Sean Wilson

In this engaging discussion, Sean Wilson, a Certified Financial Planner and founder of Moraine Wealth Advisory, teams up with Navaz Cassam, President and Chief Actuary of GBL Inc. They dissect the complexities of pension plans for incorporated doctors, focusing on the Individual Pension Plan (IPP) and the Healthcare of Ontario Pension Plan (HOOPP). Topics include the advantages of tax-deferred funding, the impact of defined benefit formulas, and the flexibility of IPPs. Listeners gain valuable insights into maximizing retirement benefits and making informed financial decisions.