Your Checklist

Leaving a job, whether by choice or due to an involuntary lay-off or shut-down, may mean a change in your current and ongoing personal and financial situation. We can help with strategies and advice for balancing your priorities, goals and obligations.

• Should I be seeking legal advice?
• What payments am I entitled to from my former employer and how can those payments be received?
• Am I entitled to receive Employment Insurance (EI)?
• What happens to my Group RRSP?
• What happens to my company pension?
• What happens to my group health and insurance benefits?
• What happens to my company stock options?
• Will I need to reconsider my investment plan?

Please contact Barbara Reid's Wealth Management Team in Hamilton, Ontario