McComb Team: Corporate Services

By: Weston Mccomb  09-12-2011

Corporate Services

We offer a wide range of services to corporate clients, including:

  • Group RRSPs
  • Cash Management Accounts
  • Advice on Buy/Sell Agreements
  • Key Employee Insurance
  • Succession Planning
  • Venture Capital Financing
  • Advice on taking your company public
  • Research on specific sectors and industries
  • Tax on Capital
  • Commercial Lending
  • Stock Option Programs for Employees


Other products and services from Weston Mccomb

09-12-2011

McComb Team: Services

The difference is that RSPs are designed for retirement income, while ESPs are used to finance the post-secondary education of individuals you designate as beneficiaries, usually your children or grandchildren. When you choose the Partnership accounts option, you replace conventional commissions with management fees based not on the cost or number of transactions, but on the value of the assets we manage for you.


09-12-2011

McComb Team: Insurance Services

Some of the shock will be cushioned if you are survived by your husband or wife: under certain conditions, some assets, such as an RSP and a RIF, can be rolled over to a spouse tax free. However, when your spouse dies, tax authorities will deem all your assets to have been disposed of, which can result in substantial taxable income and/or capital gains.


09-12-2011

McComb Team: Services: The McComb Portfolio

In their discretionary management they will be supervised by our Portfolio Management Department and by a special committee meeting quarterly to confirm that the investments of the Advisor Basket are at all times consistent with the investment policy of the basket.