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Medical Professionals

You can rely on us to provide customized guidance to manage and protect the wealth you've worked so hard for.

As Medical Practitioners one thing is certain: you’ve worked hard. You made the right decisions at the right times and the result? You’ve earned the right to work even harder. The backbone in our community and the reason parents can sleep well at night -- because they know you’re there for them. We all know you’re there for us.

You’ve dedicated your lives to keeping yourselves fully informed and up to date on the newest medical advancements and for all this, you deserve each and every dime you earn. With your demanding schedules, something has to give - and unfortunately, as we see time and time again, it’s your own financials that pay the price.

You’re giving away far too much money in taxes and paying unreasonable portfolio management fees which only works against the overall purpose of the advisor-client relationship. Whether you’re incorporated or not, ready to retire or just starting to build your practice, our tailored financial plans for medical professionals will do one of two things: confirm that you are doing everything right or bring to light those strategies which are missing. We will redesign your entire financial structure for you and give it to you in black and white. Tax efficiency and wealth management at its pinnacle. We get it -- you put your patients first. At Raymond James, we put clients like you first.

  • 12%

    of doctors are over 65 years old.

    Source: CBC - 'More Doctors Keep Working After Retirement Age' April 2011

  • More than

    90%

    of Canadian physicians are incorporated, which has some tax advantages, such as lower taxes, income splitting (paying a salary to a spouse, for example), and deferring tax payments by holding money in the corporation.

    Source: The Globe and Mail, 2014

We'll work with you and your team of professionals to create, implement and manage a plan focused on the needs of your practice as well as your personal goals and dreams.