Call or email IPP Online Canada to learn how to help your clients plan for their reitment and reduce their costs and fees.

We would complete all the leg work, you and only you will deal directly with your client(s).

Phone 1-866-300-7786, and ask for Cher or Michael.

Accountant Enquiries

Canada's only guaranteed IPP!
Canada's First No Setup Fee IPP

IPP Online welcomes accountants who are searching for Individual Pension Plan (IPP) solutions for their clients. Regardless of whether you are part of an international accounting firm or a local CA - we have the knowledge.

IPPs in Canada are in their infancy much like RSPs were in the 70's. The IPP market is about to explode, yet IPPs are very much more complex then RSPs. Your time is best spent with the client, helping them advance their business, not completing paperwork or researching The Pension Benefits Acts. That is where we come in. Currently in Canada there are about 8000 registered IPP and our group members have implemented 1 in four of these. We have the resources, knowledge and desire to make an IPP for your clients a seamless reality.

As part of the IPP Online system you and/or your accounting firm will be able to offer to your clients the best, most efficient, low cost IPP solutions in Canada. Yet IPP Online understands that your time is best spent working directly with your clients, you and only you would deal directly with your clients - we will never contact your clients without your expressed permission.

As well the IPP Online system is specifically designed to target your clients portfolio to the needs they have while keeping costs and fees in mind. That's why we have developed three passive, index based portfolios for your clients, using the true science of investing not speculation, market timing or guesswork.

Groundbreaking discoveries achieved by Nobel-prize winning economists are the springboard for ipponline.ca investing strategies. Implementing the important risk and diversification methodologies set forth by Markowitz, Sharpe and Miller-the fathers of Modern Portfolio Theory, the Ipponline.ca portfolios are solidly built upon this foundation.

Each of the three portfolios are constructed according to the important empirical research of Eugene Fama and Kenneth French-the investing mavericks who together discovered that more than 90% of all equity market returns come from exposure to three specific risk factors for stocks: market, size and value, and two for fixed income: term and default.

Each is risk-appropriate portfolio carries more than 80 years of historical risk and return data, giving investors long term risk and return characteristics for better choices in an IPP.

The IPP Online portfolios are designed to provide substantial global diversification (approximately 13,000 companies in 45 countries) in order to reduce investment concentration and the resulting increased risk caused by the volatility of individual companies, indexes, or asset classes. The IPP Online portfolios have been developed for your education in index investing and as such our constant monitoring has taken into account annual re-balancing, a consideration of risk exposure consistency, fees and costs to maintain target asset allocations as shown in the portfolios. See the portfolios page for more.

IPP Online will prepare all documents, implement and register the plan with provincial and federal regulators, complete the corporate trust and all other documentation and forward it to you as outlined below.

This package includes:

We will also:

We offer high volume discounts and special rates too.