BMO Bank of Montreal - We're here to help.™

Tel: 604-535-4306

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BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
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Healthcare Professionals

We get that you are extremely busy and don’t have time for ongoing attention to your financial plan and investment management.

The demands on you today can seem overwhelming.  It’s no secret that healthcare delivery is changing, and those changes are reflected in the financial issues that you face every day. 

You must continually educate yourself about new research in your chosen specialty, stay current on the latest technology that is transforming health care, and pay attention to business considerations, including every-changing provincial and federal insurance regulations.   
Like many, you may have transitioned from medical school and residency to being on your own with little formal preparation for the substantial financial issues you now face. 

Unfortunately, substantial demands on your time can make is difficult for you to accurately evaluate your financial plan, or monitor changes that can affect it.  Just as patients need periodic checkups, you may need to with a financial professional to ensure that your finances receive the proper care.

We work with leading technology to delivery meetings and communication in a way that works with your schedule.   As 90% of you and your colleagues are incorporated, you have tax advantages, such as lower taxes, income splitting, and deferring tax payments by holding money in the corporation.  We utilize this framework as the basis for creating your plan and ensuing investments. 

Estate Planning for Physicians
Tax Planning for Physicians

Testimonials

Adaptive Wealth Counsel

"We confidently would endorse The Fortin Wealth Advisory Group to close family and friends.  Christine, as the team leader, has adapted her skills to guide and educate medical professionals such as ourselves toward reaching their financial goals.
We found her to be compassionate, intuitive and professional, and our 11 year journey with her has resulted in our retirement ‘success’ story."
 
Dr. Rand Barker & Mrs. Cia Barker
Campbell River, BC
Client Since 2003
Testimonial Made June 2014

The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.