Notification Window

Personal Pension Plans

1 LEARNING HOURS

06 September - 29 September 2016
Location: Various
Provider: Investors Group Financial Services Inc.

Fine snacks and soft drinks will be provided.

The federal government is closing the door as of December 31st on the best tax sheltered retirement strategy for professionals and business owners. Even the media has turned its attention to this.

So if you want to take advantage of this and be grand-fathered before the deadline, you must act quickly.

This is ideal for either younger architects with a couple years of practice under their belt, or established architects with good cash flow who still have 10-15 years prior to retirement.  

In this one hour session, Steve will walk you through what it is, how it works, and the process necessary to set it up.

Learning Objectives:

  • Identify the different forms of retirement income and the tax implications of each
  • Understand what a Personal Pension Plan is and how it works
  • Identify the process in initiating one

Date and Locations – 6PM to 7PM (excluding Niagara Falls):

  • September, 6, 2016 - Mississauga - 1 City Centre Dr, Suite 1020
  • September, 7, 2016 - Toronto Downtown - 145 King St W, Suite 2800
  • September, 8, 2016 - Peterborough - 1743 Lansdowne St West
  • September, 13, 2016 - Toronto Midtown - 2345 Yonge St, Suite 601
  • September, 14, 2016 - Hamilton - 21 King Street West, Suite 400
  • September, 15, 2016 - Niagara Falls (12pm-1pm) - 4838 Dorchester Rd,
    Suite 100
  • September, 20, 2016 - Brampton - 24 Queen St E, Suite 200
  • September, 21, 2016 - Toronto Downtown - 145 King St W, Suite 2800
  • September, 22, 2016 - Markham - 675 Cochrane Dr, 3rd Floor, East Tower
  • September, 27, 2016 - London - 254 Pall Mall St, Suite 100
  • September, 28, 2016 - Kitchener Waterloo - 4295 King St. E,
    Suite 301
  • September, 29, 2016 - Milton - 1130 Steeles Ave, East Unit 12,
    Building 1

Please RSVP at least 2 days prior.

Contact info:
Steve Dearlove, B.Arch, LEEP AP
Email: Steven.Dearlove@investorsgroup.com
Office: 1-800-461-1717, ext. 7358
Mobile: 705-717-1772