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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.
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.
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.
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.
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.
Service excellence is our cornerstone. In Hymers Private Wealth, you gain a trusted, long-term advocate for your family, and the generations that follow.
— Dr. Gerry & Susan Morrison
— Dr. John & Suzanne Falconer
— Dr. Marianne Morgan
— Dr. Phil & Sue Kachanoski
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.