At Campbell Kennedy Wealth Management our extensive experience with physicians provides us with the experience and expertise to assist physicians and other medical professionals in the complete management of their finances including tax efficient strategies, asset allocation and location strategies, insurance solutions and professional incorporation advice.
Our focus is on creating comprehensive financial plans that integrate and optimize both personal and professional finance into one portfolio. These strategies allow our clients to maximize their earning potential while creating tax efficient and consistent income through total wealth management. We design and execute unique portfolios for your core holdings based on your individual specifications, with particular attention to risk tolerance and an emphasis on maintaining low and transparent fees and tax efficiency.
Wealth Management is more than an investment plan or savings goals. Wealth Management is something that evolves over time to adapt to one’s personal and professional life changes, and should be a collaborative effort between client and wealth advisor. Let us strategize for your financial future giving you time to focus on your practice.
*Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.