Have you recently left your job? What was your experience? Were you bogged down in human resources paperwork that seemed to be never-ending and not something you wanted to tackle?
One of the services I provide is the ability to dive through the paperwork and get it completed for you. You may ask, why would I do that? The answer is simple; because I enjoy helping others understand the financial world and all that it involves.
There are normally two sides to the paperwork when you leave a corporation: the investment side and the insurance side. The investment side normally will cover your group RRSP plan, your stock options and your employee stock ownership plan as well as any non-registered or tax-free savings account options you may have chosen when you enrolled in the plan.
The insurance side will cover your personal health insurance benefits such as dental, prescription drugs and life insurance, as well as many other benefits you might have opted for. In this three-part series, I’ll outline the benefits of dealing with the paperwork for both the insurance and investment sides in a timely manner. I’ll also give you a few tips and tricks to ensure you are taking full advantage of all the options available to you.