With a portfolio of financial solutions tailored to the needs of business owners and incorporated professionals, we’ll help you plan for a financially secure retirement.Contact Us
As a business owner, we want you to feel confident about your retirement. An Individual Pension Plan (IPP) is a defined benefit pension plan that allows you to increase your retirement savings and establish long-term financial security.
Ideal for high-income earners ($150,000+) such as business owners, athletes, executives, and incorporated professionals who wish to sustain their standard of living into retirement, a Retirement Compensation Arrangement represents the highest level of retirement program available in Canada.
A Health & Welfare Plan (HAWP) offers incorporated professionals and business owners a reliable and economical way to provide expanded medical and dental coverage for themselves, their families and certain employees.
The Fair Market Valuation (FMV) of a life insurance policy can be used for the purposes of valuing policies transferred to a corporation prior to March 22, 2016, for valuing a corporation’s shares, for divorce calculations for marital property, for transfers from corporately owned to personal, for US Citizens owning Canadian policies residing in Canada and vice versa, and for charitable giving.
GBL is a recognized leader in FMV.
My overall experience dealing with GBL has been "exceptional." I have and will continue to refer you to anyone in need of Actuarial Services.Yves Bergeron, FSA, FCIA
Our financial solutions add value to your client relationships and can play an instrumental role in helping you grow your book of business.
With a portfolio of financial solutions tailored to the needs of business owners and incorporated professionals, we can help you plan for a more financially secure retirement.
On the election trail in 2015, the Liberal Party proposed a series of changes to eliminate certain benefits for higher income earners, to focus on cuts to the middle class and to increase spending on infrastructure and other special interest groups. On March 22, 2016 the first steps of this game plan were put into […]Continue reading
For the financial planner, there are a number of unique concerns to address when providing overall compensation strategies for professional athletes such as NHL or NBA players: The athlete will have a comparatively short career, likely lasting a decade or less. Salaries are considerable during this time period with sizeable increases as the athlete’s career […]Continue reading
We get what it takes to build a business and we know how to secure your future. Since we began, GBL has helped corporations and incorporated professionals across Canada establish more than 2,000 Individual Pension Plans (IPP), more than 500 Retirement Compensation Arrangements (RCAs), and we’ve led the way in Fair Market Valuations (FMV).
Contact us today to learn more about our portfolio of financial solutions tailored to the needs of business owners.