When Should I Start CPP & OAS - October 2025 Case Study

In this webinar we discuss Canada Pension Plan and Old Age Security. We'll do an overview of the fundamentals and then dive into the details of timing, breakevens and clawbacks.   

We show you how you can use the platform to evaluate the best timing for government benefits including factors like longevity, liquidity, estate tax and survivor scenarios .

• 3:47 - CPP & OAS Fundamentals
• 12:46 - How Does Adviice Calculate CPP & OAS
• 20:18 - Key Benefit Timing Considerations
• 28:19 - Case Study 1: Creating a CPP Breakeven for Clients
• 42:07- Case Study 2: Benefit Timing & Survivor Scenarios

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Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.