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Executive Financial Plan (Professionals, Executives, Business Owners)

Executive Financial Plan (Professionals, Executives, Business Owners)

Regular price $5,000.00 CAD
Regular price Sale price $5,000.00 CAD
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A holistic financial plan aimed at high-earning professionals and executives who have complex needs and require multi-disciplinary advice. This level of planning is produced by a Certified Financial Planner (CFP) in collaboration with various other related specialists related to estate, taxation, asset allocation, and portfolio construction (CLU, CIM, CFA, CPA).

This plan includes:

  • goal setting, professional and/or corporate objectives
  • cashflow management & budgeting
  • retirement (accumulation or decumulation)
  • pensions, IPPs, alternative asset classes
  • insurance & risk management
  • debt & credit management
  • tax planning & reduction strategies
  • estate planning (Wills, PoA) & estate maximization 
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