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Wealth Management Canada
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Wealth Management Canada
120 Queen St
Moncton, NB
E1C 1K7

(506) 856-7977


Prevent Latent Corporate Liability

The corporate employer of professionals in the field typically provides some assistance in retirement planning. Often this assistance is very generous but takes the form of what is known in the investment industry as a "defined contribution" plan.

This means that the employee is left to make decisions on his own regarding where he will place his retirement assets. This usually is not an area that the employee in the field is well qualified to deal with in the absence of professional advise.

These are the seeds of a potential personal financial planning disaster, and something that can be very difficult for the corporate employee to deal with in the field. Imagine the high income earning employee returning from assignment in some foreign land only to discover that his planning has failed to provide adequate resources for his retirement. This problem of providing adequate advise and professional guidance, to their employees, is a difficulty for the corporate employer also. A review of international labour relations periodicals confirms that this lack of guidance may carry with it not only frustration and concern, but also a "latent liability" for the corporate employer.

How can this problem be addressed? At Wealth Management Canada, we propose to offer a cost effective way to solve for this apparent impass. We would contract to have a licenced professional visit your employee on site, in the field, providing him the comprehensive planning needed to ensure that the latest and best investment and tax driven strategies were brought to bear. The employee would receive the benefit of a written investment plan that is customized for that individuals specific goals and objectives. A copy of the report would be provided to the corporate employer, for their record keeping, as well. This service is offered at a cost effective "per diem" rate, that makes the service and related effort to solve for the latent liability most attractive.

At Wealth Management Canada, we have investment professionals who regularily travel the world providing financial planning services to corporate employees. As such, we can provide the onsite services to our corporate clients at rates which render the expense, a most efficient use of resources.

For more information and to arrange to have a professional contracted to provide this service to your employees, anywhere on the Earth, please feel free to contact us at the co-ordinates listed.

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2006 Wealth Management Canada

Through our mutual funds dealer, Keybase Financial Group Inc. and Canadian Investment Consultants (888), a division of Keybase Financial Inc. we are able to provide a wide range of advice and services for both resident and non-resident Canadian Clients