Retirement savings plans and asset management

An individual retirement plan (IRP) is a defined benefit plan especially designed for entrepreneurs and incorporated professionals. This kind of plan offers the most generous terms and conditions allowed under the Income Tax Act  and allows you to accrue more retirement savings tax-free.

We take care of all the steps required for setting up an IRP. We make sure the plan is well managed on an annual basis and will help you make the best decisions regarding your IRP when it comes time to retire or sell your business.

We can also provide assistance with establishing and administering retirement compensation arrangements to employers who want to offer retirement benefits above certain thresholds set out in the Income Tax Act.