PERSONAL PENSION PLANS:
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)
- Ability to pass wealth to children without taxation
- Allows for tax efficient asset allocation in turbulent markets
Join me for an interactive virtual workshop to see if PPP® can be part of your investment plan.
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.
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.