Financial Planning for Tech Professionals and Engineers

You Have Unique Needs - I Can Help

Financial planning for engineers and tech professionals is a specialized area of practice because of the tax complications that can arise from career volatility and heavy stock compensation – particularly for those working in the start-up world.

You need expertise that will help you reduce your tax burden and take advantage of your various employment benefits so that you can focus on spending more time doing what you enjoy most.

With my financial planning services, I work with you to develop a comprehensive financial plan that takes into account your unique needs and goals. I can assist in managing your cash flow, planning for significant expenses, mitigating your tax burden, and securing your long-term financial future.

Let's Talk

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My Financial Planning Approach for Engineers and Tech Professionals

With my help, you will have a partner to guide you through the financial planning process that is aligned to your business and personal goals. We will work together to identify any financial challenges you're facing and develop a customized plan that aligns with your priorities. My goal is to help you manage your finances with confidence and to build a strong financial foundation for your future growth.

I help engineers, tech professionals and executives with:

Group Savings Plans and Compensation Packages

I'll review your benefits and compensation packages to fully understand the benefits available to you . This includes group RRSPs, Deferred Profit-Sharing Plans (DPSPs) and Restricted Stock Unit (RSUs) packages, as well as insurance coverages.

Analyzing, Optimizing and Managing Investments

With my help, you can analyze, optimize, and manage your investments more effectively.

Cashflow and Debt Management

Cashflow and debt management is a key component of my services to help you manage your financial stability.

Risk Management and Insurance Planning

Mitigating risk and planning for insurance is a critical part of building a strategy for you.

Full-Picture Holistic Financial Planning

My full-picture holistic financial planning provides a comprehensive strategy designed to meet both short-term and long-term financial goals.

Philanthropic and Legacy Planning

We'll discuss a strategic approach to charitable giving and crafting your legacy.

Retirement Planning

We'll discuss retirement planning no matter what stage you're in.

Learn More About the Services I Offer

My goal is to assist you in developing a financial plan that is tailored to your needs and lifestyle, regardless of your current situation.