My income just tripled, what should I do?

A newly promoted executive suddenly found their financial and personal circumstances had become far more complex. With detailed bonus formulas, stock options, deferred share units and a supplemental pension plan, they realized that smart financial decisions now could set them up for the retirement they’d always dreamed of.

We worked closely with the client to align their short- and long-term financial goals. We integrated their executive compensation programs into a comprehensive financial plan. Next, we started digging deeper, asking questions and running “what if” scenarios, and modelled the impact of various savings and spending strategies over the next decade. We also looked at stress-testing scenarios for potential risks like early retirement due to corporate restructuring.

With a clear 10-year roadmap, the executive understood how to maximize their compensation programs, mitigate financial risks, and ensure a secure and fulfilling retirement—even in the event of unforeseen disruptions.