Individual Pension Plans
Designed for business owners and incorporated professionals.
- Defined benefit - Rgistered Pension Plan (RPP) typically for one or two members
- Designed to maximize contributions permitted by the Income Tax Act
- Denefit is based on T4 income, Maximimum benefit 2014 = 2% X $138,500
Download the Full Presentation
Tax-Free Accounts
- What is a Tax-Free Savings Accounts (TFSA)?
- How can you benefit from a TFSA?
- Who should have a TFSA?
- How can you open a TFSA?
Download the Full Presentation
Estate Planning
Why Estate Planning?
- Over half of Canadian Adults haven't completed their last will and testament
- 71% of Canadian Adults do not have a singed Power of Attorney
- Survey by Vanguard stated that only 21% of clients have had a conversation with their financial advisor around Estate Planning
Download the Full Presentation
Family Trusts
Guiding you through each life stage
- Accumulating Wealth (Growing Assets)
- Protecting Wealth (Managing Risk)
- Converting Wealth to Income (Creating an Income Stream)
- Transferring Wealth (Creating a Legacy)
Download the Full Presentation
