Health-Care Professionals

Wealth Planning for Health-Care professionals is a four-part series of articles discussing tax, financial and retirement planning issues to be considered at various stages of your professional career.

                        Part 1: The Early Years

                        Part 2: Starting Out on Your Own

                        Part 3: The Peak Earning Years

                        Part 4: Preparing for Retirement

The articles Professional Corporations and Is Incorporating Your Professional Practice Right for You? discuss the advantages and disadvantages of incorporating a professional practice.

The Business Owner’s Guide to Wealth Management wealth publication provides an overview of ten key decisions a business owner needs to ensure the success of their business.  It includes an appendix specific to health-care professionals. The Family Wealth Management publication offers advice for the health-care professional’s personal assets.

Should you have interest to receive a copy of the above mentioned article or need additional Wealth Management Solutions.  Please send email to stephen.poon@rbc.com or call (416) 733-5182

RBC Wealth Management Solutions:

  • Individual Pension Plan

  • RBC Family Trust

  • Spousal Loan

  • Corporate Owned Life Insurance