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PROTECT CLIENTS FROM RISKY SYNDICATED MORTGAGES

ADVISOR.CA – Simon Doyle and Katie Keir
Larry Jacobson, a fee-only advisor with Macdonald, Shymko & Company in Vancouver, …

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Employer Sponsorship Programs

Corporate and Business Financial Planning

We recognize that in today’s competitive environment, companies are looking for creative ways to design compensation packages for their executives and key employees. Macdonald, Shymko & Company Ltd. (MSC) provides various corporate services to help companies provide meaningful and attractive financial planning packages. 

 

Comprehensive Financial Advice for Executives

Comprehensive Financial Advisory services are our most popular executive management team benefit. If the services are determined to be retirement counseling, they can be provided as a tax-free benefit to the executive and are deductible to the corporation.

Exactly what services the program covers is tailored to the budget of the Employer, although most plans do include our income tax preparation services. Should services in excess of the budget be desirable, the employee is welcome to discuss their additional needs directly with their MSC Fee Only Financial Advisor.

It is important to note that although the company sponsors the services, the individual is the client of MSC and all planning is strictly confidential. No personal information is reported back to or discussed with the Employer sponsor.

 

Financial Checkup for Employees

Another popular service offered under Employer Sponsorship is the Financial Checkup Program, where MSC and the Employer jointly determine a specified service package and employees are invited to participate. Services included in the package are developed with respect to the Employer’s budget and the types of service determined to be of value to the employees. Knowing that their company cares about their financial well-being enhances employee and company morale.

 

Seminars and Presentations

In addition to our one-on-one advisory services, we offer the option to provide educational presentations to a group of employees simultaneously. Our educational seminars and workshops are presented by an MSC Fee Only Financial Advisor and can be offered in single or multiple sessions.

Content is current and presentations can be tailored to meet your company’s needs. In addition to the topics covered in our financial planning modules, we can customize presentations to cover a multiple topics in one session. Examples of possible seminars include Retirement Planning Considerations and Retirement Portfolio Consideration.

Our Fee Only Financial Advisors are available to travel to requested locations.

 

Termination Counseling / Retirement Counseling

Few transitions in life are as difficult as retiring or being terminated. Whether leaving a job is mandatory or optional, the implications of the change on one’s life are significant.

MSC offers retirement and termination counseling services, which can assist in this transition. Our personalized services focus on the financial aspects of the transition, and, where appropriate, our professionals can also incorporate information and counseling on lifestyle issues surrounding the change.

As benefits of retirement & termination counseling, employees:

  • Obtain a better understanding of their financial situation, enabling them to make more informed decisions regarding specific retirement or severance options.
  • Develop a clearer understanding of their related, non-financial opportunities and challenges.
  • Receive guidance on minimizing income tax consequences.
  • May benefit from reduced stress and uncertainty.
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