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June 2018

It is now our Senior Vice-President William Kennedy’s turn to co-author with colleague Lea Koiv. Found in this months edition of Advisor’s Edge, the article does not discuss whether a pension should be commuted; it focuses on whether it can be, and how that commuted value is calculated.

Follow this link to read our article: Are You Entitled to a Commuted Value?

February 2018

Company President, Mark Lesniewski co-authored a new publication in Advisor’s Edge this month with admired friend and colleague – Lea Koiv. The article is fairly technical, but includes information on terminal funding opportunities with IPPs. Terminal funding is a significant additional funding opportunity for baby boomers.

Follow this link to read our article: What the IPP Numbers Look Like in 2018.

October 2017

Effective October 26th 2017, LMC Group has moved to the 15th floor of Bow Valley Square Tower II in downtown Calgary!

We have outgrown our old space and are excited for this new opportunity to better serve our clients.

Feel free to drop in and say hello at:

#1500, 205 – 5th Avenue SW, Calgary AB T2P 2V7

September 2017

The Pension Adjustment (“PA”) represents the deemed value of the pension benefit earned during the calendar year, as a result of participating in an Individual Pension Plan (“IPP”). The Pension Adjustment is calculated every year for each Member of the IPP, and must be disclosed in box 52 of their T4 slip, along with the pension plan registration number in Box Number 50. Failure to report the PA can lead to an audit of the IPP by the Canada Revenue Agency. Please ensure you report the PA for every year you have the IPP Plan.

Please follow this link to download our 2017 PA Calculator.

August 2017

It is with great sadness but tremendous pride that we announce the retirement of William R. Keech, Vice-President of Client Services.

With many decades of experience in the field of consulting, Bill earned a respected reputation for his ability to demystify group retirement plans and deliver clear, straightforward advice. His knowledge extended through all fields of group retirement, and his eagerness to share and teach the rest of us will surely be missed.

We wish you all the best Bill! Congratulations!

May 2017

LMC Group would like to extend a warm welcome to Monika Horvat.

Monika is currently studying for her Actuarial designation and is an exciting and welcome new addition to our team.

January 2017

Expanding our Services in the Ontario Market

Lesniewski Moore Consulting Group Expands with Merger of W.C. Kennedy & Associates

As a company that prides itself on providing clarity, proactive service and support we have merged with W.C. Kennedy & Associates to continue meeting the demand for knowledgeable and timely advice. To learn more about how our practical and proven consulting services can help you and your clients make better decisions, please contact us for a meeting.

Click here to view the press release.

November 2016

After fulfilling her primary objectives, Dianne will be leaving LMC Group to pursue other interests.

LMC Group wishes to thank Dianne for her numerous contributions particularly with respect to marketing and profile building of the firm.

April 2016

Lesniewski Moore Consulting Group Inc. Hires New Regional Vice President

Lesniewski Moore Consulting Group Inc. is pleased to announce Lindsey McKinnon has joined the firm to further develop our growing regional business in Manitoba and Saskatchewan. Lindsey brings a wealth of experience within the industry, having spent 16 years in her role to support advisors and clients with the communication, implementation, and administration of Individual Pension Plans (IPPs).

Click here to view the press release.

October 2015

IPP Inc. announces new business name! Lesniewski Moore Consulting Group Inc.

CALGARY, Oct. 5, 2015 – IPP Inc. has announced a recent transformation in their business, changing their name to Lesniewski Moore Consulting Group Inc. [LMC Group]. Industry needs have changed and there’s a growing desire for a national boutique consulting firm to fill a niche service gap within the marketplace. Small to mid-sized companies are looking for an alternative service provider with innovative and practical actuarial and consulting support to assist them in making sound retirement planning decisions; personally, for their businesses and for their employees.

Click here to view the press release.