Corporate Clients

Through our specialized corporate services, IPC helps medium to large corporations provide employee benefits and contribute to job satisfaction and overall success. A wide range of financial planning services are offered through our team of professionals.

Corporate Financial Workshop Program
We offer complimentary workshops to groups of employees to show them how they can better manage their money. With an understanding of key investment principles and considerations, employees can make better financial decisions to save and invest for their futures, with a positive impact on the corporation as well.

Executive Financial Planning Services
Many corporations retain IPC to act as personal wealth managers to the executive staff as part of their overall benefits program. We will advise executives on all aspects of their financial plans, including tax, estate, retirement and portfolio management. We also help corporations implement executive compensation structures such as individual pension plans, retirement compensation arrangements and other tax-deferral strategies.

Group RRSP Investment Research Service
Recognizing the benefits to both employees and the corporation, more companies are establishing group RRSPs or looking for ways to improve them with stronger investments and more capable money managers. Our team has developed a Group RRSP Research Service to help you evaluate potential money management firms and implement a group RRSP tailor-made for your employees.

Retirement Consultation Services
Retirement is one of the most stressful times in an employee's life. Those leaving the workforce not only worry about living without a paycheque, but also face a number of options regarding their retirement plans and don't know where to turn for assistance. Our team of professionals will conduct a series of employee workshops to address their questions. We will also spend time with each employee to help them evaluate their options.

Severance and Termination Consulting Services
For a corporation, one of the most difficult tasks is to lay off employees or force an early retirement. Many of our corporate clients retain our team for its expertise in facilitating the process and making the experience as painless as possible for those affected. We will help each employee better understand and evaluate their tax situation, severance options, and how and where to roll over their pension, as well as options to drawing an income from their plans.

If you would like more information on how our team can help your company with the services outlined above, contact us to arrange a free initial consultation.

©2012 Investment Planning Counsel ~ Last updated: Oct 23, 2008 at 3:26 PM ~ Privacy ~ Legal ~ Accessibility

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.