Corporate Executive

We define a corporate executive as someone akin to a business owner who does not enjoy all the same benefits.

Here are some questions you should be asking.

Financial Planning

• Have I identified the pros and cons of my company pension plan?
• Am I maximizing my company savings plans?
• Can these plans ensure I maintain my desired lifestyle at retirement?

Investment Counsel

• Am I assessing my risk tolerance correctly?
• Have I properly allocated my assets between corporate and personal plans and is this allocation tax efficient?
• Do I have an exit strategy for company stocks and options?

Retirement Planning

• Am I assessing my time horizon correctly?
• Have I accounted for the loss of corporate benefits at retirement?
• Have I given thought to income-splitting and my legacy wishes?