Financial Clarity For Physicians
By physicians, for physicians. A practical hub for building financial well-being beyond the clinic.
Medicine is complex.
Money shouldn’t be.
As a physician, you've mastered your clinical training — but financial literacy wasn't part of the curriculum. Between demanding schedules. complicated tax structures, fragmented investment portfolios, it's easy to wonder if you're truly on the right financial path.
Your Financial Flight Plan
Established in your career but unsure if your financial plan aligns with your goals? You're in the right place. Developed by physicians, for physicians— assess the strength of your current framework here:
Recent Presentations
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Real Estate Investing
Investing in real estate can be a great avenue to diversify the scope of your overall wealth.
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RRSPs
When multiple tax sheltering vehicles are available to incorporated physicians, asset location becomes worth discussing.
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CDA & RDTOH
T2 corporate income tax returns can reveal multiple tax savings measures that may either not be known nor utilized by your accountant.
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TFSAs
Although a smaller tax shelter haven, the TFSA has a time and place for the incorporated physician.
Latest Article
“If you are anything like me when it comes to learning about finance, I was completely overwhelmed at the start. The thought of trying to learn what I needed felt like it would be an impossible task that would probably take so long that maybe I could figure it out by the time I retired. The only base of knowledge I had was by way of osmosis—kind of sort of listening to what my parents had to say about investing and saving well and, later into my radiology career, grabbing tidbits of information that colleagues were chatting about over coffee. There was no formal education in my medical school on finance as it related to owning a medical practice, and so effectively, I was starting from scratch…Read More
Some Kind Words From Kind People
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“Her deep understanding of the relevant financial landscape is impressive, but it's her personal touch and relatable stories that truly set her apart.”
U. P., Psychiatrist
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“Through ElevateMD, I've gained a holistic understanding of managing my finances to live life to the fullest while preparing for retirement in a tax-advantaged way.”
J. C., Emergency Medicine
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“Before her presentations, I couldn’t understand many financial concepts, however Genhee’s insights are most enlightening and helpful.”
S. R., Radiologist
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She has helped me to get to the point where I am now finally feeling like, for the first time, I am starting to get my financial situation handled properly."
- A.R., Emergency Medicine
Connect.
I’m always delighted to hear from those with questions, ideas, or new opportunities related to finances. Whether you're interested in arranging a talk, requesting a presentation, or envisioning a dinner or event on financial topics that I might host, please feel free to reach out. I look forward to connecting and exploring ways we can create meaningful experiences together.