Learn, Connect, Elevate

ElevateD 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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Filtering by: “Federal Budget”

Apr
22

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.

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