INVITATION

Business Lunch Event – for business owners and/or incorporated professionals.

Topic:

Personal Pension Plans for Business owners and/or incorporated professionals.

  • How to set up a personal retirement plan similar to main-stream pension plans
  • The tax benefits – tax deferred growth – income splitting – corporate deductions
  • How the pension can help with estate planning and succession planning

Hosts:

Susan-VP

Susan Mallin,

Vice-President Financial Planning

Lorne Steinberg Wealth Management
jeanpierre-laporte-integris-managment

Jean-Pierre A. Laporte,

CEO

Integris Pension Management
Lorne-Steinbery-wealth-managment

Lorne Steinberg,

President, Portfolio Manager,

Lorne Steinberg Wealth Management

Where:

36 Toronto Street 8th Floor (Toronto ON M5C 2C5)

Time:

Thursday May 31st

11:30 - 1:15PM

Lunch and refreshments served

RSVP required to susan.mallin@steinbergwealth.com or phone 416-485-0303