Videos
2025 Federal Budget Announcement Recap
ElevateMD founder Dr. Genhee So sits down with her accountant, Simon Francis, for a candid conversation about the recent federal budget — and what it really means for high-net-worth, incorporated physicians. Together, they break down what’s relevant on both the corporate and personal sides, helping you make sense of the updates that actually impact you.
Capital Dividend Account
In just 30 minutes, I’ll show you what a CDA is - and why every high-net worth physician needs to know how it can supercharge their financial confidence and protect their wealth without getting buried in financial jargon.
The Tax Advantage Playbook
In this webinar, you’ll learn how different types of income are taxed, why timing and structure matter, and how to design a coordinated strategy that keeps more of what you earn. Especially important for incorporated physicians, this session will help you turn tax planning from a source of stress into a strategic advantage.
The Wealth Curve
In this session, we explore how a physician's stage of career-early, mid, or late-dramatically shapes financial priorities, pressures, and opportunities.
RRSP vs Corporate Investing
Is it better to invest inside our medicine professional corporations or direct the money into an RRSP?
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 & The High Net Worth Physician
Please join me for this 45min presentation where I present further details of this pension plan and what I believe are the benefits and drawbacks as it relates to the high net worth physician.
Putting A Value On Value
I welcome you to join me for this a 45 minute session in which I will summarize a white paper quantifying best practice tools for wealth building and wealth management where the focus is on process efficiency, not stock picking; putting a value on value.
Having a basic understanding of these optimization strategies can help you determine if you and/or your wealth management team is employing best practices.
Capital Gains Inclusion Rate - 2024
During this session, I explain the increase in the inclusion rate on the capital gains tax for corporations and individual, dive deeper into its impact and the ripple effect on other aspects of our wealth specifically applied to high net worth physicians.
Whole Life Insurance
In this 40 minute session, I start by briefly discussing the mechanics of whole life insurance and which demographic should consider it. More time is focussed on how to ensure you are not overpaying in premiums, being oversold in coverage and feel confident this remains a viable option to borrow against when the time approaches (eg.retirement).