GREENWOOD WEALTH
Time is TBD
|Location is TBD
Pay Less Tax and Save More with Flexible Hybrid Pension Strategy
Accounting, Law & P&C firms - Bring Value to Clients Learn more about a unique pension strategy that combines specially licensed investment management technology normally only available to large pension funds with an enhanced tax deferral vehicle that will allow your clients to keep more money.
Time & Location
Time is TBD
Location is TBD
About the event
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. It brings together two presentations.
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 from an experienced practitioner.
Michael Greenwood CPA, CFP, TEP
Pension and Benefits Specialist, Pelorus Benefits
mgreenwood@thinkpelorus.ca Bus: 905-850-3330 x 21
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.
We come to your firm and present. To book a lunch and learn for your firm contact:
Brendan Greenwood CIM, B.Comm
Investment Advisor, Worldsource Securities Inc.
bgreenwood@worldsourcesecurities.net
Bus: 416-999-5620