Freeman Group Private Wealth Management specializes in helping Sobeys employees who are within 5 years of retirement. Working with over 200 Sobeys families, our team has the experience to provide specific advice on the nuances of the Sobeys plan. We have earned the reputation of being the “go to” team to make the “complex simple”.

With so many different interconnected parts in Sobeys retirement package, we can answer questions like:

  • When should I retire to maximize the various pieces of the retirement package?
  • What type of income can I expect?
  • When should I start my CPP and OAS?  How do they integrate into my plan?
  • What should I do with my unused regular vacation time?
  • How can I reduce the amount of tax I pay?

Sobeys Retirees

For those already retired from Sobeys, we help by addressing these topics: 

  • How do I ensure my plan stays sustainable throughout retirement?
  • How do I reduce the amount of tax I pay in retirement?
  • My pension funds need to go to a Locked in RRSP.  Do I have options to “unlock” this money?
  • How do I make sure when my estate settles, that taxes are minimal and more goes to my beneficiaries?
  • How do we ensure our long-term plan remains sustainable if one of us gets sick or passes away?