Learn, Connect, Elevate
ElevateMD events are physician led—designed to make financial clarity approachable, relevant, and actionable. From small-group workshops to live webinars and social gatherings, each session blends real-world scenarios with physician-specific insights you won't find in generic financial seminars.
Whether you're navigating tax complexity, fine-tuning your investment framework, or simply trying to reclaim more time from the grind, our events give you practical takeaways you can put to work right away. It's not about selling products-it's about building confidence, sharing strategies, and fostering a community of physicians who want their wealth to work as hard as they do.
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The Wealth Curve: How Career Stage Shapes Your Financial Urgency
Webinar
The financial tools you need should evolve throughout your career. Join us for The Wealth Curve: Why Career Stage matters when navigating the financial industry, where we’ll explore how each stage of a physician’s journey changes how we should approach proper wealth building. Discover how to best align your strategy within the financial jungle depending on your career timeline.
Webinar - Capital Dividend Accounts
The CDA, aka capital dividend account, is not an account (as I understand the word) in many ways. When I think of the word account, I think of a chequing, savings, or investment account—a place where our hard-earned money resides. However, no actual monies are housed within a CDA; it's what is known as a notional account. I'd consider it more accurately described as a tracker or running tally that the government has on a portion of all the profit and losses you've experienced by selling certain investments inside your corporation.
Without getting into the nitty gritty, the top three things you should know about the capital dividend account:
You could have thousands of dollars sitting inside your corporation that you could pull out tax-free.
Your accountant is not obligated to tell you about this account, and you do not automatically get this tax-free money handed to you.
If your financial advisor is not aware of the many ways the CDA can help you plan your investments, then they aren't optimizing your wealth generation.
Are you eager to learn more? Join me for a live webinar on Monday, April 28th, or Tuesday, April 29th, at 7 p.m. for a thirty-minute presentation. I will unpack these points and teach you how to make the CDA work for you.
RRSP vs Corp Investing - Online Talk
As the RRSP deadline approaches, the question inevitably arises:
Is it better to invest inside our medicine professional corporations or direct the money into an RRSP?
I’d like to spend about 40 minutes (with time for questions afterwards) via zoom presentation to answer this question with particular focus for the high net worth physician.
As I have come to realize over the last several years, readily available investment tools such as the RRSP have considerably different optimal utility points for physicians compared to the general public. In the case of RRSPs, for example, making contributions every year may not be ideal, particularly for the high net worth physician who is nearing or exceeding the $500K mark inside their RRSP.
HOOPP - Online Talk
HOOPP (Healthcare Of Ontario Pension Plan) & The High Net Worth Physician
I look forward to greeting everyone online, where I will provide candid insight into my thoughts on HOOPP for the high net worth physician and in relation to other retirement tools such as RRSPs and IPPs.
Floral & Finance
Through casual conversation, invited guests can expect an elevated experience at Langdon Hall, tucked away in a cozy corner of Cambridge. The LH head gardener will guide us through an interactive dried floral arrangement class whilst we listen and share our experiences and relationships with money and finances from our many roles as dedicated mid career female specialty physicians (or as spouses alongside our mid career medical professional partners), moms, daughters, sisters and life partners.
Grand Rounds - Joseph Brant Hospital
During this presentation, I discuss my financial journey alongside my radiology career, sharing the mistakes that I’ve learned from and the successes that I’ve maximized. I have a candid discussion of pervasive misconceptions we have regarding the financial industry and provide clarity to avoid these pitfalls. My approach to building and sustaining meaningful wealth steers clear of silver bullet approaches and instead, integrates a dynamic mindset intended to proactively carry a physician throughout their career and beyond with calm and confidence.
Whole Life Insurance - Online Talk
Permanent life insurance is a controversial product with key considerations to decide if it delivers meaningful value for you. A brief review of insurance types and the pros and cons of permanent life insurance for incorporated physicians will be weighed.
Federal Budget 2024 - Online Talk
During a 45 minute session, I plan to focus on explaining the increase in the inclusion rate on the capital gains tax for corporations and individuals. A deeper dive into its impact and ripple effect on other aspects of our wealth specifically applied to high net worth physicians will be discussed.
Those established physicians with cottages, additional properties such as rental/investment properties and/or seven figures worth of investments may find this talk particularly insightful and even more so if they are incorporated.