Pricing

Transparent pricing that scales with your practice

Whether you collaborate with a PPP®-trained portfolio manager or operate independently, every plan includes fiduciary oversight, compliance, and concierge-level support.

Pricing

Prices may vary depending on the number of plan members and investments.

Plan fee waived

$0/ year

with select portfolio managers

  • INTEGRIS annual fee waived by Portfolio Manager
  • All fees are tax-deductible
  • Fiduciary oversight
  • Intergenerational wealth transfer
  • Creditor protection
  • Flexibility to invest in all asset classes
  • Contribution flexibility based on company cash flow
  • Contribution flexibility based on market volatility
  • Flexibility to use existing financial advisor
  • INTEGRIS Care support
  • Members unlimited
  • Admins unlimited

Plans starting from

$1,775/ year
  • Use your own advisor
  • All fees are tax-deductible
  • Fiduciary oversight
  • Intergenerational wealth transfer
  • Creditor protection
  • Flexibility to invest in all asset classes
  • Contribution flexibility based on company cash flow
  • Contribution flexibility based on market volatility
  • Flexibility to use existing financial advisor
  • INTEGRIS Care support
  • Members unlimited
  • Admins unlimited

Consulting and audit fee

$2,500
  • Fiduciary oversight
  • Larger tax deductibles
  • Intergenerational wealth transfer
  • Creditor protection
  • All fees are tax-deductible
  • Flexibility to invest in all asset classes
  • Contribution flexibility based on company cash flow
  • Contribution flexibility based on market volatility
  • Flexibility to use existing financial advisor
  • INTEGRIS Care support
  • Members unlimited
  • Admins unlimited

Be confident in your decision

Each request is carefully reviewed to ensure that the INTEGRIS PPP® is the correct solution for you.

Upgrade your IPP

We built a streamlined process for converting your Individual Pension Plan (IPP) to the INTEGRIS PPP®.

INTEGRIS clients can often save $800,0001 or more for their retirement when compared with traditional RRSPs. Get started today to see how much further ahead you will be.

1. Calculated by looking at the difference between RRSP and defined benefit contributions over the life of a plan, assuming an identical rate of return.

Get Started

“Each request is carefully reviewed to ensure the INTEGRIS PPP® is the correct solution. We only proceed when we know we can create measurable value.”

— INTEGRIS Care Team