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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.
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.
