Wealth Management & Individual Pension Plans for Dental Professionals

Purpose of the session

• Enhance retirement outcomes for incorporated dentists.
• Introduce advanced, tax-efficient investment strategies.
• Individual Pension Plans (IPPs) as a planning tool
• Incorporating more sophisticated, unique & consistent return investment options into your Dental Corp portfolio and IPP.
• Understand broader investment options than stocks, bonds, and cash.

Key takeaways

• Maximizing the effectiveness and return of a dental corporation.
• Key benefits, features, and tax savings of pension plan approach
• Financial planning integration
• Integration with overall investment and practice planning
• Case study: fifty-two-year-old, incorporated dentist (optional)
• Comparison chart: current approach versus IPP and Corporate Investing

DUANE J LEDGISTER
Wealth Advisor & Partner, Connor Clark & Lunn Private Capital
Duane Ledgister has decades of experience in the investment industry, working closely with high-net-worth, not-for-profit and institutional clients to address their investment & financial management unique needs. As a portfolio manager and wealth manager at Connor Clark & Lunn (CC&L) Private Capital, he prides himself on being a steward of client capital by providing unique insights and innovation while ensuring his clients continue to be even more financially successful. His accreditations include a Bachelor of Arts—Finance & Economics degree from the University of Western Ontario and the Chartered Investment Manager (CIM) designation. As part of his ongoing commitment to advocacy within the investment industry, Duane is one of many co-founders in the Black Opportunity Fund (BOF) and an active member on BOF Capital Inc. investment committee, to establish a sustainable pool of capital to fund Black led businesses. His personal goal is to offer ongoing mentorship to younger graduates seeking guidance on navigating the industry in today’s current environment. Duane feels passionate about supporting his community in many ways and serves on the Board & Chair of the Finance, Audit & Investment Committee of Ronald McDonald House Charities (National). Previously he served on the Foundation Committee of Toronto’s Casey House and as a board member of the CANFAR. Duane enjoys international travel, public speaking, and is passionate about contemporary Canadian art.