EP340 The Pension Playbook
From The Cash Rich Exit Podcast by Colleen O'Connell-Campbell, Wealth Advisor at RBC Dominion Securities,
February 10, 2026 · 42 min
About this episode
The episode discusses how registered pension plans can significantly benefit incorporated business owners in Canada.
Episode Summary: Forget everything you thought you knew about pension plans being just for government workers. In this episode, pension lawyer Jean-Pierre (JP) Laporte, Pension Lawyer and Founder, Integris Pension Management, joins host Colleen O'Connell-Campbell to share a series of powerful, real-life case studies showing how registered pension plans - including Individual Pension Plans (IPPs) and Personal Pension Plans - are quietly and dramatically transforming the wealth trajectories of incorporated business owners across Canada. From a 73-year-old founder who saved his family $4 million in a single phone call, to a lawyer who discovered his pension was exempt from departure tax when relocating abroad, these are stories of what happens when the right strategy meets the right advisor. JP also breaks down the seven tax deductions available through a registered pension plan, the 2020 Ontario regulatory changes that removed the biggest barriers to entry, and why the only thing standing between most business owners and better retirement outcomes is awareness. Key Takeaways Since December 8, 2020, Ontario eliminated provincial registration requirements for connected persons…
People in this episode
Host: Colleen O'Connell-Campbell
Guest: Jean-Pierre (JP) Laporte
Topics covered
- pension plans
- wealth management
- business owners
- tax deductions
- retirement strategies
Keywords
- pension plans
- Individual Pension Plans
- Personal Pension Plans
- tax deductions
- retirement outcomes
Mentioned in this episode
Organizations: Integris Pension Management
Places: Ontario
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