Investment Management

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 children’s education 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.