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What is Financial Planning?

What Is Financial Planning? A Step-By-Step Guide To Achieving Your Money Goals Financial planning is a fundamental process that plays a crucial role in achieving

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As an internationally trained physician in Canada, you work hard to establish a successful practice and secure your family's future.

As a physician, you value specialization. You wouldn’t let an ENT perform open-heart surgery, so why trust a general financial advisor with your money? Your financial planning needs to be tailored specifically to your unique position as an internationally trained doctor. Basic RRSP and children’s education planning alone won’t ensure a comfortable retirement or fund your children’s education. Instead, you need a comprehensive approach that includes insurance for physicians, leveraging your MPC, and applying the best tax saving strategies in Canada to reduce your tax burden. With the best retirement plans for physicians, you can enjoy financial peace in your golden years. At RFL Wealth Management, we are known to offer the best wealth management for doctors and physicians. We have taken out the guesswork from Financial Life Planning. After our introductory call, our planners get to work to create a customized comprehensive Financial Life Plan as part of a fee-based service. Keeping your preferences in mind, we then present a plan to you with the independent products that best suit your needs. The decision to implement them is yours.

We pride ourselves on providing completely conflict-free advice. Book a call today to experience the RFL difference and get the best tax saving strategies Canada! In the meantime, download our guide to choosing a financial planner for FREE below. “10 Tips When Choosing a Financial Advisor” provides you with advice as well as questions to ask a financial advisor so you can make sure you are making the best decision possible for you and your family. Want to get ahead of your retirement planning with the best wealth management for doctors and physicians? Speak to an RFL Advisor and get started today.

It’s time you achieve Financial Peace and get the best wealth management for physicians and doctors.