Skip Navigation

Contact Us

Shawn Pitre
Abby Foster
Niki Dunn
David Rawson
Jordan Dennis

Tel: 519-344-6872

Address
215 Christina Street N.
2nd Floor
Sarnia, ON
N7T 7J2
Map

Other Locations

1362 Lambton Mall Rd
Sarnia, Ontario
N7S 5A1

6 Ontario St
Grand Bend, Ontario
N0M 1T0



Commuted Value Cash or Guaranteed Monthly Pension –
Which is the Best Pension Option for You?

There are many lifestyle factors to consider, features to review and important decisions to be made regarding your retirement package. The paperwork can be overwhelming, it can be filled with a bunch of unfamiliar terms and jargon and you feel like you need a “decoder ring” to figure it all out. It can be a stressful process for many.
 
The Dennis-Rawson Wealth Advisory Group is here to educate you and simplfy your options so that you can make a confident and informed decision.

We analyze your retirement package through a Transition Analysis. The results of this analysis will advise you what rate of return you need to obtain on the Commuted Value Cash Option in order to mimic the Guaranteed Monthly Pension option. This is an essential step for you to understanding which option makes sense for you.
 
A thorough review of the pros and cons is discussed. Will you maintain your health benefits if you chose the commuted value? Are you married or single? What will happen to each option upon your death, how are your loved ones impacted? Is it important to guarantee a part of your income? Is their health and longevity in your family history? What do does your spending in retirement look like? And much more....
 
Only now can we make a recommendation that makes sense for you.

CLICK BELOW TO LEARN MORE:

DEALING WITH EMPLOYMENT TRANSITIONS

DEFINED BENEFIT PENSION PLAN: YOUR TERMINATION OPTIONS                                                         

RETIREMENT ALLOWANCE: THE SILVER LINING TO YOUR RRSP

THE IMPACT OF SEQUENCING OF RETURNS ON YOUR RETIREMENT PORTFOLIO

PROTECTING BABY BOOMERS FROM INCREASED RISK



 
-  Creating Dependable Income Today, Tommorrow, Together -