Richard Dri, is a Portfolio Manager and founder of Dri Financial Group at Scotia Wealth Management.
By listening to Dri’s podcasts, you will learn the strategies that successful investors use to become financially independent.
Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. For more information visit www.scotiawealthmanagement.com. Dri Financial Group is a personal trade name of Richard Dri.
Jean-Pierre (JP) LaPorte is the founder and CEO of INTEGRIS Pension Management Corp., a Toronto-area pension consultant. Formerly a pension lawyer on Bay Street, JP realized that private sector employees did not have access to the same quality benefits packages and pension plans as some of his clients. Consequently, he founded INTEGRIS and created a Personal Pension Plan (PPP), which allows private sector employees to build up a substantial nest egg of their own.
In this episode, JP discusses what is was like to found his own compoany, what a PPP offers that an RRSP or IPP can’t provide, and how you can use your PPP to make the most of tax season.