October 2016 - The Nortel pension wind-up for the Part I & II Managerial and Non-Negotiated Pension Plan is now in full swing. The following summarizes the status of the plan.

Option Packages

By now you should have received your option package from Morneau Shepell. It will include:

    - Choices available to settle your pension
    - 120 day deadline to make a decision (now postponed to January 31, 2017)
    - Default option if you don’t respond

Please contact Morneau Shepell at 877-392-2074 if you have not yet received your package.

Ryan Lamontagne Pension Decision Workshops

January 10th, 2017 is your last chance to attend a seminar to help you understand your options and facilitate the decision making process. Topics include income taxes, estate planning, case studies, cash flow implications and the process of the different options. Click-here to register

Individual Consultation

As well as having over 20 years experience, all three partners at Ryan Lamontagne Inc. spent 8 years as workshop instructors, providing hundreds of Charting Your Course (CYC) financial education and pension option seminars to Nortel Networks employees.

 

To book an appointment or for more information, please call 613-596-3353 or e-mail This email address is being protected from spambots. You need JavaScript enabled to view it.

Contact Us

We've been providing financial services to Ottawa Professionals, Small Business Owners and Families since 1994. Give us a call today to discuss your financial objectives. We'd love to hear from you!  (613) 596-3353.