Empowering physicians with a comprehensive framework to optimize financial well-being.

Recent Webinar

RRSP vs. Corporate Investing

Is it better to invest inside our medicine professional corporations or direct the money into an RRSP?

As I have come to realize over the last several years, readily available investment tools such as the RRSP have considerably different optimal utility points for physicians compared to the general public. In the case of RRSPs, for example, making contributions every year may not be ideal, particularly for the high net worth physician who is nearing or exceeding the $500k mark inside their RRSP.

Original Talk Date: February 11, 2025

Approx: 40 minutes

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    When multiple tax sheltering vehicles are available to incorporated physicians, asset location becomes worth discussing.

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“If you are anything like me when it comes to learning about finance, I was completely overwhelmed at the start. The thought of trying to learn what I needed felt like it would be an impossible task that would probably take so long that maybe I could figure it out by the time I retired. The only base of knowledge I had was by way of osmosis—kind of sort of listening to what my parents had to say about investing and saving well and, later into my radiology career, grabbing tidbits of information that colleagues were chatting about over coffee. There was no formal education in my medical school on finance as it related to owning a medical practice, and so effectively, I was starting from scratch…Read More

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I’m always delighted to hear from those with questions, ideas, or new opportunities related to finances. Whether you're interested in arranging a talk, requesting a presentation, or envisioning a dinner or event on financial topics that I might host, please feel free to reach out. I look forward to connecting and exploring ways we can create meaningful experiences together.