Lorna Maughan

Lorna Maughan

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Lorna Maughan is a certified financial planner and investment funds advisor with Trinity Wealth Partners at Investia Financial Services Inc. in Bedford, Nova Scotia. She specializes in helping clients navigate the complexities of defined-benefit pension plans, particularly in light of recent economic challenges such as the bankruptcy of the SaltWire Network Inc., which affected the pension plan of The Chronicle Herald. Maughan advocates for proactive retirement income planning, emphasizing the importance of diversifying savings through vehicles like RRSPs and TFSAs to mitigate risks associated with pension plan funding.

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Lorna Maughan is a certified financial planner and investment funds advisor who discusses the implications of a DB pension plan for her clients.

How to diversify retirement income in case a DB pension plan is at risk
The Globe and Mail·CanadaCanada· 2025-02-18
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