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Our Services

RFL Wealth Management is a trusted consultancy of professional financial advisors dedicated providing the best financial planning for physicians so internationally trained doctors like yourself can achieve peace of mind and financial independence.

Financial Planning

A comprehensive plan to help you understand how to get from point A to point Z. Through software and detailed conversations, we ensure the math adds up today and, in the future so we can provide our clients with the best financial services for physicians. By having a strategic Financial Life Plan in place, you can make sure your financial future is safe. Whether you’re looking for the best retirement plan for physicians, RESP planning for your little ones, or tax savings to help you keep more of your hard-earned money, a RFL financial advisor has you covered.

Estate Planning

Estate planning is more than just a referral to our attorney. Experience the best financial planning for doctors. At RFL, we begin with a review of your current situation and suggest tax planning strategies so you can maximize your wealth and reduce taxes for your children. Ensure a secure financial future with our tailored solutions in financial planning for doctors and medical professionals.

Investment Management

Maximize your retirement planning with our investment management expertise. 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 and provide you with the best retirement plan for physicians. Our scope goes well beyond just basic tax-saving strategies so you can live comfortably now and in your golden years.

Tax Planning

The highest tax bracket is 53%. Implementing proper tax planning strategies today can drastically reduce your tax burden now and 10-20+ years from now, when you need it most in retirement. With RFL’s tax and retirement planning strategies, you can keep more of your hard-earned money where it belongs – in your pocket.

Insurance Analysis

You may need life insurance, or you may already have sufficient coverage. Our financial advisors always begin with an in-depth conversation to analyze your true insurance needs. Stop buying expensive and insufficient insurance products and instead embrace a worry-free future with RFL Wealth’s financial planning for doctors.

Children's Education

The cost of higher education is increasing every year and government initiatives alone aren’t going to cut it. Prioritize your children’s education and dreams by maximizing your RESP planning in the most tax efficient manner with RFL’s financial planning for doctors. Don’t risk being unprepared for the steep costs of higher education - secure their dreams with RFL’s financial planning services for physicians and their families.

Expert Financial & Retirement Planning

Navigating financial planning as an internationally trained physician in Canada can be both exciting and challenging. At RFL Wealth Management, we are dedicated to providing you with the confidence and clarity you need about your finances. Many of our clients rave about our financial planning services for physicians, highlighting our reputation for offering the best retirement plan for physicians.
To get started, speak with our RFL Advisors to choose the best financial planning services for physicians tailored to your unique needs. We’re here to help you and your family plan for a rich and fulfilling future.

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Ready for your Rich,
Fulfilling Life?



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.