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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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.
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.