Videos
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.