Karma financial advisor Viren Parmar discusses the PPP with Integris CEO in this webinar
Independent financial advisor Viren Parmar of Karma Financial hosts JP Laporte for a walkthrough of the Personal Pension Plan (PPP®) using the case of a 45-year-old incorporated physician. It shows where the extra contribution room comes from, including past service, higher annual contributions and special payments, and the tax advantages only a pension plan offers, such as deductible investment management fees and pension income splitting.
Recorded in 2020; the case-study figures are an illustration based on that year’s rules.
Investment Partners Fund: An alternative approach to managing equity risk
Every so often, INTEGRIS takes time to shine the spotlight on companies and partners that provide specific insights or have unique solutions that may be of application to our clientele or the broader financial community.
MB Financial Focus on Personal Pension Plans