Helping healthcare professionals their unique needs
Helping physicians address their unique needs
As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of new tax legislation; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.
We help by creating a wealth management plan that is designed to address every important aspect of your practice and personal life, including everything from funding your children’s post-secondary education to having an estate plan. By collaborating with your tax and legal advisors, we can coordinate asset-protection trusts, secure umbrella insurance coverage, and help you find solutions for dealing with rising practice expenses.
You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.
Services Include
- Risk Management and Insurance
- Cash Flow Analysis
- Debt Management Strategies
- Investment Advice and Education
- Tax Considerations
- Practice Management and Business Planning
- Accelerated Retirement Planning
- Estate, Legacy and Strategic Charitable Planning
related resources
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Leaving Money to Your Kids? Consider These Inheritance Tips
Preserving Wealth Across Generations
- Filo Financial Solutions 605 - 2424 4 St SW Calgary, AB T2S 2T4
- T 403.457.9271
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO).
Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.
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