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Martella Group invites you to their webinar

Understanding the benefits of a Personal Pension Plan (PPP®)......

About this webinar

PERSONAL PENSION PLANS:

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

1 hour sessions:

July 29th at 1:00 pm

July 30th at 6:30 pm

August 11th at 12:30 pm

August 12th at 6:30 pm

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 a 1 hour interactive virtual webinar to see if PPP® can be part of your investment plan.

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.


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.

Martella Group

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