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View pension plan balances and investment mix and choose your investments. [ LOGIN]
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Salary ranges, pay schedules and related information. [ LOGIN]
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Western Financial
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Pension Workshops and Planning Tools
Choose a workshop based on your life stage: 
Early career 
Mid-career 
Late career
Thanks for participating in Financial Literacy Month
Thanks to the many who took part in November - Financial Literacy Month which included:
- Personal 1:1 Consultations with Sun Life
- ABCs of Consumer Debt
- 5 steps to boost your financial health
- Building Resilience: Practical strategies for financial well-being
- Living Your Retirement Plan
- Understanding Credit and Debt
- Inflation and Managing your Finances
Watch for more special workshops and activities in February and March 2025, including the annual meeting for Pension Plan Members.
Sun Life is ready to provide you with personal support in managing your account. Learn how to get the support you need.
On-demand Videos
Looking for some quick help on your Pension Plan, choosing and balancing investments, and planning for retirement? These focussed Sun Life videos are a great way to learn a lot in a short time!
Understanding the Value of your Western Pension Plan (10 mins)
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.
Choosing Your Investments in the Western Pension Plan (11 mins)
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!
Rebalancing your Pension Plan Investment Mix (12 mins)
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
Investing: The Essentials (11 mins)
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.
Becoming Retirement Ready: Part 1- Assessing your Retirement Readiness (17 mins)
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.
Becoming Retirement Ready: Part 2 - Planning for Retirement Risks (13 mins)
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.
Becoming Retirement Ready: Part 3 - Living your Retirement Plan (12 mins)
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.
Other Learning Opportunities
Learning how to make sound financial decisions and preparing to take action can take a bit of time, but that investment of time can pay dividends for you and your family. We've gathered some of the best resources and planning tools from our Pension and Benefit providers, and from great outside sources as well. Visit our Financial Resources webpage to get started!
Watch this page for special programs, workshops and consultations that happen throughout the year. Each February/March for instance, you are invited to take part in special pension related workshops and to come to the Annual Meeting for Pension Plan members.
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