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Medical Professionals

Focus on your patients. We'll focus on your finances

As a medical professional, your patients’ well-being is your top priority. We’re dedicated to providing the same level of care and expertise to your financial health.

We keep a close eye on the ever-changing financial landscape, ensuring you have the insights and strategies you need to navigate your unique financial situation as a medical professional.

Eye exam, vision and black woman with patient in optometry clinic for eyesight and optical assessme

Our services

We understand the unique challenges you face, from managing student loan debt and navigating tax regulations to planning for a fulfilling retirement.

  • Financial Planning: Create a personalized roadmap for your financial success, focusing on your specific needs as a medical professional, including student loan repayment, practice growth, retirement planning, and estate planning.
  • Investment Management: Build a diversified portfolio that aligns with your risk tolerance and long-term goals, including traditional and alternative investments.
  • Tax Planning & Reporting: Develop tax-efficient strategies to minimize your tax burden and maximize wealth accumulation for both you and your practice.
  • Succession Planning: Ensure a smooth transition of your practice, if applicable, minimizing disruption and maximizing value.
  • Legacy Planning: Secure your family’s future and leave a lasting impact with estate planning and trust structures that protect your wealth for your family.
  • Philanthropic Planning: Integrate charitable giving goals into your overall financial plan if it aligns with your vision.

Your financial health matters

Disclaimer

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.