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Our Services

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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

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.

Investment Management

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.

Tax Planning

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.

Insurance Analysis

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.

Children's Education

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.

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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 financial well-being.

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 “Top 5 mistakes internationally trained physicians make when planning for their retirement” for FREE below.

It’s time you achieved Financial Peace.