Are you employing all of the financial, estate, and tax planning strategies available to you and your corporate medical practice? Get peace of mind with a free retirement plan check-up from Seema and Greg at Wealth & Estate Financial Canada.
"Financial peace of mind for busy doctors"
Through Wealth & Estate Financial Canada Inc, financial, retirement, and estate planning specialists Seema Sharma MBA, CFP, CLU, CHS, and Greg Beckett CIM, FCSI help health professionals maximize wealth for themselves and their loved ones while minimizing the time, effort and anxiety customarily required to follow and update an optimal financial plan.
Our goal is to help doctors spend less time managing their corporate and personal finances so they can spend more time doing the things they love. Seema and Greg provide a holistic and comprehensive, Family Office suite of financial services because they are not just investment advisors; they are also financial, estate, and retirement planners with proven,
customized corporate and personal planning strategies that have evolved and been optimized over the past 25 years.
Seema and Greg offer their financial planning services at no direct cost to their clients. Instead, they are compensated by banks and insurance companies. Since Wealth & Estate Financial Canada operates independently from these institutions, Seema and Greg can freely recommend the best solutions tailored to their clients' needs, rather than being limited to the offerings of any single bank.
Experience the best of both worlds: your investments are securely managed by a Canadian bank while you benefit from personalized, family office-style financial advice. Though we receive compensation from financial institutions, we work for you.
Through Wealth & Estate Financial Canada Inc, financial, retirement, and estate planning specialists Seema Sharma MBA, CFP, CLU, CHS, and Greg Beckett CIM, FCSI help health care professionals maximize wealth for themselves and their loved ones while minimizing the time, effort and anxiety customarily required to follow and update an optimal financial plan.
Our goal is to help doctors spend less time managing their corporate and personal finances so they can spend more time doing the things they love. Seema and Greg provide a holistic and comprehensive suite of financial services because they are not just investment advisors; they are also financial, estate, and retirement planners with proven, customized corporate and personal planning strategies that have evolved and been optimized over the past 25 years.
Interestingly, their financial planning services are free to their clients. This is because the banks and insurance companies compensate Seema and Greg. And because Wealth & Estate Financial Canada is independent of the banks and insurance companies, Seema and Greg are free to recommend the optimal solutions for their clients, not just the ones offered by one bank.
Most of Seema and Greg’s clients have a net worth of 5 million by age 55 and a plan to ensure high income for their retirement years. We all know that doctors are overworked and have a hectic schedule helping to improve and save Canadian lives. Many are worried that they won’t have enough money to retire and don’t have the time or expertise to fix the problem. They could be living a more exciting and peaceful lifestyle if they didn't have to think about investments, charitable giving, and tax strategies that can save millions of dollars down the road. One of the challenges that doctors face is that they enter the workforce an average of ten years later than most others, usually with lots of university debt. In addition to that, they are fully engaged in caring for their patients and often don’t have time to worry about optimizing their personal and corporate financial plans.
Most of Seema and Greg’s clients have a net worth of 5 million by age 55 and a plan to ensure high income for their retirement years. We all know that doctors are overworked and have a hectic schedule helping to improve and save Canadian lives. Many are worried that they won’t have enough money to retire and don’t have the time or expertise to fix the problem. They could be living a more exciting and peaceful lifestyle if they didn't have to think about investments, charitable giving, and tax strategies that can save millions of dollars down the road. One of the challenges that doctors face is that they enter the workforce an average of ten years later than most others, usually with lots of university debt. In addition to that, they are fully engaged in caring for their patients and often don’t have time to worry about optimizing their personal and corporate financial plans.
Planning for the future can be exciting for doctors, but most don’t know the best way to start. A proper financial plan will maximize personal wealth and minimize financial risk and taxes for you and your clinic. That’s why it’s wise to get guidance from trusted specialists like Seema and Greg.
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