Personal Pension Plan Consultant:

What is a personal pension plan

It is a Canadian tax savings solutions for business owners and incorporated professionals that want similar pensions that granted to corporate executives and government employees.  As compared to RRSP, the pension solution allows up to 60% greater tax deferred compounding until the individual retires.


Why?

  1. Shelter more income
  2. Protect your assets from creditors
  3. All fees are tax deductible
  4. Additional tax incentive for market loss
  5. Contribution flexibility- Switch between Defined Benefit to Defined Contribution as economic conditions change
  6. Greater Scope for Investments- Not limited to traditional investment choices
"Whatever the mind of man can conceive and believe, it can achieve. "
Napoleon Hill

My Mission:

Senior Financial Advisor

Call 1-888-691-4288 Ext 2236

Wealth:

Creating, Managing & Perserving

 

In order to begin the process of building wealth, first determine what your financial goals are. It's one the most important things we can do, but also overlooked. Through a partnership approach,  I'll help you accomplish your future financials goals every step of the way, don't worry we got you......
 

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Mission statement

My mission is to be a trusted partner, providing a high level of service and understanding that is consistent and reliable. It will facilitate in making informed decisions and achieve the long term financial and personal goals.