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 portion of graduating medical students and residents assume over $100,000 of student loan debt (Canadian Collaborative Centre for Physician Resources, CMA, 2013).  This, along with delayed entry into the workforce, has significant financial implications for new physicians. 

 

Being a Resident doesn't leave much extra time for anything else, including organizing and executing your financial life. However, to achieve financial success, an actively managed and well thought out plan must be in place. 

 

At Physicians Wealth Advisory, we provide you with a personalized system to get you on track, support and guide you through key decisions, and help you maximize your wealth accumulating potential from early on. 

 

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

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

 

Let's discuss your path towards financial security.

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