Team Profile details

PRESENTATION TITLE:
The importance of proper financial sequencing to build your wealth.

LEARNING OBJECTIVES:

  • List the flaws of investing with retained earnings inside a taxable corporation
  • Discuss personalized strategies for retirement building with financial advisorstributions
  • Discuss alternative methods to build up retirement wealth tax-efficiently

SYNOPSIS OF THE PRESENTATION:
In this presentation, we will explore and compare two primary methods for saving for retirement: the corporate route and the pension route. Our focus will be on their tax efficiency and performance. Ultimately, our goal is to demonstrate how these strategies can help you achieve a more enjoyable life sooner.

BIO:

Jean-Pierre Laporte has dedicated his career to improving pension legislation.

Frustrated that the significant benefits of pensions were not readily available to those outside of large companies, Jean-Pierre created the Personal Pension Plan ™ to level the playing field and open up a new world of financial options and increased retirement savings for incorporated professionals.

In 2004, Jean-Pierre Laporte set out to create a better solution for investors that wanted improved asset protection while minimizing taxes. With an impressive academic background at the University of Toronto, Osgoode Hall Law School and the Institut d’Etudes Politiques de Paris, he is often called upon as an expert witness before the House of Commons Standing Committee on Finance, and he has written several seminal articles on pension reform, including an expansion of the Canada Pension Plan.

In 2012, for his efforts are improving retirement solutions for Canadians, he was awarded the Queen Elizabeth II Diamond Jubilee Media by the Governor General of Canada.