Olympia Trust CompanyPrivate Health Services Plans (PHSPs) - Administration of Private Health Services PlansCorporate and Shareholder Services including transfer agent and trustee servicesSelf Administered Plans: RRSP, RRIF, LIF, LRIF, and LIRAForeign Exchange - Foreign Currency Exchange Services
Private Health Services Plan

PHSP Technical Information

This section provides you with technical information on various portions of a Private Health Services Plan. This includes documents from CRA giving accurate specifications of what makes a PHSP qualify, letters from accountants addressing our plan, and an overall in-depth analysis of the PHSP components. We recommend you begin reading this part of the site after you have gone through the Quick Overview and the program that fits your company description (small group, large group, proprietor).

Requirements for a Qualifying PHSP

CRA Documents

Accountant Letters

2006 Tax Information

Definitions

Sample List of Eligible Expenses

For a detailed list of Eligible Expenses under the Income Tax Act, please see Canada Revenue Agency's website

 

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