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.
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