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Integris: Pension Management

  • Lifeplan Financial Group 3298 Tennyson Avenue Victoria, BC, V8Z 3P3 Canada (map)
  • Do you have clients who are incorporated professionals or business owners earning $100 000 plus a year?

Are they looking to reduce taxes, shelter more income, and have flexibility?

Actuarial firm INTEGRIS provides turn-key application and pension administration. Learn the IPP/PPP benefits and tax savings which attract high end clients to you.

Referral income long term to advisers through Accilent Capital portfolio management.

Earlier Event: September 20
TD ASSET MANAGEMENT - Lunch & Learn
Later Event: October 3
Manulife Investments