PENSION PERKS: The Sessions
Pension Perks for CEO/Founders/Business Owners: Save More, Tax Less
This monthly interactive session is designed specifically for visionary leaders looking to optimize their wealth through tax-efficient strategies.
You understand the importance of strategic planning, especially when it comes to your financial future. Join us to learn how you can refine your approach to retirement savings and tax optimization.
Pension Perks for CEO/Founders/Business Owners: Save More, Tax Less
Hosted by: Colleen O'Connell-Campbell, Wealth Advisor, RBC Dominion Securities
Date: Thursday, January 16, 2025
Time: NOON
Why Attend?
Learn how an Individual Pension Plan (IPP) can be a powerful tool in enhancing your retirement income and offering tax-deferred growth, especially if you're an owner-manager or key employee over the age of 40 with a T4 salary and bonus over $100,000.
Understand how IPPs work, their advantages over RRSPs, and how they can provide significant tax benefits and possibly creditor protection.
This session is targeted at savvy business owners, like you, interested in increasing after-exit wealth and creating greater tax-optimized savings.
Engage and Inquire:
Your participation and engagement are highly encouraged. There will be a dedicated Q&A session where you can ask any questions you have about IPPs and how they can fit into your personal financial strategy.
RSVP HERE
Please confirm your attendance by Monday, January 13, 2025.
Your prompt response will help us ensure a well-organized and interactive session for all participants.
We look forward to welcoming you to this pivotal event, where informed decisions can lead to a more prosperous and secure future.
Future Sessions - Anticipated Dates (at 12 pm):
3rd Thursday each Month
February 20, 2025
March 20, 2025
April 20, 2025
May 15, 2025
June 19, 2025
July 17, 2025
August 21, 2025
September 18, 2025
October 16, 2025
**to express interest in participating kindly email Colleen**
colleen.campbell@rbc.com
This document has been prepared for use by the RBC Wealth Management member companies, RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company (collectively, the “Companies”) and their affiliate, Royal Mutual Funds Inc. (RMFI). *Member – Canada Investor Protection Fund. Each of the Companies, RMFI and Royal Bank of Canada are separate corporate entities which are affiliated.
The strategies, advice and technical content in this publication are provided for the general information only and benefit of our clients. This publication is not intended to provide specific financial, investment, tax, legal, accounting or other advice for you, and should not be relied upon in that regard. Readers should consult their own professional advisor when planning to implement a strategy to ensure that individual circumstances have been considered properly and it is based on the latest available information. â / ™ Trademark(s) of Royal Bank of Canada. Used under licence. © Royal Bank of Canada. 2025. All rights reserved.
