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ARE YOU PUTTING ENOUGH AWAY FOR
RETIREMENT AS A SMALL BUSINESS OWNER

BOOK A MEETING TO GET STARTED➠

It’s time to stop worrying about your retirement plan as a small business owner.

If you’re ready to maximize your earnings, get the most money out of your business and replace your RRSP with more tax saving potential, a Personal Pension Plan ™ is the best fit for you!

Personal Pension Plan™

The Personal Pension Plan™ (PPP®) is designed with small business owners, incorporated professionals and high-valued employees in mind as a wealth accumulation and tax saving solution. It is the best solution for those who are self-employed and was designed to replace RRSPs, resulting in significantly larger retirement savings and less tax payouts than most Canadians.

*If you already have an IPP started, working with a planning advisor makes it easy to transfer your IPP to a PPP®*

How Does It Work?

You contact us for a no‑obligation chat

We conduct a financial analysis

We draft an Illustration or Comparison

We help you implement the plan



Let's Get Started!

Contact us today, and we will be in touch shortly.

Benefits of Personal Pension Plans™

  • Providing more tax deductions and savings than an RRSP

  • 7 extra tax deductions make it easier to revert your earnings to savings rather than tax payouts

  • Large amounts can be saved when transferred to family members

  • Greater wealth creation through little known legal, tax strategies

  • Terminal funding and special payouts allow business owners to withdrawal money, tax-free and deposit into their PPP® and get a tax deduction

BOOK A MEETING TO GET STARTED➠




How do you know if a Personal Pension Plan™
is right for you?

Can you relate to any of the statements below?

  • You own a business (no matter the size or revenue)

  • You own a professional corporation or a freelancing business

  • You want to provide pension opportunities for your employees

  • You are not happy with your current retirement plan

  • You worry about your financial future

  • You want to retire early

  • You want to pass on your retirement savings to the next generation without tax consequences

  • You have an IPP but are looking for something more comprehensive


If you agree with any of these statements, it's time for a chat!

Book an Appointment➠

If you want the best solution for your retirement, it’s time to make the switch from your current plan to a PPP®, and we can do this at a Net Zero cost!

Your consultation is absolutely free, no obligation and designed around creating the best solution for your long-term financial goals.


Get Started Today!

Contact us today, and we will be in touch shortly.

OR,   BOOK AN APPOINTMENT ONLINE NOW!