Employee Financial Planning

Furthermore, the group benefits provider or pension administrator that works with the broader employee base may do an excellent job for most employees but may not be well-equipped to counsel a company’s senior management.

Retirement counselling provided by an advice-only financial planner is also one of the few employee benefits that is not taxable on an employee’s T4 here in Canada. As such, it can be a way to compensate an employee without having the employee taxed on that compensation.