We understand that your financial affairs are the farthest thing from your mind when you’re dealing with the death of a loved one. However, when you’re ready, there are some financial decisions that will need to be made.

Your Member Service Advisor can guide you through these decisions in a caring and supportive way. Here are some of the things you’ll discuss together:

• Do you need to seek legal advice?
• Are you acquiring money? If so, how will you invest it or how will you manage it?
• Do you have joint accounts that must be dealt with?
• Is there life insurance? What about loan and mortgage insurance?
• Who are the beneficiaries of RRSPs and RRIFs?

We have helped many members through similar circumstances and hope that you’ll turn to us for help when you need it.