Kate Brown, MBA, CFP, FCSI, CIWM | Vice President, Investment & Wealth Advisor
Whether you are a new graduate, working as an associate, running your own practice or approaching retirement, tax, financial and retirement planning will play a key part at every stage of your career. As your personal, professional and financial situations evolve, you should ensure that you've done appropriate planning to help you achieve your goals and objectives throughout the different stages of your professional life. At the Brown Wealth Management Group, we work directly with your professional legal and tax advisors to help you make the critical decisions, wherever you happen to be in the challenging and rewarding journey through the life cycle of your health care practice.
Update on Income Splitting Through Private Corporations
The Early Years
Medical Student Offering
Starting Out On Your Own
Incorporate or Not?
Your Comprehensive Financial Plan
The Peak Earning Years
Investment Holding Companies
Individual Pension Plans
Preparing for Retirement
Retirement and Estate Solutions