Looking for personal help with your Western 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 10, 13, 14, 17, 19 and 20
• 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 and ready for planning support? 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 12-14 and 18-20
• 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

Thursday, November 13, 2025, from 12 to 1 p.m. - Virtual seminar

This seminar 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

Be sure to attend to learn how you can make the most of the plan and achieve your financial goals!

Speaker: Andrea Ruttan, Senior Education Consultant, Sun Life
Wellness Rewards Code: VAUN13 - Are you new to Wellness Rewards? Learn more here.

Register now

Wednesday, November 19, from 12 to 1 p.m. – Virtual seminar

Moving to a new country is an exciting opportunity, but also a great challenge. There’s a lot to learn and adapt to. This presentation offers high level financial essentials relevant to living in Canada. Join to learn about: banking and credit; budgeting and debt management; taxation and investment products; financial protection.

Speaker: Andrea Ruttan, Senior Education Consultant, Sun Life
Wellness Rewards Code: NEWN19 - Are you new to Wellness Rewards? Learn more here.

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Sun Life cyber security expert Bianca Stevens demystifies cyber breaches, why hackers are interested in your data, threats, and the practical things you can do to protect yourself. Bianca will cover the latest in cybersecurity threats facing your professional and personal life and you'll learn ways to sharpen your cybersecurity toolkit.

Speaker: Bianca Stevens, Director of Security Awareness & Training, Sun Life
Rewards Code: CYBERN20 - Are you new to Wellness Rewards? Learn more here.

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December 3, 2025, from 12 to 1 p.m. OR 3 to 4 p.m. – In person, Weldon Library

Are you starting to think about your retirement from Western and wondering what steps are needed to transition from working at Western to retirement? Hosted by Bekki Ollson from Western Human Resources, this session will cover the practical details, including providing notice, support from Western and Sun Life, benefits, and more!

Register for 12 p.m. session December 3
Register for 3 p.m. session December 3

Sun Life’s Market Volatility Hub has resources to help you understand and respond to news headlines and market fluctuations.

Explore as you wish: Market Volatility | Sun Life Canada

If you would like assistance with your account, connect with Sun Life.

Sun Life’s Cybersecurity Hub offers tools, alerts and resources to help you protect your data – and your peace of mind.

Explore the Cybersecurity Hub

Tuesday, November 4,  from 3 to 4 p.m. - Virtual seminar

Money may not buy happiness, but your relationship with it can affect your health. Join us to explore the connection.

Rewards code: H&WN4  -  Are you new to Wellness Rewards?  Learn more here.

Register now

Tuesday, November 18, from 12 to 1 p.m. – Virtual seminar

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.

Wellness Rewards Code: MFAN18- Are you new to Wellness Rewards? Learn more here.

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Ever wondered what retirement is really like? Join this panel discussion as we walk through some of the top questions, concerns, and surprises that retirement can bring.

Rewards Code: MOSTD9 - Are you new to Wellness Rewards? Learn more here.

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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.

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!

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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