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

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.

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

Pay Less Tax and Save More with a Flexible Hybrid Pension Strategy

Worldsource Securities Inc., sponsoring investment dealer, is a Member of the Canadian Investor Protection Fund www.cipf.ca and of the Investment Industry Regulatory Organization of Canada www.iiroc.ca .   *Insurance strategies and solutions are provided by Brendan Greenwood as part of comprehensive financial planning through Pelorus Transition Planning. Please visit https://www.greenwoodwealthinsurance.co/  for further information.