Graham Westmacott CFA

Portfolio Manager

Susan Daley CFA

Associate Portfolio Manager
  • T519.880.0888
  • 1.877.517.0888
  • F519.880.9997
  • The Marsland Centre
  • 20 Erb St. W,
    Suite 506
  • Waterloo, Ontario N2L 1T2

Leaving a Job with a Defined Benefit Pension Plan

March 7, 2018 - 0 comments

If you’re leaving a job that had a defined benefit pension plan, you’ll have to make a decision about what to do with that pension. The default route is to do nothing, and keep that pension with your current employer. But there are a number of other options available to you. Which one should you choose? Like everything that has to do with personal finance, it depends. There are a number of factors that will affect your decision such as your benefits, the type of investor you are, and the company your plan is with. I review these factors in more detail in my video below.


By: Susan Daley with 0 comments.
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