Elite Financial Planning
Doctors are really smart, but they often don’t understand money.
Being a excellent practitioner is not enough any longer… you need to wear multiple hats and become a business owner.
A lot of people try to separate Doctors from their money, starting with the taxman.
Doctors don’t realize how much money they’ll need to retire.
We understand how busy you are, and how demanding your practice/patients can be.
We believe that you need to treat your practice as a business, and the financial planning side of it is only one piece of the puzzle.
We believe that you deserve to retire with the same or higher lifestyle than the one you currently enjoy.
Our vision is to help you get your money to work harder than you are, so you can enjoy life while working, and after retirement.
People think that the Canadian application of the Infinite Banking Concept is the same as the American version.
People think that all advisors are alike, and any one of them can set their personal bank properly.
People put too much attention on the IBC, not realizing that it is only one piece of a bigger puzzle.
We believe that there is no better way to grow, protect and transfer your wealth.
We believe that there is a lot more to it than simply selling a whole life policy…
Our vision is to make sure you know what you’re getting, and that you don’t end up with some bad surprises in 5, 10 or even 20 years, when you decide to use the concept to its full potential.
Testimonials
