Roberts Nash Advisory Group

Take the Pension or Commute the Value?

This is a question we are faced with regularly when helping our clients.  Many in Canada still have the connection to a Defined Benefit Pension Plan that is well funded and will provide great stability through retirement.  However, at retirement this choice of what to do with the asset is a real conversation to have.

Advisor.ca recently published as article that outlines all the decisions we make in our process with clients to reveal the best path for their personal situations. 

Full Article

 

 

 

** I have prepared this commentary to give you my thoughts on various investment alternatives and considerations which may be relevant to your portfolio. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. In expressing these opinions, I bring my best judgment and professional experience from the perspective of someone who surveys a broad range of investments. Therefore, this report should be viewed as a reflection of my informed opinions rather than analyses produced by the Research Department of National Bank Financial **

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