Alicja Gruntowicz, Financial Security Advisor
203, 4918 Roper Road, NW T6B 3T7 Edmonton, AB, Canada

Most grateful for your Business! Wishing you every success in 2021!

The biggest risk in investing is not understanding your investment options.

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Do you know about QROPS? This is a recognized qualifying foreign pension scheme The iA Financial Group is an approved QROPS supplier. The purpose of this programme is to facilitate the transfer between pension plans in the United Kingdom (UK) to pension plans in other countries that meet the requirements laid down by Her Majesty's Revenue and Customs (HMRC). If you have contributed to a funded or private pension in the UK and are 55 years old or older, you may be eligible to ...transfer pension tax exempt to Canada. QROPS qualification * Are you 55 or older? Did you contribute to British retirement? Planning to live in Canada for at least 5 years after the transfer? Do you think you qualify? If you think you qualify for UK retirement to Canada and would like to discuss your options. Contact us via Phone:780-465-5201 Direct: 780-632-0130 Address: [email protected] Booking option online: https://directory.bookedin.com/financial-destinations-group

Clients who own U.S. real estate whether for personal use or for investment purposes now may be a good time to review the Canadian tax-filing obligations, lest get caught by the Canada Revenue Agency under a new investigatory program.

Are you worried about protecting yourself and your family!? There are options to consider even when you believe you are no longer insurable! Talk you your advisor and find out all the details, of we can help you to protect your family!