The planning environment for physicians has evolved and currently presents numerous opportunities and potential pitfalls. Together with our associates at Wise Riddell Financial Group, we have over 40 years experience working with physicians ( 20 of those endorsed by the OMA ). We are able to make sure the commitments you have made to yourself and your family are fulfilled.
We have a unique approach and we are prepared to invest hours and resources to demonstrate to you how our approach is different and vital to you and your objectives. By taking a team approach to your situation, and by utilizing the professional tax and legal resources at our disposal, we give you a plan that is based on solid practices and relevant experience.
We will help you:
- Maximize the benefits of incorporating professionally
- Develop and monitor your retirement plan
- Minimize personal and corporate tax
- Review and recommend appropriate insurance strategies
- Develop an integrated plan from today through to fulfilling your estate wishes
- Structure your finances to create tax free/tax efficient income today and in retirement