Medical professionals have unique financial situations that require specialized wealth management. Optimizing taxes is as important as maximizing returns when it comes to setting up a financial plan. I specialize in helping physicians and dentists manage their wealth by considering questions such as:
- When does it make sense for a physician to use an investment holding company?
- What is the best strategy for excess cash in your medical corporation?
- How can you minimize taxes by adjusting the mix of salary vs. dividends for medical professionals?
- What is the best way to transition your medical practice
As a wealth advisor who is also a former CFO, Globe and Mail contributor, published author, and finance professor at the University of Toronto, I help medical professionals bring a CFO's perspective to their personal wealth while minimizing their taxes.