PRESENTATION TITLE:
Life Lessons & Financial Planning Pearls
PRESENTATION OBJECTIVES:
- List Key financial Lessons
- Recognize key financial planning pearls
- Be able to ask smart questions to ask and identify next steps
SYNOPSIS:
Top “10” Financial planning Pearls:
- know where you are going, before you decide on any given investment strategy or opportunity
- Predict when you are going to die
- 4 investment buckets
- Decide how much you want to leave behind, when, and to whom
- 10% solution, but make it 20% – pay yourself first
- Invest what you can afford to lose and still sleep at night
- Know your own risk profile and tolerance
- Understand your own family structure – kids, dependents, future inheritance
- Open unique accounts for specific goals – eg RESP, FHBA, kids weddings, taxes, vacations
- Create a family office and meet annually
BIO: My Journey: From Medicine to Financial Empowerment for Canadian Physicians
A University of Toronto-trained family physician (BSc Biology ’87, MD ’91, Family Medicine Residency at Sunnybrook),
I’ve specialized in Sleep Medicine (Albert Einstein/Stanford, 2000) and Addiction Medicine (ASAM-certified, 2002/recertified 2012). For over a decade, I taught in U of T’s Department of Family and Community Medicine, earning Faculty Teaching Awards (2003, 2010).
Bridging medicine and business, I earned my MBA from Ivey Business School and built multiple healthcare companies,
achieving successful exits that generated significant returns. These experiences taught me the power of smart financial strategies firsthand.
Today, I’m passionate about empowering Canadian physicians as savvy consumers and investors. My vision: Every doctor
achieves lifelong financial stability—free from money worries—so you can focus on what you do best: healing patients and communities.