PRESENTATION TITLE:
Physicians’ Estate Planning Playbook: Protecting Wealth and Preserving Impact
PRESENTATION OBJECTIVES:
- Establish a plan for Asset Protection
- Design a tax efficient Wealth Transfer and Legacy
- Identify the tax land mines to avoid while building wealth within your MPC
SYNOPSIS:
This isn’t just another presentation; it’s a practical playbook for ensuring your wealth works as hard as you do, now and in the future. Join us and take the next step toward financial empowerment and peace of mind. As a physician or incorporated professional, you’ve worked tirelessly to build your wealth and professional legacy. This presentation is tailored specifically to address your unique financial challenges and opportunities, equipping you with actionable strategies to protect your assets, optimize your legacy, and steer clear of costly missteps. Here’s what you’ll gain:
- Comprehensive Asset Protection – Learn how to safeguard your hard-earned wealth from unforeseen risks and liabilities, ensuring your financial security remains intact.
- Tax-Efficient Wealth Transfer – Discover proven strategies to design a legacy plan that minimizes taxes while maximizing the impact on your family and chosen causes.
- Navigating Tax Land Mines – Identify common tax pitfalls and explore best practices for building wealth within your Medical Professional Corporation (MPC) without compromising your financial goals.
BIO:
As one of Canada’s leading specialists in pension solutions, I bring over two decades of expertise to help business owners, incorporated professionals, and physicians achieve financial clarity. I’ve collaborated with top Canadian pension lawyers, delivering practical, sophisticated retirement strategies nationwide.
Co-founder of EastCap Wealth Planning Inc. and faculty member for national physician education programs, I’m passionate about guiding professionals through financial complexities to build lasting legacies. Now, as President and COO of Stewart Fisher Financial, a nearly 40-year-old legacy firm, I’m leading its expansion across Canada and into the U.S., with specialized services for professionals, business owners, and sports/entertainment figures.
Featured in The Globe & Mail and Insurance Journal, I’m recognized for blending innovative approaches with practical financial solutions. As a frequent keynote speaker, I share actionable strategies for achieving financial independence. Through Advocis, I’ve served as a Chapter President and currently contribute as Regional Chair for the Chapter Leadership Council.
At Stewart Fisher Financial, we believe wealth is about more than numbers—it’s about enhancing life, creating balance, and building a meaningful legacy.
