Business Owners and Incorporated Professionals

Pension Solutions for Business Owners (IPP or PPP*)

We setup personal pension plans for business owners:

  • Shelter more income from tax

  • Generate additional tax deductions for your business

  • Benefit from spousal income splitting as early as age 50

  • Facilitate tax-free transfer of wealth to children

  • Allows for deduction of related expenses

  • Benefit from funding flexibility (PPP*)

Treasury

Corporate investment accounts:

  • Benefit from lower volatility and liability driven investment

  • Provide more yield potential for coporate investments 

  • Maintain a more stable source of cash for operations

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.