Knowledge Bureau is pleased to announce the publication of a new certificate course, Personal Pension Planning For Corporate Owner-Managers, by JP Laporte, CEO, INTEGRIS Pension Management Corp and Mark Taucar, CFA, Porfolio Manager, Accilent Capital Management Inc. The PPP® offers many legal features to protect small business owners and their family in these challenging times, and for these reasons every financial advisor needs to know more about this plan.
Specifically, the PPP® offers five critical features:
For example, advisors will be interested to know that the PPP® can also provide benefits:
JP and Mark will introduce some of these concepts at the Virtual CE Summits on May 13 and are proud sponsors of the event. We would like to appreciate and applaud these two great authors for contributing to the costs of the outstanding education we will provide to you virtually. It’s a great investment. Do join us by registering before May 11.
But, in addition to attending this live event, consider enrolling this outstanding certificate course: Personal Pension Planning For Corporate Owner-Managers. It is a “must-do” for advisors who want to become accredited in providing advice on integrating a Personal Pension Plan strategy with their clients. This might be the most important financial course you have taken in some time.
To register, hit the enrol now button or call for personal assistance 1-866-953-4769.
Jean-Pierre Laporte, BA, MA, JD is the CEO of INTEGRIS Pension Management Corp. and a pension lawyer. He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance. For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee Medal in October 2012.
Mark Taucar, CFA manages discretionary clients through ACCILENT SELECT Discretionary Management. A unique offering that allows those qualified to be licensed as Advising Representatives (ARs), Associate Advising Representatives (AARs), Dealing Representatives (DRs) to engage with clients and provide streamlined, cost sensitive discretionary management. Mark has built discretionary referral platforms for notable Portfolio Managers across Canada and has engaged with referral agents for the construction of streamlined referral operations which enhance scalability, profitability, portfolio design and compliance. He has also managed successful investment strategies on behalf of thousands of individual clients that include pensions. He is a faculty member of the Knowledge Bureau.
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