Tax Efficient Planning for Incorporated Professionals

For successful business owners and incorporated professionals, traditional retirement and protection strategies often leave significant gaps. This session will explore how Individual Pension Plans (IPPs) and corporate insurance solutions can work together to create stronger outcomes for both personal retirement and long-term business stability.

An IPP is a powerful, tax-efficient retirement strategy designed for incorporated individuals with consistent income. Compared to RRSPs, IPPs can allow for significantly higher retirement contributions, more predictable retirement income, and the ability to fund retirement using corporate dollars—while also creating opportunities to recover value from past years of service.

We’ll also cover how corporate insurance plays a critical role in protecting both the business and the family. From tax-efficient wealth transfer and estate planning to business continuity, risk management, and shareholder protection, corporate insurance can help safeguard what you’ve built—while enhancing overall tax efficiency.

Together, these strategies can help incorporated professionals reduce taxes, protect their wealth, and build a more secure financial future with greater control and confidence.

Event Venue & Nearby Stays

10180 101 St NW, 10180 101 Street Northwest, Edmonton, Canada

Concerts, fests, parties, meetups - all the happenings, one place.

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