Engineers and Tech Professionals

​You are busy, analytical people. You have some sort of investments due to group retirement programs and/or saving because you know you “should,” but have no real plan in place -  often because you haven’t had time to analyze all the options properly yourself. This is where 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.
 
I help engineers, tech professionals and executives by:
 

• Reviewing their benefits and compensation packages to fully understand the benefits available (including group RRSPs, Deferred Profit-Sharing Plans (DPSPs) and Restricted Stock Unit (RSUs) packages, as well as insurance coverages)
• Analyzing, optimizing, and managing their investments
• Offering full-picture holistic financial planning
• Analyzing, optimizing, and managing risk management and insurance planning
• Helping with philanthropic and legacy planning
• Assisting with cashflow and debt management

 
Set your financial goal (buying a home, paying for an education, living well in retirement, or planning your estate) and I will provide you with a personalized plan to help you unleash your financial freedom and guide you to your financial finish line.