Vice President, Tax & Estate Planning
Richardson GMP Ltd. • winnipeg, Canada
Role Description
1 Lombard Pl #1100, Winnipeg, MB R3B 0X3, Canada
Position Overview Provides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face‑to‑face meetings with IAs and their clients, presentations to groups of clients and centers of influence.
Duties and Responsibilities
Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra‑high net worth clients
Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence
Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate
Collaborate on the development and implementation of wealth...
Position Overview Provides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face‑to‑face meetings with IAs and their clients, presentations to groups of clients and centers of influence.
Duties and Responsibilities
Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra‑high net worth clients
Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence
Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate
Collaborate on the development and implementation of wealth...