Bringing you live news and features since 2006 

Money and calculator

Kanaly Trust launches executive financial planning programme

RELATED TOPICS​

Kanaly Trust has launched its executive financial planning programme offering a full array of financial advisory services to executives through company-sponsored financial planning programmes.

Kanaly’s Corporate Executive Financial Counseling programme is an extension of Kanaly’s Corporate Executive Services that has been helping executives with their financial planning needs since 1975.  The programme can help clients analyse company benefit decisions, determine how they fit with their personal goals and help them protect their hard-earned wealth. 
 
“For 40 years, Kanaly’s objectivity and conflict free approach to managing client’s wealth has resulted in consistently successful outcomes, as our responsibility is to serve our clients with their best interest in mind,” says Drew Kanaly, chairman and president of Kanaly Trust. “Human resources decision-makers can be proactive in offering financial planning services to executives who do not have time to sort out their financial situations, offering them an extra-added incentive for employee retention.”
 
The Corporate Executive Financial Counseling programme offers a team approach to financial planning with unbiased, objective advice, without the constraints of a product sales environment. This allows Kanaly to provide executives with genuine expertise in tax compliance, wealth management, portfolio management and estate planning.
 
“We serve as a central advisor to other financial relationships, keeping executives financially organised and assured that their personal needs are handled smartly so they can lead their company,” says Armando Wood, vice president of business development at Kanaly.   

Latest News

REX Shares has announced a strategic reorganisation that integrates its REX Shares, MicroSectors, and T-REX products, as well as REX..
Allspring Global Investments writes that as it builds an investment platform for the future, it has filed for exemptive relief..
LSEG Lipper writes that ETF promoters in Europe enjoyed estimated net inflows (+EUR25.1 billion) for May 2024...
The European Fund and Asset Management Association (EFAMA) has published its 2024 industry Fact Book, which includes a foreword by..

Related Articles

Marcus Wayerer, Franklin Templeton
Franklin Templeton says that emerging markets are navigating a tricky environment at the moment, due to factors such as the...
Matt Barry, Touchstone Investments
Back in 2022, Cincinnati, Ohio-based Touchstone Investments launched its first four ETFs, having previously been predominantly a mutual fund company....
CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Jordan, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by