Empowering physicians with a comprehensive framework to optimize financial well-being.
Recent Webinar
RRSP vs. Corporate Investing
Is it better to invest inside our medicine professional corporations or direct the money into an RRSP?
As I have come to realize over the last several years, readily available investment tools such as the RRSP have considerably different optimal utility points for physicians compared to the general public. In the case of RRSPs, for example, making contributions every year may not be ideal, particularly for the high net worth physician who is nearing or exceeding the $500k mark inside their RRSP.
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
“There are a lot of moving parts to consider when you decide to sell your clinic or practice, and there is certainly much more information than a column like this could cover comprehensively. However, recognizing some overarching considerations before you begin will help achieve a smooth transition during this multistep process…” 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
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.