Do you feel you have the time to map out a path to financial success

   

Goals

Do you know what to do to achieve your immediate and future financial goals?

   
Expenses

If an unexpected expense arose, would you have the financial means to cover it?

   
   

A significant proportion of medical graduates have well over $100,000 of education related debt (Canadian Collaborative Centre for Physician Resources, CMA, 2013).  This, together with delayed entry into the workforce due to your educational commitments, makes it important to have a strategic financial plan in place early on to ensure your future financial health and success.

Being a medical student, resident, fellow, or newly practicing physician doesn't leave a lot of extra time for anything else, including organizing and executing your financial life.  

Studies show that those who work with a qualified financial professional are more likely to achieve their financial goals and objectives (Cirano, 2016). 

We work collaboratively with you to help you gain control over your finances and realize your future goals.  We do this through developing a financial plan that will function as your roadmap to help you navigate the many financial considerations of your professional life.  As your career, personal life and finances evolve, we will support you through every stage with ongoing support and expert advice. 

 

We will help you navigate through and address the following:

  • Debt Management
  • Budgeting
  • Goal Setting
  • Retirement Planning
  • Tax Planning
  • Risk Management & Insurance
  • Charitable giving
  • Legacy planning

 

***

 

Medical students, residents and newly practicing physicians receive a 30% discount on our financial planning services. 

Managing tax liability is another important aspect of strategic financial planning. As part of our comprehensive financial planning services we also offer accounting consultation through our partnership with HK CPA, a physician-focused accounting firm.

HK CPA provides free tax return services for all our medical student & resident clients and their spouses. All returns are prepared by qualified accounting and tax professionals. 

Contact us to learn more.

 

**Insurance and estate planning services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd

 

Let's discuss your path towards financial security.

Fill in the form below to book a complimentary, no obligation consultation.

Optional
Leave blank if you would like to decide later