The Value of Financial Advice

Are you getting your money’s worth? Learn how a financial advisor plays an essential role in your financial success....

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The Year in Review

A final look into the stormy year of 2020....

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Handling Financial Stress as a Physician

Finances have been reported as the second leading cause of physician depression. Here are some tips to reduce stress over finances for physicians....

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Updated Relief Measures To Support Physicians And Their Practices

The ongoing COVID-19 pandemic continues to financially challenge businesses countrywide, the Government of Canada has recently announced extensions to existing programs as well as several additional support measures to help businesses in need....

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Physicians and Divorce: Some Important Financial Considerations

The pandemic has caused severe turbulence in our personal and professional lives. As a consequence, divorce rates have increased across Canada. Here are some financial considerations to keep in mind for physicians going through a divorce....

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What to expect with the US Election?

While the US elects a new president, we wanted to take the time to briefly discuss what all of this recent news means in the context of your long-term investments....

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Basics of Financial Planning for Physicians - 5 Easy Steps

Financial Planning is often considered laborious and time-consuming with varying scopes and definitions. We have broken down Financial Planning into 5 simple steps to help physicians build their own financial plan and plan their financial future....

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Trying to decide what you should pay for financial advice?

You can’t make that call without first knowing your goals and the level of guidance you need to achieve them....

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Physicians Wealth Advisory at Family Medicine Forum 2018

It was a great pleasure to attend the FMF 2018 in Toronto.  The financial landscape has been changing this past year, and with that, heightened interest and awareness around financial literacy, fair and cost-effective financial service....

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How I Saved My Wife's Life (Financially)

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