4.4 Managing Financial Surprises

Not every surprise is planned – but your retirement plan can help you handle them. 

Whether it’s a job loss, a bonus, or a market downturn, knowing your options can reduce stress and help you make smart choices. 

This video covers three of the most common surprises and how to navigate them. 

  • Job loss or unemployment – pause contributions, don’t close your account 
  • Bonuses or windfalls – maximize RRSP tax deductions or TFSA flexibility 
  • Market downturns -why staying invested usually leads to better results 
  • How to focus on your Retirement Forecast instead of short-term balances 
Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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