Verified recordFinancial Services

Lora Yee

Associate - Retirement Strategies at Aon

Based in Calgary, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Calgary

Industry

Financial Services

Company size

91K

Contact information

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Email

1 credit

l•••••••@aon.com

Phone

5 credits

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Background

About Lora Yee

As an Associate with Aon's Retirement Consulting team, I work daily to provide a high quality client experience. Retirement is an important milestone in everyone's lives which involves smart financial planning for both the retiree and their employer. We assist in guiding employers through their pension administration, asset management and reporting requirements, as well as their employees by outlining available retirement options. My knowledge of actuarial concepts and use of pension and tax legislation allow me to perform accurate and thorough calculations of pension entitlement and commuted values as a result of a variety of life events. I am committed to learning at every opportunity, seeking and researching for answers to any problems or questions our clients may encounter. What is most important for planning for the future is knowing exactly what options are available to you and how and what you can do to maximize your entitlement.

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