What we do
Our goal is to provide our clients with both professional advice and quality service across a number of important areas:
Where are you now?
Unique pre-retirement seminar expertise
Since 1996, RocheBanyan advisors have been delivering the pension and financial portion of the pre-retirement seminars offered by The Retirement Planning Institute (RPI). Find out more
The Retirement Planning Institute is the largest provider of pre-retirement seminars to the Federal Public Service and other public sector employers.
Contact us now if you want to review your pension plan options or your retirement plans
Extensive pension portability expertise
Over the years, with its broad exposure to a multitude of individual pension situations, RocheBanyan has developed an expertise in dealing with pension portability issues arising when an individual changes employer. These pension portability issues are complex from both a pension and tax perspective because they are unique to each individual situation along with the possible combination of pension plans that are involved.
If you are considering a change in employment, it is important to assess the implications of this change on your ultimate pension entitlements. It is best to be informed before or immediately after the change in employment to ensure that you maximize your pension entitlements and do not miss any time sensitive opportunities.
Contact us now if you want to assess your pension plan options or implications.
Financial planning in retirement
After a lifetime of working and saving, you’ll want to know that your money is working as hard as possible to generate the level of income you need, whilst maintaining a risk profile you are comfortable to follow.
RocheBanyan advisors will continue to work with you at this special time of your life to ensure your plans remain on track, utilizing our wealth of investment and financial planning expertise.
Contact us now if you want to review your financial plans and investment strategy.
Professional actuarial / Pension expertise
To support our pension plan advice, RocheBanyan advisors have direct access to the expertise of the pension and actuarial consulting firm of Welton Parent Inc.
Welton Parent Inc. expertise is particularly strong with respect to the Public Service Superannuation Act (PSSA). The PSSA is the legislation enabling the pension plan for Federal Public servants.
Contact us now if you want to review your pension plan options or retirement plans.
Unique pre-retirement seminar expertise
Since 1996, RocheBanyan advisors have been delivering the pension and financial portion of the pre-retirement seminars offered by The Retirement Planning Institute (RPI). Find out more
The Retirement Planning Institute is the largest provider of pre-retirement seminars to the Federal Public Service and other public sector employers.
Contact us now if you want to review your pension plan options or your retirement plans
Extensive pension portability expertise
Over the years, with its broad exposure to a multitude of individual pension situations, RocheBanyan has developed an expertise in dealing with pension portability issues arising when an individual changes employer. These pension portability issues are complex from both a pension and tax perspective because they are unique to each individual situation along with the possible combination of pension plans that are involved.
If you are considering a change in employment, it is important to assess the implications of this change on your ultimate pension entitlements. It is best to be informed before or immediately after the change in employment to ensure that you maximize your pension entitlements and do not miss any time sensitive opportunities.
Contact us now if you want to assess your pension plan options or implications.
Financial planning in retirement
After a lifetime of working and saving, you’ll want to know that your money is working as hard as possible to generate the level of income you need, whilst maintaining a risk profile you are comfortable to follow.
RocheBanyan advisors will continue to work with you at this special time of your life to ensure your plans remain on track, utilizing our wealth of investment and financial planning expertise.
Contact us now if you want to review your financial plans and investment strategy.
Professional actuarial / Pension expertise
To support our pension plan advice, RocheBanyan advisors have direct access to the expertise of the pension and actuarial consulting firm of Welton Parent Inc.
Welton Parent Inc. expertise is particularly strong with respect to the Public Service Superannuation Act (PSSA). The PSSA is the legislation enabling the pension plan for Federal Public servants.
Contact us now if you want to review your pension plan options or retirement plans.
