Patrick Barrette, CFP, CIM, FMA

Investment Advisor & Financial Planner

Tel: 250-277-1076
Fax: 250-614-4256
Toll Free: 888-880-3380


BMO Nesbitt Burns
1445 West Central Street
Prince George, BC
V2M 5S5

Contact Me

For Medical Professionals

For Medical Professionals

Estate Planning for Physicians

You’ve been devoted to establishing your medical practice, providing for your family and saving for a comfortable retirement. As busy professionals, doctors may overlook the potential impact on their family and practice if they were to become critically ill, incapacitated or pass away unexpectedly. That’s why it’s important for physicians to prioritize estate planning within their wealth management planning.

Because Your Financial Health Matters

(Wealth Management for Physicians) - Because your financial well being is as important as our health & security. Let us help you with your financial health, allowing you to focus on your practice and care for our community.

Tax Planning for Physicians - Professional Corporations

Many physicians incorporate their practices to enjoy the same benefits as other self-employed incorporated professionals. However, recent tax changes affecting Canadian private corporations can have significant implications to physicians with a professional corporation or those physicians considering incorporation.