Individual Pension Plans (IPPs) are often positioned as the next logical step for high-earning physicians — but louder doesn’t always mean better.

In this 30-minute educational session, we’ll cut through the noise and examine where IPPs truly fit within a physician’s broader wealth strategy, exploring how career stage, income stability, existing structures, and long-term goals determine whether an IPP is a powerful addition to your financial closet — or a tool being added too soon.

You’ll learn:

• What an IPP actually is (and how it differs from RRSPs and corporate investing)

• Where IPPs can be highly effective — and where they can create unintended complexity

• How career stage and income trajectory influence whether an IPP makes sense now, later, or not at all

• The key questions to ask before adding an IPP to your plan, including tax efficiency, flexibility, and administrative trade-offs

• How to evaluate IPPs through an audit and align lens instead of rules of thumb or peer comparison

Wednesday, February 25
5:00 p.m.