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GBL: 25 Years of Pushing The Actuarial Consulting Industry Forward
a team that is widely regarded as being the best in our industry for service and support. In turn, this has allowed us to provide the best client and advisor...
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RRSP Season: A great opportunity to review alternative planning options such as Individual Pension Plans (IPPs)
but vanished. What this has allowed advisors and their clients to do is spend more time focusing on financial planning strategies that augment their goals such as tax-free savings accounts...
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Looking to Protect Your Severance? Consider a Retirement Compensation Arrangement (RCA)
there is no requirement to withdraw the income it can remain in the Plan and be available for future years when income is lower or nil. Employment lawyers are starting...
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The New Face of GBL
related to GBL’s products. All forms have been fully converted into writeable PDFs – so no more writer’s cramp! Our new blog entitled GBL Insights where you’ll find up-to-date information...
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GBL and Pension Strategies Inc.
Actuarial Evidence, DB, IPP, News
This will complement GBL’s 28 years of industry-leading service to clients across Canada and it will allow the company to continue to expand its current offerings and continue to provide...
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Important Considerations when Selling the Shares of a Small Business
is required. If the corporation is related, then an FMV is not required, but recommended. Another planning strategy is to donate the corporately owned life insurance policy to a registered...
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Charitable Gifting Using Insurance: Unlocking Value After the Risk is Covered Off
12%. In this case, Joe was able to get a significant tax receipt and paid it forward to the charity he wanted to give back to. It is important to...
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Succession Planning with Individual Pension Plans and Personal Pension Plans (an IPP with a Different Name)
second generation to the plan. If this is the case, in the end, there is no benefit to the client, with only the firm charging additional fees to add the...
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2021 Federal Budget: The GBL Perspective
to IPPs was a confirmation that measures introduced in the 2019 Federal Budget pertaining to the transfer of a commuted value to an unrelated IPP will be moving forward. Previously,...
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Seven reasons why you should think (more) about your retirement
are 100% creditor proofed and allow for contributions to be made from the company directly into your retirement plan of choice. 5. You wish to defer tax on a portion...
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