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Tagged with: "Retirement"

  • IPPs Are Easier to Set Up Than You Think

    IPP

    A common misconception is that IPPs are complicated, but the reality that IPPs are easier to set up than you think . Once you have decided that an IPP is the right fit, you can enjoy the benefits of corporate deductions and enhanced retirement savings with ease. The Individual Pension Plan (IPP) is widely regarded […]

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  • Pension Provider Not Providing Estimates?  GBL Can Help You Plan With Commuted Value Estimates

    DB

    Pat Johnston and Rob Easton March 5th, 2025 An increasingly common question which GBL receives is this: “I am enrolled in my company’s Defined Benefit plan and am nearing retirement age.  Should I remain in the plan and draw a lifetime pension, or take the commuted value and invest it with my Advisor?” Further to […]

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  • Lifetime Pension or Commuted Value? An Actuarial Analysis

    DB

    Pat Johnston and Rob Easton February 19th, 2025 Lifetime Pension or Commuted Value? Members who terminate from defined benefit pension plans (DB Plans) are generally provided the choice of either: Such members often ask us at GBL “Which option is better: Lifetime Pension or Commuted Value?” This article shows how this seemingly “simple” question has […]

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  • The IPP – Ideal Candidate and Setup Timelines

    Business Owners, IPP

    Tony Manoharan February 6th, 2025 Frequently Asked Questions About the IPP At GBL, we often receive questions about setup timelines and ideal candidates for Individual Pension Plans (IPP). Here, we answer the most common inquiries: Why Choose an IPP Over an RRSP? Who is the Ideal IPP Client? An Individual Pension Plan is a powerful […]

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  • CE Credits Now Offered Through Advocis and FP Canada for Individual Pension Plans (IPPs)

    IPP

    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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  • Why SERPs are Increasingly Popular and Rectify Limits to Standard Executive Compensation Plans

    DB, RCA, SERP

    SERPs offer companies the opportunity to attract and retain top talent by addressing the limits to standard executive retirement plans Laura Davis January 30th, 2025 Many corporate executives today are enrolled in executive retirement plans that fail to provide them sufficient retirement income based on their earnings due to limits within their standard retirement plans.  […]

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  • Cheers To An Amazing 30 Years

    News

    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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