have you contributed to
a pension at multiple jobs?
consolidate pensions In a few easy steps
step 1
Reach out to us using the contact form below.
step 2
We will send you a form to fill out asking you to list former employers and the approximate dates you worked there.
step 3
Once received, we will reach out via phone to make a plan to consolidate your savings into one account. For privacy reasons we cannot attain this identification digitally.
step 4
We will open a pension account at SunLife Canada or transfer your savings into an existing investment until you are ready to start spending it.
About
our company
People change jobs often. It’s difficult to bring your pension with you when you leave. But that’s your money….you earned and saved it. When you leave a job, do you know who monitors your savings? the fees you pay? the rates of return? do you get retirement advice?
Our mission is to offer dependable pension transfer services for our clients. We look after the complicated paper work and make it easy for you to get all your savings in one account.
IF you are contributing to a pension currently, and the fund allows contributions, we can transfer the money into that account. If you do not, then we will help you open an account at Sun Life Canada. Either way, you can better plan for your retirement when your savings are all in one place.
The fee depends on the number of employer pensions your are consolidating, the value of each and where the money is being transferred to.
A quote will be sent once these things are determined.
cost
Contact Us
Interested in working together?
Fill out some info and we will be in touch shortly. Let’s get your savings under one roof and ensure your retirement savings is in your hands.