Article posted February, 2011
Over 70 members and friends attended our Community Meeting on February 22nd and enjoyed excellent presentations on the CPP, OAS and GIS programs.
Fernanda Soukas of Service Canada gave an informative presentation describing the eligibility requirements and benefits available for these three programs.
Of note for those who are not yet taking their CPP there are a number of changes that will be implemented over the next five years that you need to be aware of.
This was followed by Roberta Colabufalo of Assante Wealth Management who gave a presentation on the many opportunities to ensure that you take full advantage of the benefits available in the most tax efficient manner.
BE INFORMED. This is probably the most important piece of advice coming out of the evening. There are no set answers to the many questions. Individual circumstances will determine the best course of action. Talk to Service Canada to find out what you are entitled to. You are also encouraged to talk to a Financial Adviser who will be able to provide advice specific to your individual needs and circumstances.
To view a copy of the Service Canada presentation
CLICK HEREto visit the Service Canada website where you will find information specifically for Seniors