Retirement Compensation Funding

 

  
  
About Us | The RcF Team 
 
  


Carl Rosen
BA, B.Litt, LL.B, JD
Vice-Chairman & Counsel
  

Phone: 416.443.3329

 

      

With a degree from Williams College, a post-graduate degree in Economics from Oxford University and a Law degree from Yale Law School, Carl ensures the due diligence standards are maintained at RcF.  After serving in the United States Air Force as a Captain, he left the military for Yale Law School and then practiced law in New York City.  He left practicing law, and spent much of his career in the trust and life insurance industry.  He was a Senior-Vice President and Director of a Trust Company for 25 years.   

In 1992, Carl then joined Roy Craik to work on one of RcFs primary objectives in providing funding solutions for large corporations and private corporations, which is to simplify the process.  The legal requirements in plan design, establishing RCAs and trust arrangements, and monitoring of documentation, and due diligence are the responsibilities of Carl Rosen. 

 
AREAS OF EXPERTISE---EDUCATION
Pensions Yale Law School, LL.B, JD

 

Tax Laws Oxford University, B.Litt (Econ)

Estate Planning Williams College, BA, (Econ)
     
 
PROFESSIONAL AFFILIATIONS
Member, Independent Financial Brokers (IFB)
Member, Canadian Federation of Independent Business (CFIB)
 
 
ARTICLES & PUBLICATIONS
Getting the GRIP on CCPC Dividends
Dealing with the Pension Shortfall:  RCAs vs. Corporate Insured Retirement Plans
Loan-Back Retirement Compensation Arrangements with Employer Corporation
 
 
CURRENT  ACTIVITIES
Member & Governor, Canada International Scientific Exchange Program (CISEPO)
  

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