Individual Pension Plans (IPPs)

Lea implemented her first IPP in 1991, when this strategy again became available to incorporated business owners.  While later employed at a pension and benefits consulting company, she was responsible for all of the IPPs.

She is an acknowledged expert in this area, having both published articles in this area and spoken widely on this topic. She has also been engaged as an “expert witness” as it relates to litigation in this area.

She is well equipped to advise in this area, including identifying situations in which this is an appropriate strategy for a business owner.

She has a strategic relationship with actuaries working in this area.