Professional Services and Fees
As a Family CFO, I offer one source for all of your personal finance advice needs. Fees are custom designed with no standard fee schedules. Once we decide on services then I will provide a fee proposal. All fees are flexible to fit anyone’s budget – I have no minimum client size. Every year we will revisit fee levels to ensure you continue to be happy with value. As long as you are practical in your service and fee expectations, it will be possible to design an advisory relationship together.
Here is a partial summary of what I offer clients as a Family CFO:
Investment portfolio design and investment products
Tax planning and overseeing tax return preparation
Insurance needs analysis and insurance products. Learn more about our insurance services
Executive compensation strategies including supplemental pension plans, retirement compensation arrangements, stock option and planning other perks
Estate planning before death and assisting with estate windup after death
Retirement planning before retirement and retirement income design after retirement
Children’s financial planning including RESPs and in-trust accounts
Integrated personal financial planning tying all of the above areas together for effective overall planning.
I also offer the following special services:
Severance and early retirement counselling of departure packages
Small business owner succession planning of the business
Divorce financial planning
Eldercare services by assisting with nursing home financing and structuring finances in advanced stages of life
Advanced financial planning including family trusts, holding companies, professional corporations, Will planning, selection of estate Executors, Employer stock option planning, alternative investment strategies and more.