The Family Office Insider
The Family Office Insider
Podcast Description
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning.Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future.Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you.Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
Podcast Insights
Content Themes
The podcast explores key financial topics including legacy planning, investment strategies, and wealth management challenges faced by affluent families, with episodes like How Much is Too Much to Leave Your Children and Tax Implications When Gifting a Property to a Child, aiming to provide actionable insights for listeners.
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning.
Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future.
Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you.
Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
In this episode of Family Office Insider, host Jason Nagel, founder of Three60 Wealth in Calgary, sits down with Tatenda Mawoyo from GBL & Associates to break down Individual Pension Plans (IPPs) and who they’re best suited for.
Tatenda explains what an IPP is (a defined benefit pension plan designed for business owners and incorporated professionals) and why it can be a powerful alternative to an RRSP for the right person. They cover who typically qualifies, why age and salary structure matter, and how IPPs can offer higher contribution room, tax-deductible funding through a corporation, tax-sheltered growth, and even early income splitting opportunities.
They also dive into key planning questions like:
- How IPPs compare to RRSPs and corporate investing
- What happens to an IPP if you sell your business
- Setup and ongoing costs (and what’s included)
- Common misconceptions about IPPs being “too complex” or “too rigid”
If you’re an incorporated professional or business owner with strong corporate cash flow and you’re looking for a more efficient way to build retirement wealth, this is a must-listen.
Interested in seeing if an IPP fits your plan?
Reach out to Jason and the Three60 Wealth team to explore whether it makes sense as part of your overall financial strategy.
Disclaimer
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