This conversation delves into the differences between Individual Pension Plans (IPPs) and Personal Pension Plans (PPPs), highlighting their structures, benefits, and suitability for business owners. The discussion features insights from pension experts Matthew Bernard and JP Laporte, who explore the advantages of each plan type, including tax benefits, contribution limits, and intergenerational wealth transfer. The conversation emphasizes the importance of educating business owners about these pension options to enhance their retirement planning strategies.

MATTHEW BERNARD

Bio Coming Soon…

JP Laporte

CEO, Integris Pension Management

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.