Feedback — ElevateMD

Skip to Content

We would like to hear from you.

Take a moment to complete this form. Your feedback guides ElevateMD in crafting content that serves you and other physicians better.

Name *

First Name

Last Name

Speciality *

Years of Practice *

Email *

What did you like best about what you saw in the presentation? *

Check items you would like to learn more about *

How to find the right financial advisor

How to find the right accountant

Behaviour biases

Life Insurance

RRSP vs. Corp Investing

Real Estate Investing

Pension Plans

Retirement Planning

Withdrawal Order

Wills and Estates

Transfer of Generational Wealth

Selling a practice/business

Other

Would you consider yourself financially confident? *

Yes

No

Somewhere in-between

What are you preferred delivery methods for financial education? *

Webinars

In-Person events

Podcasts

Articles

Videos

Books

Other

What are your frustrations with the financial industry? (Select all that apply) *

No clear financial plan provided

Distrust financial advisors

No one gets my entire financial picture

Conflicting advice between advisor and accountant

Don't know if/feels like I am overpaying for services

Don't know if/feels like I am overpaying in taxes

My accounts are spread across multiple institutions and I am responsible for keeping track of all of them

I'm happy with the services I am receiving

I'm looking for a second opinion

Other

General Comments

Thank you!

generating meaningful wealth.