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Managing your concentrated positions in your company’s own stock with a long-term, diversified investment portfolio
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Assisting you with stock options, Restricted Stock Units (RSUs), Deferred Stock Units (DSUs) and Performance Share Units (PSUs)
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Retirement Compensation Agreements (RCAs)
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Tax minimization strategies
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Equity monetization
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Family trusts
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Income-splitting strategies
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Smith maneuvers to create a tax deduction on mortgages
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Borrowing-to-invest strategies
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Long-term wealth management, financial and retirement planning