

View video now

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