Individual executives receive concentrated attention from one of our senior staff members (and their team), with unlimited implementation assistance.

Though sponsored by the company, the individual is the client of Macdonald, Shymko & Company and all planning is strictly confidential - with no personal information reported back to the employer sponsor.

Executives (and their spouse/partner) are free to choose from the same range of services we offer our personal clients. These areas include:

• Investment analysis
• Income tax planning
• Risk management
• Cash management
• Estate planning and administration
• Retirement planning