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GBL Celebrates Acquisition of McFarlane Amerlee Consulting

Posted under: News, IPP


Partnership Will Expand GBL’s Reach and Value Proposition to Business Owners and Professional Corporatons

Calgary, AB: It is with great excitement that GBL announces the acquisition of its industry peer McFarlane Amerlee Consulting, effective January 1st, 2020.  Since 1996, McFarlane Amerlee has been a leader in creating Individual Pension Plans (IPPs) for business and professional corporation owners in Western and Central Canada.  This acquisition will complement GBL’s 25 years of industry-leading service to clients across Canada and it will allow the company to continue providing Canada’s superior IPP experience for its clients, along with their financial advisors and accountants. 

GBL looks forward to working with the team at McFarlane Amerlee and leveraging their 75+ years of combined experience in the pension industry to seamlessly transition their clients to GBL’s administration platform, while expanding the company’s footprint and continuing to provide advanced tax and retirement strategies for business and professional corporation owners across Canada.  For inquiries, please contact GBL at +1.403.249.1820 or visit their website at www.gblinc.ca.

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