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Find out more about theFamily
Pension Plan

We can help Canadian professionals determine the full extent of the benefits that can be realized within a Family Pension Plan (FPP).

Get In Touch


Are you a Canadian business owner or an incorporated professional? We’re here to help if you have questions about how to take advantage of the Family Pension Plan for your retirement savings. We will make every effort to provide a response within 48 hours.

Expertise inPension Management and Investment Tax Planning


ITI Financial is a boutique financial advisory firm with a long history (30+ years) of working with family enterprises and business owners. With structure and discipline as our tenets, we focus firstly on taxation in helping to preserve and increase wealth.

We are recognized for our advanced planning expertise, working with clients across Canada and cross-border on wealth creation and asset protection. As professionals within this space, we work in collaboration and consensus with tax lawyers and accountants – both as clients and colleagues – helping to maximize tax advantages for CCPCs and reorganize corporate and personal structure to facilitate business succession and wealth legacy.

From a pension management perspective, ITI Financial employs strategic partners with fiduciary oversight. Unlike traditional personal asset management, we focus on the differing investment and planning opportunities within the chassis of a Family Pension Plan (FPP), thereby allocating assets strategically across the varying accounts to maximize tax advantages. Our discretionary portfolio management team employs diverse opportunities, including individual stock selection, global ETFs, real estate and alternative assets.

Through this approach, we are able to offer business owners and incorporated professionals the golden standard of pensions and asset allocation previously only available to the large unions and government organizations in Canada.

ITI Financial Partners

Calu

Contact Us


Address:

ITI Financial Inc.

2nd Floor, 106 Main Street

Niverville MB

R0A 0A1

 

Phone Number:

(204) 668-8722

 

Fax Number:

(431) 800-5656

 

Email:

[email protected]

For more information

Let us know if you or your family have any questions on how to realize the full potential of the FPP.

Get In Touch
What we do

ITI Financial is a boutique financial advisory firm with a long history of working with family enterprises and business owners. With structure and discipline as our tenets, we focus firstly on taxation in helping to preserve and increase wealth.

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