Canadian Benefits 302 | Tax-Effective Compensation for Executives: Beyond Stock Options

September 18, 2019

10 – 11 AM PST

WebEx Online

Judith Mewhort, BBA, CFP, CLU – Montridge Managing Partner



As an HR manager or Chief Financial Officer, crafting a tax-efficient compensation plan for attracting and retaining talented executives can be a challenge in today’s competitive recruiting environment.


This 1-hour webinar will cover effective alternatives to stock options, as well as options to increase retirement income, that can be used to align executive compensation with performance in a tax-friendly way.


Using case studies, you will learn:

  • Tools that can be used when crafting competitive compensation strategies to attract and retain executive personnel;
  • Performance options beyond the annual bonus, that work well for private as well as public companies;
  • Enhancements to executive retirement offerings to address ITA limits on pension income.


Due to the technical nature of this session, participants are recommended to have an understanding of Canadian employer-sponsored retirement plans. For a refresher, please review Canadian Benefits 202.


CB302 is a continuation of our popular Canadian Benefits webinar series.