Regardless of your age or stage, this session will bring together the pieces of your personal plan. We'll explore income sources including government, workplace pensions, and personal savings. Then we'll talk about how to manage risks in creating a retirement income strategy. Learn about the tools and resources to help you make decisions. Presented by Jon Satok, Senior Education Consultant, Sun Life.

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• Wellness Rewards Code: PTPF25. Are you new to Wellness Rewards? Learn more here.

Tahir Aziz, Associate Director, Pension Investments will lead Western’s annual report to plan members on behalf of the Joint Pension Board. Questions from plan members are prioritized in the session and may be submitted in advance as part of your registration, or by email to cara.bourdeau@uwo.ca. The update will also feature a special presentation by Academic Pension Board member and Ivey Business School Professor of Finance, Stephen R. Foerster based on his book Trailblazers, Heros, & Crooks: Stories to Make You a Smarter Investor. Steve uses storytelling to help every day investors connect with investment concepts. Attendees will be eligible to win one of two copies of Steve’s book.

All content will be presented between 12-1 pm.

Register and submit questions for the Western Pension Plans Annual Member Meeting (Review of 2025)
Wellness Rewards Code: ANM2026. New to Wellness Rewards?  Learn more here

This Sun Life webinar will focus on the five steps to boost your financial health. Topics include assessing your current situation, creating goals, making a budget, acting on your plan and keeping your finances healthy.

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• Wellness Rewards Code: 5STF11. Are you new to Wellness Rewards? Learn more here.

Learn how to manage market volatility and explore ways to protect your retirement income.

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• Wellness Rewards Code: BRRPF24. Are you new to Wellness Rewards? Learn more here.

Whether you are just starting out or thinking about retirement, learn how to build a financial roadmap that’s right for you, including ways to minimize taxes.

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• Wellness Rewards Code: RFRM12. Are you new to Wellness Rewards? Learn more here.

This session will focus on:

• providing for your loved ones
• the importance of beneficiary designations
• passing on your estate in a tax efficient manner

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• Wellness Rewards Code: E&TM17. Are you new to Wellness Rewards? Learn more here.

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.

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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