Financial planning can help you get the most out of your money and reach your goals after you retire. Need help? Find financial planning basics below, and information on OMERS-related issues including tax and your OMERS pension, and survivor benefits.
Learn the basics of financial planning and where you stand, so you can find a financial plan that works for you.
Learn about financial planning
Find out how to create a budget – the cornerstone of any financial plan.
Learn how to create a budget
The federal government has several retirement benefit programs, including CPP, OAS, GIS, and the Allowance.
Learn about government benefits
Find out how tax credits and deductions can help maximize your money.
Learn about taxes and your pension
Retired couples can reduce their overall taxes by splitting their pension income.
Learn about pension income splitting
Find out how your OMERS survivor benefits fit into the estate planning process.
Learn about estate planning