* 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:

Shelter more income
Creditor Protection
Fees are tax deductible
Additional tax incentive for market loss
Contribution flexibility
Great investment options

The information and opinions contained herein have been compiled or arrived at from sources believed reliable but no representation or warranty, express or implied, is made as to their accuracy or completeness. Neither Argosy nor its affiliates accepts any liability whatsoever for any loss arising from any use of this report or its contents. This report is not, and is not to be construed as, an offer to sell or solicitation of an offer to buy any securities and/or commodity futures contracts. The securities mentioned in this report may not be suitable for all investors nor eligible for sale in some jurisdictions. This research and all the information, opinions, and conclusions contained in it are protected by copyright. This report may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions, and conclusions contained in it be referred to without the prior express consent of Argosy. Historical analyses does not reflect future returns