INTEGRIS News

The Daily Finance is recognizing INTEGRIS as one of the top personal finance companies in Canada for 2021 alongside Wealthsimple and CIBC Mellon

Podcast: Physicians, NPs, dentists, and lawyers can have pensions

INTEGRIS has partnered with Vexxit to offer our Financial Advisors an exclusive membership.

Miranda McLean appointed as Manager of Sales and Business Development

Dr. Angela Mulrooney interviewing INTEGRIS CEO in this Pink Seat session

Raymond Choo from Westminster Private Wealth discusses the PPP with INTEGRIS CEO in this webinar

Brendan Greenwood of Worldsource Securities Inc. showcases the PPP on this video

Karma financial advisor Viren Parmar discusses the PPP with Integris CEO in this webinar

Assante advisor Michael Martella discusses the PPP with Integris CEO in this webinar

CPAs from across the G.T.A.: register here for two sessions on ways to help your clients during the pandemic

Industry thought leader and author Daniel Collison features the Integris PPP during a coaching webinar for Canadian Financial Advisors

Rick Mamros of Beacon Insurance presents a case study of an individual using a personal pension plan in this webinar

Toronto-based portfolio management firm Macnicol & Associates Asset Management Inc. hosted a webinar on personal pension plans. (duration 1 hour)

Podcast interview with Bre-An Appler and Pean-Pierre Laporte

Tina Tehranchian, MA, CFP, CLU, CHFC from Assante Wealth Management reminds business owners that the recent market downturn can be turned to their advantage if they upgrade to a PPP

The Knowledge Bureau announces its continuous education summit where use of the personal pension plan in turbulent times will be discussed

Toronto accounting firm MP Group CPA provides information on PPPs on their website

Assumption Life partners with INTEGRIS to offer the Personal Pension Plan (PPP)

HUB Financial announces partnership with INTEGRIS

If you can’t join a workplace pension plan, PPP lets you build your own

Retirement plan options for pension-less physicians

Dentists can now have true pension plans. See Ontario Dentists’ September issue.

Canadian Medical Association Journal reminds physicians they can have true pension plans today

Integris PPP featured on AM 640 on Your Life, Your Money show on Sunday, July 28, 2019

Your Life, Your Money

Scotia Wealth advisor Richard Dri interviews Integris CEO on podcast relating to pension solutions

Richardson GMP advisor Yaron Orgil discusses how dentists can make use of PPPs to save for retirement in the March issue of Oral Health Journal

Canadian Business Journal features PPPs®: the best retirement option for business owners and incorporated professionals

Preventing Retirement Income Decay Like You Prevent Tooth Decay: The Personal Pension Plan

New Brunswick based Assumption Life launches the Assumption Life PPP®. See press release from January 31, 2019

Macnicol & Associates Asset Management featuring the PPP

Fiscaliste Dany Provost compare le PPP au RRI dans Finance et Investissement

Change in Policy - Fee Payment

Insurance guru Mark Halpern discusses various strategies for business owners, including PPPs in this Investors Digest article

Financial advisor Susan Mallin reviews PPPs in this article

The TaxLetter - saving for retirement protect your future

Advice for business owners from the Finish Line Group

John Mill, author of Hire Your Buyer, comments on business succession planning issues and solutions in this insights publication

Wealth Professional article reminds advisors of the money being "left on the table" by their RRSP clients

Canadian Business Journal article: PPPs: a powerful solution for highly taxed business owners and incorporated professionals

Is the financial media failing to inform business owners about the PPP solution?

Alignvest Investment Management’s Marlene Puffer discusses pension solutions on the Agenda with Steve Paikin on December 7, 2017.

Don Shaughnessy discusses PPPs as part of a broader strategy to minimize taxes in the new environment

Eric Chevrette from Quebec-based Regar Inc. and JP Laporte discuss the Morneau tax reforms on Sirius XM radio

Morneau announcement and Integris commentary on BNN

What historical volatility can tell us about potential future market outcomes

Integris CEO discussing farmers and their tax worries in the Alberta Farmer Express magazine

Veteran Financial commentator Gordon Pape features the tax advantages of the PPP in The Globe and Mail

B2B TRUST pulling out of the Individual Pension Plan business! What advisors should do?

Pharmacists can protect earnings from tax increases through a personal pension plan

Canadian Healthcare Network provides light at the end of the tunnel for doctors worried about the Morneau tax measures

Integris CEO discusses July 18 2017 private corporation tax changes with Krystal Nation host

Alignvest Investment Management launches a website and corporate video to showcase the Alignvest personal pension plan

Law Times features personal pension plans for lawyers

Toronto estate lawyer Ian Hull and Integris Pension Management Corp. CEO Jean-Pierre Laporte discuss inter-generational wealth transfers.

Industrial Alliance announces new reduced pricing for personal pension plans

Globe and Mail: a remedy for business owners suffering from pension envy

Award-winning investment advisory firm DFS Private Wealth in Mississauga expands on the use of PPPs for business owners

The Finishing Line Group publishes article on PPPs

Advocate Daily article on the higher contribution limits of PPPs

Wealth Insurance describes the inter-generational tax deferral possible with PPPs in its may 2017 TaxLetter

Advocate Daily discusses federal budget 2017 and its impact on SMEs

Jon Chevreau and JP Laporte discussing federal budget 2017 on Sirius XM radio on March 31, 2017.

How to grow one's nest-egg...

Finpipe features Integris CEO on discussing retirement plans for small businesses

75% of small business owners save less than $100k for retirement - a potential retirement crisis for Canada. Gord Martineau talks about how an Integris PPP can help

Personal pension plans featured in the Canadian Business Journal

Law firm partnership changes discussed on Advocate Daily

Lawyer too busy to read about PPPs can watch 3 minute video

Jonathan Chevreau's Findependence website discusses personal pension plans

Nathalie Racine of RBC Dominion Securities comments on the enhanced IPP in wealth professionals

Lawyers can now invest like large pension plans

Gavin Graham discusses alternative investments in PPPs for lawyers and other professionals on BNN on October 26, 2016

Advocate Daily features Integris

MP Group is an accounting firm specializing in small business issues and has familiarity with personal pension plans: see brochure for download

Mark Halpern, CEO of wealthinsurance.com mentions PPPs in an article with The Bottom Line by Peter Merrick

PPPs featured in The Globe and Mail

The TaxLetter: An Uncharitable Budget by Mark Halpern, CEO of wealthinsurance.com mentions personal pension plan

The Personal Pension Plan by Mark Waxman and Gillian Johnston of NFP Canada. It appeared in Crowe Soberman’s 2016 edition of Tax Talk for Health Professionals.

Mark Halpern, CEO of wealthinsurance.com writes about PPPs in the TaxLetter

Toronto Star business columnist Adam Mayers discussed pensions with Integris chief strategy officer, Gavin Graham

Integris CEO featured in The Financial Post

Financial writer Romina Maurino on retirement plans for small business owners

Highview Financial releases new video on Youtube about PPPs

Financial writer Romina Maurino features Integris Ceo JP Laporte in an article discussing the Canada pension plan

Jonathan Chevreau’s financial independence hub on Integris CEO’s view for the federal government’s voluntary CPP initiative

Financial writer Romina Maurino on personal pension plans

Jonathan Chevreau features Integris CEO on voluntary CPP

Integris chief strategy officer Gavin Graham quoted in the financial press

Pension expert Sean Cooper on PPPs

BDO Canada accountant Mark Goodfield discusses personal pension plan

A true pension plan for business owners

Insurance broker Mark Halpern on the differences between IPPs and RRSPs

PPPs discussed in The Globe and Mail

A structured retirement income option

New Federal Investment Rules for Pension Plans

Globe & Mail: time to take profits as auto parts sector shifts into lower gear

Globe & Mail: for rapid growth, Africa is the new China

Globe & Mail: three top stock picks from Integris pension management’s Gavin Graham

Benefits & pensions monitor: the case for frontier markets