Seminars are currently being offered in the following areas and are open to advisors, dealers, individual, the press and accountants and member of the legal and insurance community.

- Halifax, NS
- St. John, NB
- Toronto, ON
- London, ON
- Windsor, ON
- Winnipeg, MN
- Regina, SK
- Calgary, AB
- Edmonton, AB
- Vancouver, BC

Please call for times and dates in your area.
866-300-7786

Free IPP Seminars

IPP Online Canada is now offering free seminars on IPP's in your area!

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. Our seminars will show both the individual and the advisor how best to understand, implement and fund an IPP. We will show you step by step what the process is to bring an IPP to life and the pitfalls which can befall those how choose to try this alone.

Topics include:

What is an IPP?
The Model IPP Member
Understanding the Quotation

Once the need for an IPP has been established a full funding quote will be order and we will explain how to understand and present the funding quote.

A representative is available for consultation in person or via conference call to answer any questions that may arise.

The IPP Advantage
Setting up the IPP

Understanding and completing the document process. (This is what we do, but it is important you understand this and why, although our group would do all this work.)

IPP Online will register your Individual Pension Plan with Canada Revenue Agency (CRA) and the applicable provincial authority (if required). You will work with your IPP Online financial advisor for the funding of the plan assets.

What Can Go Wrong When Plans are Not CRA Compliant

Many, many times IPP are set up incorrectly and the CRA comes down hard on these plans. We will show you the pitfalls and how to avoid them before they get in trouble.

Death Benefits/Termination

Working with your IPP Online Advisor

After the plan is accepted by the CRA and any provincial bodies many other issue may arise:

Your IPP Online Canada team will explain all continuing and follow-up for you plan and complete all annual and triennial reported required.

Showing the Importance and Value of an IPP over an RRSP

IPPs allow for much more funding and a wider latitude for expensing than RRSPs and IPPs offer a greater ending pension than an RRSP ever could.

CRA Funding Guidelines