Retirement planning

You’ve done so much to support our country’s future by working in education. You deserve support for your future, too—as you prepare for retirement and enjoy the journey. We’re here for that.

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Download the ultimate retirement planning resource bundle for Canadian education workers

We’ve packaged up our best retirement planning resources to
help you get retirement ready with confidence.

  • Retirement planning checklist
  • Template retirement letter
  • Your life by design ebook
  • Procrastinator’s guide to retirement
  • Esprit – our membership and insurance guide
  • Insurance comparison checklist
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Latest retirement planning news, videos and resources

Retiree standing in front of a laptop, with audio and video equipment set up recording a podcast and video.
Wondering what to do in retirement? Here are 50 ideas

One of the most incredible things about retirement is the time you’ll have to try different activities. But that doesn’t mean you’ll immediately be clear […]

Three retired friends hugging after an outdoor workout.
Insurance plans for retirement: Why you need more than provincial health coverage when you retire

Canada has universal health care, but it doesn’t cover all the procedures, treatments and prescriptions you may need. One of the decisions you’ll make as […]

A father and teenage son. The son is smiling at his dad with his arm resting on his dad’s shoulder
Six qualities of a solid estate plan

Prepared by Willful for RTOERO Estate planning and making a will is one of those tasks that can feel extremely overwhelming. It’s unsurprising that over […]

Dentist sharing good news with an older patient about their dental checkup results. The patient is in the dental chair and is smiling.
Is dental insurance worth it in retirement?

Maintaining your oral health is important for your general health and well-being. Having access to coverage may make you more likely to access preventative care […]

Three retirees are relaxed and enjoying playing a game of pool together. One person is lining up their shot as the other two look on.
How to get the most out of your Entente group insurance plan

Now that you’ve selected the Entente Group Insurance Program for your health benefits, we want to make sure you make the most of it! Not […]

What to include in your retirement letter (plus a template!)
What to include in your retirement letter (plus a template!)

If you’re preparing for retirement, your retirement planning checklist probably includes write my retirement letter. You may have already had a conversation with your supervisor […]

Four retired friends smiling and walking in the countryside together.
What’s the difference between group and individual insurance for retirees?

Your health and dental coverage from work is likely group insurance. You and your colleagues have access to the plan because you’re part of a […]

A woman working on her retirement plan. She’s using a calculator and has a laptop open in front of her
How to decide when to start your CPP

When is the best time to start receiving your Canadian Pension Plan (CPP)? That’s a question we often receive during our free retirement planning workshops. […]

How to choose a financial planner
How to choose a financial planner

When it comes to planning for retirement in Canada, making sure you’re financially ready is a significant priority. We cover the basics of retirement finances […]