Executive Compensation

Services

  • Services to high net worth clients and senior executives that focus on protection, growth and transfer of wealth and income.
  • Strategies to attract, retain and motivate talented individuals in a highly competitive business environment.
  • Strategies to manage risk for the owner/senior executive and their families in both a cost and tax effective manner.
  • A total compensation approach that looks at all sources (base compensation, mid-term and long-term incentives, plus the value of pensions, benefits and many other perks).

Strategies

  • Protection of assets (Corporate and Individual) through the use of innovative and enhanced insurance solutions.
  • Protection of income through the use of tax-effective disability income (DI) solutions.
  • Protection of health and security of lifestyle through the use of critical illness (CI) insurance and/or Long Term Care (LTC) options.
  • Enhancing retirement options through the use of Supplemental Executive Retirement Plans (SERPs) such as Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs)
  • Discretionary asset management via Private Wealth Management Services for high net worth individuals, trusts and endowments.

 


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