Presentation to Probus by Paul E. Owens
President – Paul Owens Pension and Investment Consulting Ltd.
February 21, 2023
- The proposed Alberta Pension Plan
- Benefits from the Canada Pension Plan and Old Age Security
- Decumulation – how to convert your capital into income
Background: I was asked by a retired colleague of mine to give a presentation to the Edmonton Probus Club (a group of retired business professionals) on the possible Alberta Pension Plan (APP). The APP was a proposal of former premier Jason Kenney. In this presentation I discuss the rationale and challenges an APP would face. To provide some context, I also show the current benefits payable under the Canada Pension Plan and Old Age Security. I finish with a section on “Decumulation” – conversion of tax sheltered assets into taxable income streams.
Paul Owens February 21, 2023
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