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Individual Pension Plans | Part 2: Developing New Best Practices

Presented by:
Noah Clarke, MA CIM®
Associate Investment Counsellor

Individual Pension Plans today are not what they were yesterday. The perspective of IPPs has changed. As IPP experts for the past 20 years, Qube is shifting how we approach and evaluate the benefits of IPPs. In part two of this two-part series, we go deeper into why our outlook and planning have changed. Most importantly, we review the various methods for ensuring that the potential tax savings from an IPP are optimized both at setup and throughout the entire life of the plan. 

Qube is pushing the status quo to discover and develop new best practices in IPP Planning! Have you ever been curious and want to know the best exit strategy? Or perhaps you want to understand what to consider when setting up an IPP?

Tune in to discover:

  • Why IPPs Aren’t Always “Super-Charged RRSPs”
  • Setup Considerations Are More Involved Than Just Age and Employment History
  • The Hurdle Rate for a Viable IPP
  • IPPs in Small Business Environments

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