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Speak to a RFL Advisor

10 TIPS TO CHOOSING THE RIGHT
FINANCIAL ADVISOR FOR YOU

and how you can change your course of life by having an RFL Wealth advisor, the best wealth management for physicians, so you can discover how to achieve financial freedom.

and how you can change your course of life by having a RFL Wealth advisor as your guide to achieving Financial Peace
BONUS QUESTIONS TO ASK A FINANCIAL ADVISOR

Your FREE Guide to Kick-Start Your Journey to Financial Peace

START HERE !

Here are a few quick answers to our most frequently asked questions…

Wondering how you can achieve financial freedom?
Looking for the best wealth management for physician?
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doing is working and what to do next.

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Ready to start your Rich, Fulfilling Life?

Wondering how to achieve financial peace? Here is what you can expect when working with RFL Wealth

BEFORE RFL

  • Limited or no comprehensive financial plan in place.
  • Haphazard investment decisions, lack of diversification.
  • Unclear retirement goals and stressed about being able to retire on time.
  • Stress and anxiety due to financial uncertainty and lack of direction.
  • High levels of burnout due to long hours and lack of downtime with your loved ones.
  • Unsure and/or not knowing how to achieve financial peace.

AFTER RFL

  • Detailed and personalized financial plan tailored to your individual goals and needs.
  • Well-structured investment portfolio diversified across various asset classes.
  • Clear retirement goals established with a solid savings and investment strategy so you can retire on time, if not early and live more than comfortably in your retirement.
  • Increased sense of security and peace of mind, leading to greater happiness and fulfillment.
  • Reduced stress, ability to reduce hours so you can spend more time  with loved ones, leading to improved relationships and overall well-being.

Live Your Rich, Fulfilling Life

How you can achieve financial peace

RFL Wealth Management is renowned for offering the best wealth management for physicians and doctors. Our commitment to your financial well-being is complemented by our expertise in helping physicians learn how to achieve financial freedom effectively by guiding you in the right direction and quieting the noise in the financial industry. Let us guide you towards a secure financial future by providing you with the best wealth management for physicians, allowing you to concentrate on your flourishing medical practice.

Book an introductory call with a RFL advisor today to get started

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TESTIMONIALS

What they are saying about RFL

“See, money is good but it is not everything. If you make a lot of money but the fulfillment and your family isn’t there, then you’ve failed. This holistic approach is very effective and makes RFL Wealth stand out from all the other financial advisors out there.”

View more success stories

“I’m someone that likes to see objective results and having the ability to track our progress with the milestones being achieved is my greatest accomplishment of working with RFL Wealth.”

View more success stories

“It has been great to have a trusted pair of eyes overlooking our finances to share the burden of retirement planning & our kid’s education planning. RFL Wealth does its thing behind the scenes to take care of our financial health!”

View more success stories
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“See, money is good but it is not everything. If you make a lot of money but the fulfillment and your family isn’t there, then you’ve failed. This holistic approach is very effective and makes RFL Wealth stand out from all the other financial advisors out there.”
“I’m someone that likes to see objective results and having the ability to track our progress with the milestones being achieved is my greatest accomplishment of working with RFL Wealth.”
“It has been great to have a trusted pair of eyes overlooking our finances to share the burden of retirement planning & our kid's education planning. RFL Wealth does its thing behind the scenes to take care of our financial health!”
Previous
Next
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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.

We get it. You are constantly sold investment and insurance products without true consideration for your lifestyle or financial well-being and goals.

As a physician you understand the importance of specialization. You wouldn’t want an ENT to perform open heart surgery, would you? No, so why would you let a general financial advisor handle your money. Your financial planning should cater to your needs as an internationally trained doctor because just basic RRSP planning and RESP planning won’t be sufficient to support you in retirement or send your children to school. Instead, your financial planning should focus on insurance for physician, utilizing your MPC so you can learn how to save income tax in Canada and live comfortably in your golden years with the best retirement plans for physicians. At RFL Wealth Management, we have taken out the guess work 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 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.

It’s time you achieved Financial Peace.

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