Skip to main content

INTEGRIS Pension Management

Corporate Pension PlansFor Business Owners Who've Outgrown RRSPs

INTEGRIS administers institutional-grade pension structures that deliver significantly higher contribution limits, creditor protection, and tax efficiency than registered retirement accounts.

$57,370+Annual Contribution (Age 55)
100%Creditor Protected
$800K+¹More Than An RRSP

¹ Lifetime difference vs RRSP, assuming identical rate of return.

CRA Registered
Fiduciary Standard
Legal Oversight
Creditor Protected
Est. 2011

In the Press

Pension thinking the national press takes seriously

I was a pension lawyer on Bay Street servicing very large public and private sector plans, and I realized there was no pension plan available for lawyers and for many other Canadians who don't have access to an employer-sponsored pension plan.
Jean-Pierre Laporte, founder of INTEGRISThe Globe and Mail
A registered pension plan that is owned by the incorporated individual but is set up and administered by INTEGRIS.
The Globe and MailReport on Business

Two Paths to Institutional Retirement

Which structure fits your business?

Personal Pension Plan (PPP®)Most PopularMaximum Flexibility

Contribute far more than an RRSP — and stay flexible

Contribute well beyond RRSP limits — every dollar tax-deductible to your corporation — with a plan that flexes contributions up in strong years and down in lean ones, and can credit past years of service.

Flexible contributions that adapt to variable income—without sacrificing pension benefits.

Ideal for:Entrepreneurs of any age seeking maximum control and flexibility
PPP=Defined Benefit+Defined Contribution+AVC
Individual Pension Plan (IPP®)Guaranteed Security

Predictable retirement income, guaranteed

Lock in a retirement income set by formula, not the markets — funded by tax-deductible corporate contributions, with guaranteed top-ups when investments fall short.

When markets underperform, your corporation makes tax-deductible top-up contributions.

Ideal for:Business owners 40+ with stable income seeking predictable outcomes
IPP=Defined Benefit+AVC
Add-on for high earners

RCA (Retirement Compensation Arrangement) — Once you have an IPP or PPP®, add uncapped tax-deferred savings for income exceeding $250k. Learn more

See Your Number

How much more could your corporation contribute?

Compare a Personal Pension Plan to an RRSP with your own numbers. No account, no email — just your figures and an instant projection.

Open the calculator

Estimates are for illustrative purposes only. Actual results depend on your individual circumstances.

Our Process

From discovery to administration

We guide you through a structured process. You retain full control of investment decisions—we handle everything else.

Step 1

Illustration Request

Complete our quick e-form with your basic income information.

10 min
Step 2

Illustration

We prepare a detailed illustration showing projected contributions and benefits.

1-2 days
Step 3

Plan Setup

Complete onboarding documents. We review in detail and submit to CRA for registration.

~1 hour
Step 4

CRA Registration

CRA reviews and approves your pension plan registration.

3-6 months
Ongoing

Administration

Plan governance and oversight, regulatory filings and compliance monitoring, administrative continuity, and lifecycle fiduciary stewardship.

Annual

Role of INTEGRIS

As your fiduciary pension administrator, INTEGRIS is responsible for:

  • Fiduciary administration responsibilities
  • Regulatory compliance oversight
  • Coordination with actuaries, custodians, accountants, and advisors

Conflict-Free Administration

We do the actuarial work.
You keep control of everything else.

INTEGRIS operates under a pure fiduciary standard. We don't sell investment products, manage assets, or compete with your existing advisors. Our only job is pension administration.

Schedule a Consultation
For You

Investment Freedom

Choose any qualified investments. We have no products to sell and no conflicts of interest.

For Your Advisor

Full Mandate Retention

Your wealth manager keeps 100% of AUM. We handle actuarial—they handle assets.

For Your Accountant

Clean Tax Integration

All pension contributions flow through as corporate deductions. Simple, auditable, compliant.

After You Join

What an INTEGRIS relationship looks like

Setting up the plan is just the start. Here is the ongoing work we handle so your pension stays compliant and optimized, year after year.

Annual plan health check

Each year our actuaries revalue your plan and confirm your maximum deductible contribution.

Your member portal

Track contributions, statements, and plan documents in one secure place, anytime.

Compliance handled for you

We manage CRA filings, regulatory updates, and fiduciary oversight so you don't have to.

Your advisors stay in place

We coordinate with your accountant and wealth manager — we administer, they keep the relationship.

Common Questions

Frequently Asked Questions

Still curious? Our team of pension specialists is ready to walk you through the details and determine if the Personal Pension Plan (PPP®) is right for your situation.

You need an employment relationship with T4 income to qualify. While the plan sponsor is typically an incorporated company, other entities (like Limited Partnerships) may sponsor a plan for T4 employees. Sole proprietors relying on business income do not qualify.

Advisor Exclusive

Join the INTEGRIS President's Club

The INTEGRIS President's Club is an advisor-only subscription for professionals who want deeper insight, practical pension strategies, and direct access to INTEGRIS leadership.

Monthly President's Club Study Sessions — interactive Teams discussions led by our CEO and pension experts
Exclusive Q&A Access — ask questions live and get clarity on complex client scenarios
Early Access to Updates — hear first about new tools, legislative changes, and strategies that impact your clients
Advisor-Focused Insights — curated, practice-building content not available through public channels
Direct invitations — never miss a session or announcement