Episode Summary
In this weeks episode, Ethan Astaneh, Wealth Advisor | Client Relationship Manager at Nicola Wealth, explains how IPPs work for incorporated professionals, business owners, and executives - offering tax deferral, income splitting, and estate planning benefits that can help families manage wealth more efficiently.
Discover real-world examples, eligibility criteria, and why successful professionals are incorporating IPPs as a complement to traditional RRSPs. If you're earning high T4 income or planning to sell your business, this retirement strategy could enhance your long-term retirement and estate planning.
Episode Featured on:
The Wealth Exchange
The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.
Disclaimer
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.
