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Financial Planning
Estate planning is more than just a referral to our attorney. We begin with a review of your current situation and suggest strategies to maximize your wealth and reduce taxes for your children.
Estate planning is more than just a referral to our attorney. We begin with a review of your current situation and suggest strategies to maximize your wealth and reduce taxes for your children.
Our investment approach utilizes customized plans also used by the likes of Harvard Endowment Fund and CPP. Using a diversified approach, our focus lies in tax-efficient investing to create generational wealth.
The highest tax bracket is 53%. Implementing proper strategies today can drastically reduce your tax burden 10-20 years from now, when you need it most in retirement.
You may need life insurance or you may already have sufficient coverage. Our insurance review always begins with an in-depth conversation to analyze your true insurance needs.
Find out the future cost of education and how you can plan for your child's needs in the most tax efficient manner while taking advantage of Government contributions.
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 RESP 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.
