* Insurance services, including segregated funds are provided by Keybase Insurance Agency Limited. Insurance is not covered by Investment IndustryRegulatory Organization of Canada (IIROC) or Candian Investor Protection Fund (CIPF).  All insurance activites, including Keybase Insurance Agency Limited and individual insurance licensing are regulated by Financial Insurance Commission of Ontario FSCO).

Henry Foradori

Senior Financial Advisor

Call 1-888-691-4288 EXT 2236

Wealth Preservation 

Retirement Planning: RRIFs, (Retirement Income Fund), LIF (Life Income Fund), Spousal RRIF
Investment Planning: TFSA (Tax Free Savings Account), Non-registered cash Accounts, Joint Accounts, Margin Accounts
Educational Planning: RESPs (Registered Educational Saving Plan), ITFs (In trust For Accounts)
Tax Planning: RRIFs, Annuities, TFSA, Flow through shares
Estate Planning: Estate Plan, Life insurance, charities *

Wealth Management

Retirement Planning: RRSPs, (Retirement Savings Plan), LIRA (locked in Retirement Account), Spousal RRSP
Investment Planning: TFSA (Tax Free Savings Account), Non-registered cash Accounts, Joint Accounts, Margin Accounts
Educational Planning: RESPs (Registered Educational Saving Plan), ITFs (In trust For Accounts)
Tax Planning: RRSPs, Personal Pension Plans, TFSA, Flow through shares
Protection Planning: Life insurance, Disability Insurance, Critical Illness *

Wealth Creation

Retirement Planning:  RRSPs, (Retirement Savings Plan), LIRA (locked in Retirement Account), Spousal RRSPs
Investment Planning:  TFSA (Tax Free Savings Account), Non-registered Cash Accounts, Joint Accounts, Margin Accounts
Educational Planning: RESPs (Registered Educational Saving Plan), ITFs (In trust For Accounts)
Tax Planning: RRSPs, Personal Pension Plans, TFSA, Flow through shares
Protection Planning: Life insurance, Disability Insurance, Critical Illness *

Personal Pension Plan Specialist

Partner with business owners and incorporated professionals that want to maximize their retirement savings.  The pension solution allows up to 60% greater tax deferred compounding relative to RRSP.  

The advantages of a Personal Pension Plan are:

  1. Shelter more income
  2. Creditor Protection
  3. Fees are tax deductible
  4. Additional tax incentive for market loss
  5. Contribution flexibility
  6. Great investment options

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