Month: September 2021

Why We Work with Physicians

September 29, 2021 No Comments

Why We Work with Physicians Glenn, our Founder and Financial Advisor, shares his story on the reason he started a financial advising company and decided

How CIM Benefits You

September 22, 2021 No Comments

Watch this informative video to learn more on how the Chartered Investment Manager (CIM) designation benefits you!

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Efficiency

Statistics show that the majority of Doctors fail to make the most of their monetary gain from years of sacrifice

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Wealth Advice

86% of all Doctors in North America have not built up enough savings to comfortably retire by age 65

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Financial Confidence

Doctors who self manage their financial situations have 290% less wealth over a 15 year period than those who work with an advisor

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Financial Literacy Resource

Please enjoy our carefully selected videos and articles, designed to help you increase your Financial Literacy!

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Peace of Mind

An average Industry Worker has more wealth, financial confidence and peace of mind than the average Doctor despite having 1/3 of their income up to age 55.

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