Fit With Executives and Managers

As a Manager or Executive, you are leading a busy life where finding the right balance between family and career is a challenge.

As your income and assets grow your needs become more complex and requires a wealth management approach that goes beyond investment management and takes a complete approach to your financial planning.  As your advisor, I am fully aware of the unique tax credits and advantages suitable for higher income earning Canadians.  

DOWNLOAD A SAMPLE FINANCIAL PLAN FOR EXECUTIVES AND MANAGERS

I work with a team of professionals, including an estate lawyer, insurance specialist and tax planner. We collaborate with your existing professionals (accountant, lawyer, etc) to build a robust and comprehensive approach to managing your wealth.

When you have trust and confidence your finances are being managed effectively you can focus on other parts of your life including family and career.

Chris has been our financial advisor for close to 5 years. There are many qualities in Chris that made our decision to leave our previous advisor an easy one. He is professional and exeptionally client driven. His knowledge of the industry is current both from a tax planning and an investment point of view and we benefit from his guidance. What perhaps sets Chris apart from other planners we have worked with is his personal attention to our questions, meetings and follow-up - he is exceptional!

— Craig P.
Halifax, NS

How I Can Help

My understanding and awareness of your unique tax and investment requirements allows me to apply strategies such as corporate class pools with tax deductible fees to achieve extreme tax efficiency for my clients.

We have had a dramatic positive impact with Managers and Executives in the following areas:

  • Executive compensation planning
  • Using universal life insurance as a tax shelter
  • Utilizing flow-through shares to reduce tax
  • Proper estate planning
  • Retirement income planning
  • Risk management with critical illness, long term care and travel insurance
  • Tax-efficient Corporate Class investing

Client Centric Process

Our clients are at the core of everything we do. My team from our Wealth Planning Group and I take a client centric approach in managing our clients wealth. We develop a comprehensive wealth plan unique to each client’s situation and work collaboratively with our client’s existing professional advisors to implement and monitor this plan. This is a unique process that allows for open, honest communication between all parties which delivers optimal results for our clients.