My Work

Many self-employed, professional or business owners for years have used an RRSP to save for their retirement. This may have worked in the past, but with pension rule changes in 2020, there has never been a better time to consider why an Individual Pension Plan ( IPP ) or a Personal Pension Plan ( PPP ) may be the best fit for your retirement assets.

 

Our video will help educate you on the reason a change may make sense to you.

Business Succession Planning

We spend the majority of our adult lives working, saving and investing in our company sponsored retirement plans. When the day comes to transform to the next phase of your life, we can assist you in incorporating your employer sponsored plan into your personal wealth strategy.

 

For those business owners or professionals who have spent their lifetime creating wealth inside their business with the intent of transitioning that wealth at some point in the future to their personal retirement plans, we have created the SHIFTTM program specifically designed for you.

The Business Breakthrough progam

Helping you take your business to the next level