Videos
Do IPPs Meet The Hype?
High income alone does not determine whether an IPP makes sense.
In this 60 minute session as we walk through:
Which docs should consider using it
How it compares to other investments tools
Timing considerations that matter for physicians
You’ll leave with a framework to assess whether an IPP strengthens your long-term plan — or simply adds unnecessary paperwork.
Why “Max Your RRSP” Is Incomplete Advice for Physicians
Most physicians were taught one simple rule about RRSPs: max them out. But RRSPs don’t exist in a vacuum.
As income rises, incorporation enters the picture, and tax brackets evolve, RRSP contribution priority changes. What works early in your career can become neutral — or quietly inefficient — later on.
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.
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.