G E T T I N G   S T A R T E D

    

 

FOR BUSINESS OWNERS

    

ARE YOU AN IPP CANDIDATE? 

IPPs are ideally suited for:

  • An incorporated owner, professional, or executive;
  • Earning T4 income of $100,000 +;
  • Age 40 to 71

To further discuss your IPP opportunity, please:

  • Contact your Financial Advisor directly; or 
  • Contact us to request additional information or a personalized IPP Snapshot Report

FOR FINANCIAL ADVISORS

    

YOU ADMINISTER THE ASSETS,
WE ADMINISTER THE PLAN.

Similar to other registered plans, the assets of an IPP will need to be invested and administered. We do not compete with your services, we complement them by offering you unique solutions for your clients seeking to maximize their retirement income.

DCI’s expertise is in simplifying and managing the IPP process from end to end, including preparing and presenting IPP illustrations for you and your clients, annual and triennial regulatory reporting and ongoing support to all parties.

We would be pleased to meet with you to talk about business opportunities or specific client situations, please contact us for additional information.