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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. Please submit your question, and indicate whether you prefer to be contacted by phone or email. 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.