Schedule a Session at the Edmonton Office

30-minute one-on-one sessions are available by appointment year-round at our Edmonton office in Windermere.

Please note that we are not able to offer any financial planning, financial advice or information related to Canada Pension Plan, Old Age Security or your company benefits.

To schedule a session, call us at 1-877-649-5277.

To prepare for your session:

• Review and update your personal, pension partner and beneficiary information by phone or in Your Pension Profile prior to your session and before running your pension estimate.
• Print a pension estimate that is no more than six months old. You can do this in Your Pension Profile using the Pension Projection Calculator (read “To get your pension estimate” below).
• Bring government photo identification (a driver’s licence, passport or Alberta ID card are ideal for this).

To get your pension estimate:

1. Log in to Your Pension Profile using the login button in the top right of this website.
2. Click on “Pension Projection Calculator” from the drop-down menu to launch the calculator.
3. After you run your pension estimate, click on “Print Statement” in the top right corner.

You will need to bring a printed copy of your estimate to your session.

If you are unable to access Your Pension Profile or run a pension estimate online, call us at 1-877-649-5277 and allow 4-5 weeks for mailing.

Schedule a Session at Locations Across Alberta

We travel to communities across the province to provide 30-minute one-on-one sessions in locations more convenient to some of our members. These schedules are typically announced in February and August. If you are interested in a session, book right away, because they can fill up quickly!

Please note that we are not able to offer any financial planning, financial advice or information related to Canada Pension Plan, Old Age Security or your company benefits.

To schedule a session:

• Call us at 1-877-649-5277, or
• Log in to Your Pension Profile. A calendar and registration tool will be available once sessions have been announced.

To prepare for your session:

• Update your personal, pension partner and beneficiary information with us prior to your session. You can do this by phone or in Your Pension Profile. This will ensure that you receive the most accurate information in your estimate.
• Bring government photo identification (a driver’s license, passport, or Alberta ID card are ideal for this).

Upcoming dates and locations:

Updated March 16, 2020: All dates have been cancelled. Anyone who booked a session will be contacted with an option to cancel or participate in a one-on-one session over the telephone.