Hey, OMERS pension plan holders
Hey, OMERS pension plan holders, are you planning to retire soon, but don’t have a clear understanding of where your retirement income is going to come from?
Do you want to know when to trigger your CPP and OAS?
Are you unsure about how to withdraw money from various types of accounts in the most tax-efficient manner?
Do you learn how to protect your retirement portfolio from a 20~30% drop in the stock market?
Finally, do you want to incorporate your OMERS pension plan into your family’s overall retirement plan?
If any of these apply to you, please join us in our 2-hour workshop specifically designed for OMERS pension plan holders. Click the link below to register for the ZOOM event.
What We’ll Discuss
- How OMERS pension benefits are calculated and what to expect at retirement.
- Optimal timing strategies for CPP and OAS based on your personal situation.
- Tax-efficient withdrawal sequencing: RRSP, TFSA, non-registered, and pension income.
- How to minimize taxes during retirement and avoid common tax traps.
- Strategies to protect your retirement portfolio from major market downturns.
- Coordinating OMERS with your family’s full financial picture.
- Real-life retirement case studies for OMERS members.
About The Speaker
Ahmed Mahiyan,
CFA, CFP (Canada, US), CMT, MFin
Lead Financial Planner, FIRE Financial Inc.
Ahmed has a decade of experience working at multiple Big 5 banks and independent wealth management firms.
Acting as your family’s CFO, Ahmed engineers tax-efficient income streams and manages portfolio risk, ensuring your wealth supports the lifestyle you desire. By delegating the heavy lifting of tax strategy and investment management, you gain the ultimate return: the clarity and confidence to enjoy the retirement you have earned.
Ahmed holds several professional designations: the Certified Financial Planner (CFP) in both Canada and the U.S., as well as the rigorous Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. He earned his master’s in finance from the University of Saskatchewan.
Why Attend?
- Gain a clear understanding of how much retirement income you will actually receive.
- Avoid costly timing mistakes with CPP, OAS, and OMERS.
- Learn actionable tax strategies to keep more of your money.
- Understand how to protect your portfolio during market volatility.
- Walk away with a structured retirement plan tailored to OMERS pension holders.
- Get expert insights and a step-by-step framework you can apply immediately.
Who Should Attend?
- OMERS pension plan holders planning to retire within the next 1 to 10 years.
- Anyone unsure about how their OMERS pension fits into their retirement income mix.
- Individuals wanting clarity on when to start CPP and OA.
- Those who want to reduce taxes and avoid withdrawing money in the wrong order.
- Couples who want to integrate both partners’ pensions and investments into one cohesive plan
- Anyone seeking confidence and a clear roadmap for their retirement transition.
Reserve Your Spot
Seats are limited to 100!
Don’t miss this essential session.
Make sure your family is protected, no matter what the future brings.