Retirement Compensation Funding

 

 
  
About Us | The RcF Team 
   
 
  

  

 

  
Pierre Ghorbanian
B.Comm, CFP, FLMI, PCS
Business Development, Advanced Markets, BMO Insurance
Phone: 416.364.6444
  
  
      

Pierre entered the financial services industry at Canada Life in the Individual Savings Products division. He then moved on to the Individual Insurance Operations. 

Once again, Pierre moved on to Canada Life’s Individual Distribution division in the Sales Strategies Department. It was there that he became involved in the marketing and sales support of estate planning concepts including Retirement Compensation Arrangements (RCAs) with RcF.  Pierre prepared the RCA illustrations for Canada Life Marketing Consultants, National Estate & Tax Planning Consultants, and Advisors. He also provided in-force RCA support.  In addition, he acted as the liaison for the New Business Case Coordinators and BMO Trust Company.

In March of 2004, RcF’s exclusive arrangement with Canada Life expired after the sale of Canada Life to Great West Life.  Pierre left Canada Life to work as part of the team at RcF as a case consultant with Advisors, Accountants, and Plan Sponsors/Plan Members were his primary responsibilities.

In October 2011, Pierre moved on to BMO Insurance and continues to work with RcF in consulting with Advisors associated with BMO Insurance for all RCAs underwritten by BMO Insurance.

 
AREAS OF EXPERTISE---EDUCATION
•Pensions •Dalhousie University, MBA Candidate

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Financial Planning •University of Guelph, B.Comm (Hons.)

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Insurance & Estate Planning •CCH/Advocis, CFP Education Certificate, LLQP
   •Life Office Management Association, FLMI, PCS
 
PROFESSIONAL AFFILIATIONS
•Financial Planning Standard Council (FPSC)
•Member, Canadian Pension and Benefits Institute (CPBI)
•Fellow, Life Management Institute (FLMI)
 
 
ARTICLES & PUBLICATIONS
•Rethinking Remuneration
•IPPs Still Viable
•RCA Case Studies
•RCA Funding and Key Employee Retention
 

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