Professionals

Whether you’re a doctor, dentist, lawyer, professor, engineer, or pharmacist – you’re an expert in your field. You’ve trained for years and spent a long time building your practice or business, providing your expertise to patients or clients. You may have invested in an RRSP along the way, but most of your capital has been locked up in the value of your practice.

So, when you’re ready to retire, how do you turn those valuable professional assets into a retirement fund?

You call on us. We’re professionals too, with the expertise to ensure that all your assets – the capital realized from selling your practice, perhaps the proceeds from selling real estate, as well as investments in RRSP’s and non-registered accounts – are structured into a tax-efficient retirement portfolio to provide ongoing retirement income. With help from our internal legal and tax planning experts we can also ensure that your estate and legacy plans are properly organized, according to your wishes.

As you well know, you cannot be an expert in everything. It’s why people have turned to you when they needed a professional with your particular knowledge and expertise. In turn, we’ve helped many professionals plan for, build towards, and ultimately help manage their retirement funds to support the lifestyle they’ve worked so hard to achieve. Let’s work together to make sure your retirement (and beyond) is as successful as your stellar career has been.