Financial Confidence | Executive
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Executive Risk Assessment for Financial Security

Executives need risk assessment management to address pensions, benefits, savings plans and investment strategies to provide financial security.

As an executive, you have special financial needs and goals:

  • How can I get the most out of my pension plan?
  • How much life insurance should I have?
  • Should I invest in an RSP or Tax Free Savings Account (TFSA)?
  • How can I pay my mortgage off and still afford to invest in my retirement plan?
  • What should I do about my recreational property?

Benefits for Executives

  • Optimize your benefits and savings as we have the expertise to help you with your personal and family financial security.
  • You may have a variety of corporate and/or government benefits and savings plans that need to be coordinated with personal benefits and savings plans. These require assessment and coordination so that benefits are not duplicated and that proper asset diversification is achieved.
  • Save time in your busy schedule. We manage the complexities of the financial markets, tax planning and plethora of products and services.
  • Gain peace of mind knowing that you have an advisor who understands an executive’s unique needs and who is able to provide direction with our 6-Step Financial Plan.