Are you a financial advisor? Not sure how to talk to your clients about individual pension plans? Check out our article on Advocis’ eFORUM: Communicating Your Vision to Clients: an IPP Case Study
Download the article here.
- Q&A regarding individual pension plan (IPP) beneficiaries
- When to set up your children as beneficiaries of your IPP
- Benefits of adding your children to your IPP
Click here for our 2025 Summer Newsletter.
- Our first article with Advocis eFORUM on the powerful individual pension plan
- A trade war brings economic uncertainty – Should you be worried?
- The holistic and strategic asset management approach: ALM studies
Click here for our 2025 Spring Newsletter.
Ever wonder why we promote IPPs so much? Check out our article on Advocis’ eFORUM: The often-overlooked IPP is more powerful than you think.
Download the article here.
- CPP and OAS Rates, YMPE and YAMPE Limits for 2025
- Announcing The Pension Pod, our new podcast
- 2025 Inflation Outlook
Click here for our 2025 Winter Newsletter.
- the biggest changes in IPPs in recent years
- why you would benefit from an IPP
- what happens to an IPP when the company is in financial difficulty
- Got pension surplus? Understand your options.
- Make a sunny day plan to align with your long-term pension goals.
- Are you prepared for year-end?
Click here for our 2024 Fall Newsletter.
- The rise of the modern DB pension plan
- Top 5 reasons to join CAAT DB Plus
- Upcoming September regulatory deadlines
Click here for our 2024 Summer Newsletter.
- Q&A regarding pension spousal and beneficiary rights in Ontario
- June 30 Deadlines
- Beneficiary Awareness Campaign
Click here for our 2024 Spring Newsletter.
- CPP and OAS Rates, YMPE and YAMPE Limits for 2024
- Leap Year Deadlines
- CPP2 Enhancement Takes Effect
Click here for our 2024 Winter Newsletter.