Solutions for your future needs.

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(519) 397-5000

Utley Financial Group
3 William St Unit #3
Chatham ON N7M 6B3
Phone: (519) 397-5000 Fax: (519) 397-1432
Email: darrin@utleyfinancialgroup.com

Individual Pension Plan

An Individual Pension Plans (IPP) is a vehicle for retirement and estate planning for the right person (business owners over 40 or incorporated professionals earning around $100,000 or more). It is a defined benefit pension plan which provides greater tax deferred contributions than those available through a Registered Retirement Savings Plan (RRSP).

Contact me to discuss the potential for a IPP for your needs.

 

 

Book a meeting Sample Plan Fact Find

Insurance products, including segregated fund policies, are offered through Utley Financial Group and Darrin Utley, Stephanie Sparks, Dianne Downie, Cody Wilkins and Kimberly Roe offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

For the Quadrus privacy policy, click here.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

Affiliated with Canada Life Assurance Company.

Utley Financial Group is a proud member of:

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