New Course: Personal Pension Planning (PPP®) for Corporate Owner-Managers

The Personal Pension Plan is the “Swiss Army Knife” of solutions for retirement planning in a new and changing economic environment. It is therefore a must know for tax and financial advisors working with pre-retirees; in particular, business owners.   

Join Jean-Pierre Laporte, pension lawyer and CEO of INTEGRIS Pension Management Corp. He will lead this course that seeks to provide tax and retirement strategies for business owners by utilizing Defined Benefit and Defined Contribution pension plans.

Alongside JP will be Mark Taucar, he manages discretionary clients through ACCILENT SELECT Discretionary Management. The PPP® course offers many legal features to protect small business owners and their families in these challenging times. Every financial advisor needs to know more:

Why is the PPP® course important?

• Recent Finance Department tax changes have further eroded strategies that have traditionally been utilized by business owners to reduce their taxable burden.
• Few investment and retirement strategies remain for the business owner to plan for retirement and firewall their investment portfolios from the risk of their businesses.
• Lack of knowledge about pension solutions provides a competitive advantage to financial advisors and planners to those who acquire the knowledge in this specialized area.

What will you learn?

• How to find significant tax deductions by upgrading clients from RRSPs to pension solutions.
• How to use pension solutions within broader planning exercises such as sale of business or transition to the next generation.
• Constructing portfolios within the parameters allowable by the provisions set-forth in the Income Tax Act that can maximize the benefit of pensions.

To register, hit the enrol now button and save $100 (until October 31, 2022) or call for personal assistance 1-866-953-4769

Jean-Pierre Laporte, BA, MA, JD is the CEO of INTEGRIS Pension Management Corp. and a pension lawyer.  He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance.  For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee Medal in October 2012.

Mark Taucar, CFA manages discretionary clients through ACCILENT SELECT Discretionary Management. A unique offering that allows those qualified to be licensed as Advising Representatives (ARs), Associate Advising Representatives (AARs), Dealing Representatives (DRs) to engage with clients and provide streamlined, cost sensitive discretionary management. Mark has built discretionary referral platforms for notable Portfolio Managers across Canada and has engaged with referral agents for the construction of streamlined referral operations which enhance scalability, profitability, portfolio design and compliance.  He has also managed successful investment strategies on behalf of thousands of individual clients that include pensions.  He is a faculty member of the Knowledge Bureau.

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