Tagged with: "Individual Pension Plan"
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IPPs Are Simpler Than You Think: A Turnkey Option for Investment Advisors
IPP Setup for Advisors: Simple & Turnkey with GBL If you’ve heard that Individual Pension Plans (IPPs) are complex, you’re not alone. Many advisors picture heavy paperwork, actuarial math, and regulatory hoops. In practice, when you partner with experts like GBL, the IPP setup is straightforward; and you keep the client relationship while we handle […]
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Dividends vs Salary: Why the Simplest Compensation Strategy Isn’t Always the Best
Business Owners, IPP, RCA, Uncategorized
Dividends vs Salary — An Introduction Many owners of Canadian private corporations default to paying themselves in dividends. It feels simple, avoids payroll deductions, offers the dividend tax credit, and seems tax-efficient. But as GBL frequently hears from business owners years later — “I wish I’d taken more T4 income.” Behind this regret lies an […]
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Individual Pension Plans for Franchises
How Individual Pension Plans (IPPs) Can Be A Central Tax Strategy Franchises And Their Impact Anywhere you look, you’ll likely see a franchise. From the rest stops on the highway, to nearly every small town and large city. There are over 75,000 franchise locations in Canada in over 50 sectors including food, retail, healthcare, automotive, […]
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Retirement Planning for Incorporated Dentists: The Use of Individual Pension Plans
Fraser Lang April 15th, 2025 Federal tax changes have turned what was once prudent planning by dentists on its head, leaving many without adequate retirement savings. This article discusses how Retirement Planning for Incorporated Dentists through the Individual Pension Plan (IPP) can help to resolve the government-created gap. Background Dentists handle important and stressful work; […]
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CE Credits Now Offered Through Advocis and FP Canada for Individual Pension Plans (IPPs)
Did somebody say #CE Credits? Almost as exciting as attending a presentation with a room full of actuaries*. On that note, we are excited to announce that #GBL now offers CE Credits through #FPCanada and #Advocis for Individual Pension Plans (#IPPs). Rest easy, our Senior Team understands tax, retirement, and estate planning needs for business […]
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Cheers To An Amazing 30 Years
In Scottish culture, the New Year, or Hogmanay as the Scottish call it, brings a sense of renewal and reflection. Growing from its Scottish origins while enjoying an incredible journey along the way, GBL is thrilled to celebrate its 30th anniversary in 2025. Since our founding in 1995, we have serviced over 7000 clients and […]
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