Financial Advisors

By encouraging your clients to save through INTEGRIS instead of an RRSP, you will be providing another tax efficient way of accumulating a sizeable nest egg for retirement with pre-tax dollars.

Under the INTEGRIS Personal Pension Plan, Financial Advisors can be named by the client as the plan's investment manager. This ensures continuity in the investment advice provided, and maintains the revenues streams of the financial advisor at the same time. Because INTEGRIS increases the assets under management available to the client, where financial advisors are compensated on a total assets basis, their own compensation will increase. Moreover, the INTEGRIS plan provides an opportunity to better tax shelter income producing investments, thereby freeing more capital for non-registered investments.

The tax rules applicable to the INTEGRIS Plan also give those clients who have suffered market setbacks an opportunity to “top up” their accounts with additional tax-deductible contributions. This allows clients to tax-effectively replenish their pension after a market downturn which also increases the total assets under management for financial advisors.

For more information

Let us know if you or your financial advisor have any questions on how to realize the full potential of the PPP.