What is
an IPP?
Benefits
of an IPP
Things to
Consider
Who is an
IPP Candidate?
How to setup
an IPP
FAQs
About IPPs
What is Newport Private
Wealth's IPP Expertise?

IPP Evaluation

Are you a business owner or an advisor to a business owner?

If advisor, questions are as follows:

What year was your client’s business incorporated?
What is the date of the client’s corporate year end?
What province is the client’s business incorporated?
What is the client’s age on December 31, 2012?
Is the client’s annual T4 income from the business greater or less than $127,611?
If less than $127,611: What is the approximate annual T4 income?
Is the client currently maximizing annual RRSP contributions?	Yes No
Is there a spouse earning T4 income from the business?	Yes No

What is the age of the spouse on December 31, 2012?
What is the approximate T4 income the spouse receives from the business?
How many years has the spouse been working in the company?	years

Your name:

First:

Last:

The name of your firm:

Please verify your email address:

If business owner, questions are as follows:

What year was your business incorporated?
What year did you commence receiving T4 income from the business?
What is the date of your corporate year end?
In what province is your business incorporated?
What is your age on December 31, 2012?
Is your annual T4 income from the business greater or less than $127,611?
If less than $127,611: What is the approximate annual T4 income?
Are you currently maximizing your annual RRSP contributions?	Yes No
Do you have a spouse earning T4 income from the business?	Yes No

What is the age of the spouse on December 31, 2012?
What is the approximate T4 income the spouse receives from the business?
How many years has the spouse been working in the company?	years

General Information

Your name:

First:

Last:

The name of your company:

Please verify your email address:

Would you like us to send a copy of the IPP proposal to your accountant?

Yes No

Accountant’s name:

First:

Last:

Accountant’s firm:

Accountant’s email address:

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