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 require a wealth management approach that goes beyond investment selection and takes a complete approach to your financial planning.

We 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 and assets.

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.

How We Can Help

Our understanding and awareness of your unique tax and investment requirements allows us to apply strategies such as corporate class pools with tax deductible fees to achieve extreme tax efficiency for our 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
  • Provincial & Federal tax credits
  • Proper estate planning
  • Retirement income planning
  • Risk management with critical illness, long term care and travel insurance
  • Tax-efficient Corporate Class investing

Insurance products and services are provided through Assante Estate and Insurance Services Inc.