Do you feel confident that you know what to do to achieve all your financial goals?

   

What can you realistically afford for yourself, your family and others?

   

How much do you need to save/invest now in order to retire at your desired age?

   

Has tax efficiency been optimized in your current financial plan

   

You are now at a stage in your career where educational debt is diminishing and you are faced with decisions about how to manage your accumulating wealth.

 

At Physicians Wealth Advisory, using best practices and expert advice, we work together with our clients and trusted advisors (Accountants, Lawyers, etc) to develop a personalized roadmap, the Personal Wealth Plan (PWP)

 

Your Personal Wealth Plan is based on your unique needs, goals, timelines, taxation considerations, and risk tolerance.  Working with us, you will have a clear action plan set out for you to ensure you comfortably reach your financial goals and secure the future you have worked so hard to achieve.

 

We will also help you navigate the many questions that physicians face at this stage in their careers:

  • Debt Management
  • Budgeting
  • Goal Setting
  • Retirement Planning
  • Incorporation
  • Individual Pension Plan (IPP)
  • Tax Planning
  • Risk Management & Insurance
  • Charitable giving
  • Legacy planning

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

 

Let's discuss your path towards financial success.

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