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Martella Group invites you to their event

How PPP Can Reduce Taxes When Selling A Business & How Alternative Investments Can Benefit You

About this event

Personal Pension Plans and Alternative Investments.... Are they a fit for you?

IF YOU ARE A DOCTOR, DENTIST OR BUSINESS OWNER, THE PPP® MIGHT BE A PERFECT SOLUTION FOR YOU.

45 min Virtual Workshop :

Guest Speaker : Jean-Pierre A. Laporte, BA, MA, JD, RWM

THE PPP®, IS A POWERFUL RETIREMENT, TAX AND ESTATE SOLUTION FOR HIGHLY TAXED BUSINESS OWNERS AND INCORPORATED PROFESSIONALS

Some PPP® benefits include,

Highest levels of tax deductions in Canada

Maximum accumulation of retirement savings

Ability to top up on past PPP contribution limits (buy back past years of service)

Reduce capital gains upon the sale of your practice/company

Ability to pass wealth to children without taxation

Allows for tax efficient asset allocation in turbulent markets

Join me for an virtual workshop to see if PPP® can be part of your investment plan and how and if Alternative investments and strategies should be considered for your investment portfolio given the current market conditions.

Michael Martella

Senior Financial Advisor, Assante Capital Management Ltd.

Financial Security Advisor, Assante Estate and Insurance Services Inc.


With over 20 years of experience in financial services, I focus on medical professionals and entrepreneurs because I understand your needs. Wealth management is not the same for everyone. I will develop strategies that work for you, allowing you to grow your practice and business as efficiently as possible. My team and I can help you with your investment planning , wealth planning, tax efficiency planning and estate planning needs.

Book a meeting using the link below


https://calendly.com/mmartella/30-60-minutes


www.michaelmartella.com


Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Hosted by

  • Team member
    MG T
    Martella Group Senior Investment Advisor @ Martella Group, Assante Capital Management Ltd.

  • Guest speaker
    JL G
    Jean-Pierre Laporte VP @ Integris Pension MGT.

Martella Group

Your personal CFO

Assante advisors simplify the complex elements of wealth, providing you with complete financial advice to meet your life goals. Be well-advised.