Bryn Hamilton

Today’s tech sector environment has evolved significantly in the areas of culture and compensation.  The current landscape is unique in the sense that it incorporates progressive features such as specialized compensation models, employment structures and retention incentive packages among other exclusive characteristics.

Our financial planning process will navigate you through the complex and ever-changing tech sector landscape. Our goal is to provide you with clarity and an understanding of your unique set of circumstances.  Whether it be from equity ownership of your employer and eligibility of the Lifetime Capital Gains Exemption (LCGE) upon sale of them, to equity-based stock option alternatives (RSU, DSU, SAR, etc.), to potential integration of a personally-owned corporation, to something as simple as frequent and significant pay increases and the tax planning strategies that are associated with them.  We will work with you to provide the necessary financial planning steps and solutions to formulate a logical path from today into the future.

You may already offer group retirement benefits, but what kind of wellness education are you providing in regards to personal finance?

The Financial Intelligence series is a unique wellness program delivering objective education on long-term personal financial planning.  We partner with companies in the Lower Mainland who understand that financial education is tremendously valuable for Canadians today.

Financial planning is NOT simply ‘investment advice; it is much more holistic. The Financial Planning Standards Council of Canada, the leading non-profit organization which oversees practicing Certified Financial Planners in Canada defines financial planning to involve 6 KEY AREAS that Canadians need to understand.