YAMAGUCHI LAURENTIAN SECURITIES
Our experts devoted to focusing on your distinct financial planning requirements.
As a successful executive in the corporate world, you have dedicated yourself to the growth and management of your company or companies on behalf of the employees and shareholders. With the levels of dedication required, your own personal finances can sometimes be underserved.
The very nature of many executive compensation packages, with their various stock options, often leads to deeply unbalanced portfolios lacking in diversification. This is why it is so necessary to have a wealth management service provider that can deliver you the same levels of commitment to your personal financial well-being as you have provided to your career, your company and its stakeholders.
Yamaguchi Laurentian Securities has a team of executive wealth management experts devoted to focusing on your distinct financial planning requirements and the overcoming of the obstacles commonly faced by executives. Including concentrated stock positions, which leads to imbalanced portfolios that have arisen as a result of stock options and restricted stock.
At Yamaguchi Laurentian Securities, we evaluate your overall financial health, incorporating other executive benefits such as corporate pension plans, deferred compensation, risk management strategies, life and medical insurance, to help you to protect and manage your assets.
We can assist you in the making of important financial decisions like:
- How to overcome portfolio diversification issues?
- How much of your compensation should be deferred?
- How to maximize the benefit of corporate pension plans?
- How to minimize tax liabilities on retirement assets?
- How to evaluate benefit packages between an existing and prospective new role
- How to evaluate the long term worth of a new career offer, and how will it affect existing benefits, assets and investments.
From assessing your investment goals and your liquidity to helping with retirement planning, estate planning, trust establishment and managing tax liabilities, Yamaguchi Laurentian Securities provides our corporate executive clients with a full range of wealth management solutions designed with you and your complex financial circumstances in mind.