Support and advice from residency to retirement


Whether you’re running a growing practice, treating patients as an associate, or approaching retirement, the needs of healthcare professionals are distinct and we – Hymers Private Wealth – are equipped to deliver high-touch, lifelong advice. We’ve served doctors, dentists, and various other medical professionals through all stages of their careers by understanding their particular needs, providing appropriate solutions, and helping them navigate the complexities of building and protecting wealth as a healthcare professional.

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Investments solutions for you and your practice

Time can be scarce between treating patients, running a growing practice and spending time with family and friends. As Portfolio Managers, we’re able to take care of the day-to-day investment details by investing your personal and practice assets within the parameters you help set – objectives, comfort with risk, and investing preferences such as environment, social, or governance factors. At all times, we’re investing with your wants and needs in mind, and leveraging the latest news and analysis out of RBC Capital Markets and third-party research firms.

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Banking, lending and business owner expertise

Running your own practice comes with new considerations and high-impact decisions on a daily basis. We work closely with Private Banking partners who specialize in commercial lending and cash flow requirements. We also collaborate with the business succession and tax planning experts of RBC Wealth Management to address the several GST/HST and ownership tax opportunities.

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Specialized wealth management services

As your advisors, our priorities are to mitigate risk, plan for the future, create a lasting legacy, and accumulate wealth, so your priorities can remain your patients and family. This often begins with a thorough and evolving financial plan that outlines estate planning, insurance, charitable giving, and retirement-related opportunities and challenges, which we’re able to solve.

Socially responsible investing

We recognize the desire to seek financial return as well as social and environmental impact, and can align your portfolio to reflect your particular set of values.

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Lifelong support

Service excellence is our cornerstone. In Hymers Private Wealth, you gain a trusted, long-term advocate for your family, and the generations that follow.

Client experience

 

 

Money and wealth are personal

Our approach to wealth management incorporates and nurtures security, confidence and trust — values that evolve naturally from our commitment to establish a lifelong relationship with you.

 

Rhonda Hymers with vineyard behind Rhonda Hymers with vineyard behind