Accounting, Law and Property and Casualty firms.  Take advantage of our convenient onsite lunch and learn session to bring more value to your clients.

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This interactive session is designed to answer your questions and provide you the tools to more effectively interface with clients when assessing the merits of an IPP or PPP. 

 

• Learn how an Individual Pension Plan works, where it is best applied, how it can help you better prepare for retirement and leave a legacy for your family. 

 

• Learn about a strategy that improves return potential and reduces, both investment volatility and corporate exposure to unplanned contributions from an investment advisor who has speacialized in managing IPP/PPP investment mandates.

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To have us come present at your firm call or email Brendan Greenwood:  416-999-5620 or bgreenwood@worldsourcesecurities.net

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