Step 1 – Request a Personalized Quote
Step 2 – Understanding the Quotation
Upon receipt of your IPP quote, please contact your GBL representative who is available for consultation in-person or via conference call to answer any questions that may arise.
Step 3 – Setting up the IPP
Once you decide to set up an IPP, you must complete our authorization form and return fax or courier to your GBL representative. Please allow 5-10 business days to receive your IPP package.
Step 4 – Document Signing
Your GBL representative is available to assist in the signing process and answer any last minute questions. Upon final execution of the IPP agreements, GBL will register the plan with Canada Revenue Agency (CRA) and the provincial authority (if applicable).
Step 5 – Fund the Plan
Your IPP is self directed therefore, working with your planner you can identify your objectives and see that your assets are invested according your preferences and CRA funding regulations.