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Goal 1:Eliminate volatility and protect your family
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Goal 2:Create a tax efficient pension plan
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Goal 3:Leave a legacy for your loved ones
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Set yourself up for retirement and save up to 100% of your taxes
A typical response is – that is impossible. We get that but actually it is possible. We design custom fit retirement plans worth investigating. The plans are individualized and tailored to be a perfect fit for you and your family. You who has built your wealth from the ground up and doesn’t want to see any more go to the tax man than absolutely necessary. -
Set yourself up with a tax efficient cash flow over 25+ years
The plan is ideal for anyone that wants to create a large and tax efficient cash flow over 25+ years of retirement and that is tired of seeing their investments on a roller coaster ride... and paying large management fees for the experience.
The pension plan is a unique asset class because it is not correlated to the market, is tax efficient, and because of the additional protection and the legacy it provides for your family. That set of attributes cannot be found in any other investment asset. -
Enjoy a tax efficient retirement (currently 53.5% in the top tax bracket)
The pension is ideal for those that are facing the top tax bracket throughout retirement (currently 53.5% in Ontario). It creates a tax efficient cash flow for your retirement and any equity left in the plan at the time of your passing can be left to your spouse, children, or grandchildren.
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Create a stable, volatile-free cash flow during retirement
The pension plan creates a stable, volatile-free, cash flow over 25+ years of retirement. For example, for a 55 year old in today’s market, the plan has the potential to create the same after tax cash flow as a bank GIC yielding 7.2%.
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Build additional protection for your loved ones through legacy planning
The strategy builds in additional protection for your family. As soon as the plan starts it provides several million of additional life insurance protection for your loved ones and ensures there is a legacy left for your children and grandchildren.