Some of the services I offer include:

  • Managing your concentrated positions in your company’s own stock with a long-term, diversified investment portfolio

  • Assisting you with stock options, Restricted Stock Units (RSUs), Deferred Stock Units (DSUs) and Performance Share Units (PSUs)

  • Retirement Compensation Agreements (RCAs)

  • Tax minimization strategies

  • Equity monetization

  • Family trusts

  • Income-splitting strategies

  • Smith maneuvers to create a tax deduction on mortgages

  • Borrowing-to-invest strategies

  • Long-term wealth management, financial and retirement planning