PUHL / WEALTH BAR
GROUP RRSPs AND INDIVIDUAL INVESTMENTS
PPI Valet’s WealthBar program is targeted to those who are looking to invest $300/month or less on an affordable group savings plan. Also known as a group RRSP, but the WealthBar plan also includes TFSAs (Tax Free Savings Accounts) and DCPPs (Defined Contribution Pension Plan).
With WealthBar you and your employees can:
- book a call or chat with their advisor online
- get retirement planning advice tailored to their life goals
- obtain financial advice on other items from mortgages to insurance
DID YOU KNOW? Canadians with employer-sponsored savings plans have 5 and a half times the net worth than those without
SET UP YOUR EMPLOYEES WITH WEALTHBAR
Puhl will help you and your employees with their group savings plan, outlining how to use the software and how you and your employees can get your money working for you!
HOW IT WORKS:
- select a portfolio on WealthBar
- choose how much to invest
- WealthBar opens a RRSP for them
- employee deposits go straight from their paycheque to their investment, saving them taxes and other troubles
- view balance, returns, and more on a simple and easy-to-understand WealthBar dashboard
THE PUHL WEALTH MANAGEMENT PROGRAM
Our objective is to create mechanisms and planned investments to help achieve strategic financial goals, we align your goals and objectives with a systematic wealth management plan to help you achieve or exceed your designated financial needs.