We Do That.

CIC Financial Group has supported Dofasco employees with their financial planning with specialized knowledge and experience with all aspects of the Dofasco Pension plans. We’ve helped over 300 Dofasco employees transition to Retirement with practical advice and information regarding all the complexities of Retirement timing, planning and income. With a no charge informal meet & greet we will provide a one on one professional assessment of your financial position and retirement scenarios.

Click here for details on the December 2018 Dofasco & Friends Christmas Party


 
As a Dofasco employee or retiree, you will benefit from our expertise and experience on:

·       Fund 1
·       Fund 2
·       SRIP
·       SunLife DCPP
·       SunLife DPSP
·       Current year profit sharing
·      5/10 Service Vacation

·      Remaining vacation
·      Thanks a Ton Points
 

·      CPP and OAS
·      Personal RSP’s
·      Spousal RSP’s
·      TFSA’s
·      Regular Savings

Specialized Services for Dofasco Employees and Retirees at no charge

Pre-Retirement Retirement Date Post-Retirement
·       Focus on maximizing MVA, SRIP and annuity factors
·       Organize savings & RRSP’s for future income
·       Assist with budget & debt reduction
·       Tax planning incl. new income splitting rules
·       Income tax review of prior years for retroactive refund requests
·       Ensure wills and Powers of Attorney Incl. Power of Attorney for Personal Care (Living Will) are up to date
·      Provide personal consultation in home or office

·      Coordinate SRIP start-up & income tax deductions

·      Provide directions for fund transfers

·      Prepare all forms in advance for smooth income transition from payroll to pension

·      Prepare all CPP & Government forms

·       Income Tax Return prepared annually

·       Annual Private Christmas function

·       Regular updates and online access to your plans

·       Old Age Security (OAS) application

·       Personal reviews in home or office

·       Monitor tax and investment issues

How do I get started with CIC Financial?
Simply contact our office to arrange a free no-obligation consultation or email us at dofascoretirement@cicfinancial.ca