Precise execution and personalized service are Canaccord Adams' hallmarks.

Stock option programs provide employees with the opportunity and the incentive to participate directly in their companies' success. Employees who participate in these programs can be greatly rewarded when their companies profit.

Execution
Canaccord Adams is uniquely positioned to offer professional assistance with your incentive, nonqualified, and traditional stock options granted to affiliates. We will work closely with you to develop a program to coordinate the tracking, financing, and exercising of stock options according to your needs. Because we are a self-clearing firm, we limit the number of hands involved in the process and help funds be dispersed faster.

Employee seminars
Canaccord Adams also provides employees with educational seminars that review and explain the option exercise strategies available through Canaccord Adams, including:

• "Same-day sale" (when no cash outlay is necessary) 
• "Cash exercise" (when the employee pays both costs and taxes) 
• "Partial same-day sale" (when an employee sells just enough stock to cover the option cost and taxes, then exercises the remaining options in order to hold the underlying stock)

Administration and reporting
Managing your company's stock option plan takes time, effort, and coordination. We can help you develop an option exercise program that is comprehensive and tailored to your company's needs. Your customized plan will cover all the tracking, financing, and exercising specifications of stock options.

For more information, please contact our Corporate Services team.