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If I paid myself only in salary, how might that affect my taxes, benefits, and retirement contributions compared to dividends?
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
If I paid myself only in salary, how might that affect my taxes, benefits, and retirement contributions compared to dividends?
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
We plan our daily lives without even thinking about it.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
We plan our daily lives without even thinking about it.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
You’re on your couch, coffee in hand, scrolling through social media.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
You’re on your couch, coffee in hand, scrolling through social media.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
Physicians often rely on multiple income streams, RRSPs, TFSAs, corporations, pensions and real estate.
Your financial plan coordinates these for a steady retirement income.
Without planning, you may face unnecessary taxes or income shortfalls later in life.
Question for you:
How confident are you in your retirement income plan?
#retirement #physicians
Your financial plan coordinates these for a steady retirement income.
Without planning, you may face unnecessary taxes or income shortfalls later in life.
Question for you:
How confident are you in your retirement income plan?
#retirement #physicians
Physicians often rely on multiple income streams, RRSPs, TFSAs, corporations, pensions and real estate.
Your financial plan coordinates these for a steady retirement income.
Without planning, you may face unnecessary taxes or income shortfalls later in life.
Question for you:
How confident are you in your retirement income plan?
#retirement #physicians
Your financial plan coordinates these for a steady retirement income.
Without planning, you may face unnecessary taxes or income shortfalls later in life.
Question for you:
How confident are you in your retirement income plan?
#retirement #physicians
I often get asked, should I pay myself through salary, dividends, or a mix of both, and how could that choice affect my taxes, benefits, and long-term wealth?
The answer is different for everyone. Your financial dreams are unique and your advice should not be generalized. Your financial plan is your roadmap.
Let’s discuss your unique situation.
The answer is different for everyone. Your financial dreams are unique and your advice should not be generalized. Your financial plan is your roadmap.
Let’s discuss your unique situation.
I often get asked, should I pay myself through salary, dividends, or a mix of both, and how could that choice affect my taxes, benefits, and long-term wealth?
The answer is different for everyone. Your financial dreams are unique and your advice should not be generalized. Your financial plan is your roadmap.
Let’s discuss your unique situation.
The answer is different for everyone. Your financial dreams are unique and your advice should not be generalized. Your financial plan is your roadmap.
Let’s discuss your unique situation.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
As a physician, your financial plan isn’t just about numbers, it’s about confidence. Knowing your future is mapped out, means less stress and more freedom to focus on patient care and personal life.
Financial peace of mind comes when you know where you are, where you’re going, and how you’ll get there.
Do you have a written financial plan showing your exact financial dreams and how to get there?
Let’s talk.
#Ontariophysicians # medicaldoctor
Financial peace of mind comes when you know where you are, where you’re going, and how you’ll get there.
Do you have a written financial plan showing your exact financial dreams and how to get there?
Let’s talk.
#Ontariophysicians # medicaldoctor
As a physician, your financial plan isn’t just about numbers, it’s about confidence. Knowing your future is mapped out, means less stress and more freedom to focus on patient care and personal life.
Financial peace of mind comes when you know where you are, where you’re going, and how you’ll get there.
Do you have a written financial plan showing your exact financial dreams and how to get there?
Let’s talk.
#Ontariophysicians # medicaldoctor
Financial peace of mind comes when you know where you are, where you’re going, and how you’ll get there.
Do you have a written financial plan showing your exact financial dreams and how to get there?
Let’s talk.
#Ontariophysicians # medicaldoctor
Hoping things will work out is not a plan.
Knowing where you stand is the first step in moving forward. Your financial plan is your map.
A holistic financial plan maps your journey from today’s reality to tomorrow’s dreams.
Don’t leave your financial dreams to guessing. Be intentional about every financial decision.
It begins with a conversation!
Knowing where you stand is the first step in moving forward. Your financial plan is your map.
A holistic financial plan maps your journey from today’s reality to tomorrow’s dreams.
Don’t leave your financial dreams to guessing. Be intentional about every financial decision.
It begins with a conversation!
Hoping things will work out is not a plan.
Knowing where you stand is the first step in moving forward. Your financial plan is your map.
A holistic financial plan maps your journey from today’s reality to tomorrow’s dreams.
Don’t leave your financial dreams to guessing. Be intentional about every financial decision.
It begins with a conversation!
Knowing where you stand is the first step in moving forward. Your financial plan is your map.
A holistic financial plan maps your journey from today’s reality to tomorrow’s dreams.
Don’t leave your financial dreams to guessing. Be intentional about every financial decision.
It begins with a conversation!
Physicians face unique challenges, high income but high taxes, very good problem to have. 😆
A well-structured financial plan helps design your financial future, protect income, grow investments, and align your money with your true life goals.
Without a written financial plan, your financial future is driven by HOPE, not strategy.
What’s the biggest money concern you have right now as a physician?
Your financial plan is your roadmap!
Send me a message!
A well-structured financial plan helps design your financial future, protect income, grow investments, and align your money with your true life goals.
Without a written financial plan, your financial future is driven by HOPE, not strategy.
What’s the biggest money concern you have right now as a physician?
Your financial plan is your roadmap!
Send me a message!
Physicians face unique challenges, high income but high taxes, very good problem to have. 😆
A well-structured financial plan helps design your financial future, protect income, grow investments, and align your money with your true life goals.
Without a written financial plan, your financial future is driven by HOPE, not strategy.
What’s the biggest money concern you have right now as a physician?
Your financial plan is your roadmap!
Send me a message!
A well-structured financial plan helps design your financial future, protect income, grow investments, and align your money with your true life goals.
Without a written financial plan, your financial future is driven by HOPE, not strategy.
What’s the biggest money concern you have right now as a physician?
Your financial plan is your roadmap!
Send me a message!
You get a phone call.
A friend was suddenly hospitalized, and their family is scrambling. No emergency funds, no Will & Power of attorney, no insurance.
You can’t help but wonder: What if that were me or someone I truly love.
Disability. Illness. Death.
These things don’t give you a heads-up. But a financial plan can give your family peace, when life doesn’t.
Protect what matters most and prioritize your risk protection.
Let’s talk
A friend was suddenly hospitalized, and their family is scrambling. No emergency funds, no Will & Power of attorney, no insurance.
You can’t help but wonder: What if that were me or someone I truly love.
Disability. Illness. Death.
These things don’t give you a heads-up. But a financial plan can give your family peace, when life doesn’t.
Protect what matters most and prioritize your risk protection.
Let’s talk
You get a phone call.
A friend was suddenly hospitalized, and their family is scrambling. No emergency funds, no Will & Power of attorney, no insurance.
You can’t help but wonder: What if that were me or someone I truly love.
Disability. Illness. Death.
These things don’t give you a heads-up. But a financial plan can give your family peace, when life doesn’t.
Protect what matters most and prioritize your risk protection.
Let’s talk
A friend was suddenly hospitalized, and their family is scrambling. No emergency funds, no Will & Power of attorney, no insurance.
You can’t help but wonder: What if that were me or someone I truly love.
Disability. Illness. Death.
These things don’t give you a heads-up. But a financial plan can give your family peace, when life doesn’t.
Protect what matters most and prioritize your risk protection.
Let’s talk
You have the power to design your own financial future.
Reality can be tough. Dreams can be big. Your financial map is your guide.
If you don’t know your current financial position, your financial security journey will always feel uncertain.
Holistic financial planning bridges the gap, moving you from wishing to achieving.
As a financial planner, my role is to support you with tools and all the options to achieve your financial dreams. Take a step today!
Reality can be tough. Dreams can be big. Your financial map is your guide.
If you don’t know your current financial position, your financial security journey will always feel uncertain.
Holistic financial planning bridges the gap, moving you from wishing to achieving.
As a financial planner, my role is to support you with tools and all the options to achieve your financial dreams. Take a step today!
You have the power to design your own financial future.
Reality can be tough. Dreams can be big. Your financial map is your guide.
If you don’t know your current financial position, your financial security journey will always feel uncertain.
Holistic financial planning bridges the gap, moving you from wishing to achieving.
As a financial planner, my role is to support you with tools and all the options to achieve your financial dreams. Take a step today!
Reality can be tough. Dreams can be big. Your financial map is your guide.
If you don’t know your current financial position, your financial security journey will always feel uncertain.
Holistic financial planning bridges the gap, moving you from wishing to achieving.
As a financial planner, my role is to support you with tools and all the options to achieve your financial dreams. Take a step today!
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Watch video
Life happens sometimes faster than you expect.
When you understand your starting point, it’s easier to adjust course without losing momentum.
Clarity helps you build a strong foundation and holistic planning keeps you ready for whatever reality brings.
Let’s review your current financial plan and ensure you are heading towards achieving your financial independence goal.
When you understand your starting point, it’s easier to adjust course without losing momentum.
Clarity helps you build a strong foundation and holistic planning keeps you ready for whatever reality brings.
Let’s review your current financial plan and ensure you are heading towards achieving your financial independence goal.
Life happens sometimes faster than you expect.
When you understand your starting point, it’s easier to adjust course without losing momentum.
Clarity helps you build a strong foundation and holistic planning keeps you ready for whatever reality brings.
Let’s review your current financial plan and ensure you are heading towards achieving your financial independence goal.
When you understand your starting point, it’s easier to adjust course without losing momentum.
Clarity helps you build a strong foundation and holistic planning keeps you ready for whatever reality brings.
Let’s review your current financial plan and ensure you are heading towards achieving your financial independence goal.
It’s mid-month.
Payday came and went.
You made good money… but where did it all go?
Now is the time to stop guessing and start tracking. Your cashflow is your superpower.
A real financial plan helps you take control, not just coast along.
It begins with a conversation. Let’s build a strategy that fits your financial dreams.
#financialdreams #ontario # physicians
Payday came and went.
You made good money… but where did it all go?
Now is the time to stop guessing and start tracking. Your cashflow is your superpower.
A real financial plan helps you take control, not just coast along.
It begins with a conversation. Let’s build a strategy that fits your financial dreams.
#financialdreams #ontario # physicians
It’s mid-month.
Payday came and went.
You made good money… but where did it all go?
Now is the time to stop guessing and start tracking. Your cashflow is your superpower.
A real financial plan helps you take control, not just coast along.
It begins with a conversation. Let’s build a strategy that fits your financial dreams.
#financialdreams #ontario # physicians
Payday came and went.
You made good money… but where did it all go?
Now is the time to stop guessing and start tracking. Your cashflow is your superpower.
A real financial plan helps you take control, not just coast along.
It begins with a conversation. Let’s build a strategy that fits your financial dreams.
#financialdreams #ontario # physicians
Imagine driving to an unknown destination without a spare tire and map. Life happens sometimes faster than you expect.
When you understand your starting point, it’s easier to adjust course without losing momentum.
Holistic financial planning keeps you ready for whatever reality brings.
Send me a message today!
When you understand your starting point, it’s easier to adjust course without losing momentum.
Holistic financial planning keeps you ready for whatever reality brings.
Send me a message today!
Imagine driving to an unknown destination without a spare tire and map. Life happens sometimes faster than you expect.
When you understand your starting point, it’s easier to adjust course without losing momentum.
Holistic financial planning keeps you ready for whatever reality brings.
Send me a message today!
When you understand your starting point, it’s easier to adjust course without losing momentum.
Holistic financial planning keeps you ready for whatever reality brings.
Send me a message today!
I often get asked questions about this topic, but a competent lawyer is best positioned to give you the right legal advice and guide you through the process.
A prenuptial agreement doesn’t mean you don’t trust your partner. It means you’re willing to be transparent, even when it’s uncomfortable.
When both people feel heard and protected, trust can grow without fear.
What does financial trust look like in a healthy relationship?
Let’s schedule a calm, judgment-free conversation about your options.
A prenuptial agreement doesn’t mean you don’t trust your partner. It means you’re willing to be transparent, even when it’s uncomfortable.
When both people feel heard and protected, trust can grow without fear.
What does financial trust look like in a healthy relationship?
Let’s schedule a calm, judgment-free conversation about your options.
I often get asked questions about this topic, but a competent lawyer is best positioned to give you the right legal advice and guide you through the process.
A prenuptial agreement doesn’t mean you don’t trust your partner. It means you’re willing to be transparent, even when it’s uncomfortable.
When both people feel heard and protected, trust can grow without fear.
What does financial trust look like in a healthy relationship?
Let’s schedule a calm, judgment-free conversation about your options.
A prenuptial agreement doesn’t mean you don’t trust your partner. It means you’re willing to be transparent, even when it’s uncomfortable.
When both people feel heard and protected, trust can grow without fear.
What does financial trust look like in a healthy relationship?
Let’s schedule a calm, judgment-free conversation about your options.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
You’re stuck in traffic. Again.
Late for a meeting. No backup route.
Now imagine if you had checked the map in advance.
That’s what a financial plan is, it gives you options before things go off course.
You can’t always avoid life’s traffic, but you can plan smarter.
Hope is not a strategy.
Let’s map out your financial route, starting today!
Late for a meeting. No backup route.
Now imagine if you had checked the map in advance.
That’s what a financial plan is, it gives you options before things go off course.
You can’t always avoid life’s traffic, but you can plan smarter.
Hope is not a strategy.
Let’s map out your financial route, starting today!
You’re stuck in traffic. Again.
Late for a meeting. No backup route.
Now imagine if you had checked the map in advance.
That’s what a financial plan is, it gives you options before things go off course.
You can’t always avoid life’s traffic, but you can plan smarter.
Hope is not a strategy.
Let’s map out your financial route, starting today!
Late for a meeting. No backup route.
Now imagine if you had checked the map in advance.
That’s what a financial plan is, it gives you options before things go off course.
You can’t always avoid life’s traffic, but you can plan smarter.
Hope is not a strategy.
Let’s map out your financial route, starting today!
Here’s are common financial blind spot I see among successful physicians.
1. Taking advice without a clear financial roadmap
2. No written financial plan
3. Underestimating retirement income needs
4. Lack of cashflow planning & income diversification
5. Not properly protecting income
6. Tax inefficiency
7. Estate planning gaps
8. No clarity on how money flows from medical corporation
Are you in the same boat? Let’s have a conversation.
#financialplan #money #physician #ontariodoctors
1. Taking advice without a clear financial roadmap
2. No written financial plan
3. Underestimating retirement income needs
4. Lack of cashflow planning & income diversification
5. Not properly protecting income
6. Tax inefficiency
7. Estate planning gaps
8. No clarity on how money flows from medical corporation
Are you in the same boat? Let’s have a conversation.
#financialplan #money #physician #ontariodoctors
Here’s are common financial blind spot I see among successful physicians.
1. Taking advice without a clear financial roadmap
2. No written financial plan
3. Underestimating retirement income needs
4. Lack of cashflow planning & income diversification
5. Not properly protecting income
6. Tax inefficiency
7. Estate planning gaps
8. No clarity on how money flows from medical corporation
Are you in the same boat? Let’s have a conversation.
#financialplan #money #physician #ontariodoctors
1. Taking advice without a clear financial roadmap
2. No written financial plan
3. Underestimating retirement income needs
4. Lack of cashflow planning & income diversification
5. Not properly protecting income
6. Tax inefficiency
7. Estate planning gaps
8. No clarity on how money flows from medical corporation
Are you in the same boat? Let’s have a conversation.
#financialplan #money #physician #ontariodoctors
Life insurance isn’t just a cost, it can be a powerful asset.
It protects, grows, generate income and transfers wealth.
How do you view your insurance today?
Any questions? Ask me!
#insurance #Lifeinsurance
It protects, grows, generate income and transfers wealth.
How do you view your insurance today?
Any questions? Ask me!
#insurance #Lifeinsurance
Life insurance isn’t just a cost, it can be a powerful asset.
It protects, grows, generate income and transfers wealth.
How do you view your insurance today?
Any questions? Ask me!
#insurance #Lifeinsurance
It protects, grows, generate income and transfers wealth.
How do you view your insurance today?
Any questions? Ask me!
#insurance #Lifeinsurance
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