Physicians and Medical Professionals
You have worked hard to care for others. We will work hard for you.
Why choose us?
Specific
expertise
We understand the unique challenges and opportunities you face across all stages of your career – from medical student to retirement.
Independent
thinking
We have the agility and flexibility to provide you with a more personal alternative to conventional banks and wealth management firms.
Holistic
advice
We look at your whole financial picture when designing your wealth management plan so you can be confident in your financial future.
We’ve built a strong reputation supporting physicians and their families achieve financial success.
How we can help
Risk
Management
Gain financial security by protecting your assets against liabilities and other risks.
Investment
Management
Access quality investment solutions to preserve and grow your wealth.
Tax-efficient
Strategies
Integrate tax-efficient options to minimize taxes and maximize wealth.
Debt
Management
Develop a plan to manage your education costs – setting you up for financial success.
Incorporation
Guidance to help you navigate the intricacies of incorporating your practice.
We can help guide you to financial independence.
Meeting your unique needs
We can help you at every stage of your career.
You have exceptional needs and circumstances as a medical resident or newly practicing physician.
We can help arm you with the tools to manage:
- What to expect in cash flow and taxes
- How to balance debt reduction with investments
- What disability and life insurance options are appropriate
- What incorporation means and when to consider it
- How to find great professionals who can work collaboratively in your best interest
80% +
Canadian physicians are incorporated
We can help you determine if/when this is the right move for you and guide you through the process.
i) Canadian Medical Association Small Business Perspectives of Physician Medical Practices in Canada, 2015
Plan for your success
The must-have handbook for MDs
Looking for financial insights designed with you in mind?
Start planning
Want to know if you’re on track to meet your financial goals? Our 5 Year Wealth Plan can help.
Insights
Explore financial topics that matter to you.
Education
Join a free online session for residents and physicians on achieving financial success.
You are busy balancing your career, family, and finances.
We can help you get ahead by:
- Balancing ongoing debt reduction with investments
- Finding out if you are saving enough for your children’s education
- Developing a retirement plan so you can retire with confidence
- Helping you determine if a big purchase will derail your retirement plans
- Protecting your family’s future by increasing disability coverage or considering permanent life insurance
- Ensuring your professionals work collaboratively for your best interests
Plan for your success
Start planning
Want to know if you’re on track to meet your financial goals? Our 5 Year Wealth Plan can help.
Retirement ready
Create a retirement plan that works for you with Retirement VIEW. Explore your options today!
Insights
Explore financial topics that matter to you.
It’s essential that you start planning today so you can enjoy the retirement lifestyle you envision without worrying about running out of money.
Our comprehensive planning approach can help you understand:
- How to convert your Medicine Professional Corporation to an investment holding company
- Whether to delay taking government pensions such as CPP (Canada Pension Plan) and OAS (Old Age Security)
- What strategy is best to minimize taxes in retirement
- When to take funds out of registered accounts or corporate investments
- How much you can afford to spend in retirement without risking the longevity of your retirement plan
- How to balance estate taxes against taxes in retirement
Plan for your success
Saving for retirement
Are you starting to plan ahead for retirement? Explore how our 5 Year Wealth Plan can help.
Retirement ready
Explore your options to create a retirement plan that works for you. Our Retirement VIEW planning process will help you understand if you will be okay.
Insights
Resources created specifically to meet the financial matters relevant to medical professionals