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7 Steps to Successful Estate Planning
Organizing your affairs not something that can wait; tragedy often occurs unexpectedly and the implications of an unprepared estate can be disastrous for those left behind.
Wealth Accumulation: A Financial Prescription
Getting a later start on your career does not put you at a disadvantage as long as you have a plan. Wealth management should be all inclusive – decisions shouldn’t be made in isolation.
Sense for Your Financial Future
Has the time finally come in Vancouver where investing in real estate is no longer as attractive an option? Housing market bears have been predicting an impending crash.
Smart Financial Moves for New Doctors
The transition from resident to practicing physician is one of the most exciting chapters in a doctor’s career. But it can also come with significant uncertainty and stress.
Make your corporation pay for life insurance
If properly structured, you can have your professional corporation pay the premiums and your family can still receive all or most of the death benefit tax-free.
A Financial Prescription for Specialty Physicians
The biggest challenge physicians face today is the lack of financial expertise and time required to best ensure financial independence on their own terms.
Strategic Financial Advice For Medical Professionals
We can help you take your planning to the next level. We are focused on building strong client relationships and partnering with specialist physicians who are searching for a long-term financial partnership.