Testimonials

 I attended the Code Green Financial Conference on February 2nd this year.   I stumbled upon it on Linked In and after reading through the topics they planned to address, I felt that it would be tailor-made for me.  There was a wide range of topics discussed by industry experts, including general wealth management, real estate investing, both preconstruction and investing in REITs, Personal Pension Plans, strategies to apply for mortgages, demystifying the stock market, as well as the benefits of Participating Whole Life Insurance.  The cost of the course was very reasonable and the venue very accessible.

I would definitely attend this course the next time they present it, hopefully next year.  I have been practicing medicine for more than 30 years and have yet to see a similar course offered.  In fact this should be offered in medical school, for all the up and coming grads so that they can start working on a financial plan early in their practice years.”

Thanks again for a great course.  And by the way, I have subscribed to your podcast.

The Code Green conference was well worth attending. As a mid career physician, I expected to know a lot more and feel a lot more secure about my financial health at this point in my career and yet time flies when you are busy and seeking financial expertise is time consuming and sometimes a challenge to navigate. This conference is a window into learning, connecting and understanding our options within a credible and supportive environment of physician-friendly financial expertise

Dear code green organizers

Hi , just wanted to share my personal experience with the conference as a family doctor that has been practicing for over than 30 years and working hard as a lot of my colleagues of my generation we learned to work hard but not smart very bad in management finances and time and expenses to the extent no time to read or research or learn how to manage our practices and life and our income in an efficient way. To the extent we don’t have time to even consult professionals who are specialized in delivering the right advice and plan due to being over busy looking after our patients and Families. Unfortunately we end up in a vicious circle and a pit that goes so deep to the extent you lose hope that you can one day get out of that big deep bottom of the ocean.

Apart from being connecting with a great network of different professions that was attending that they Island the importance of having protection in different form of insurances including disability insurance critical insurance life insurance for myself and for my loved ones after my departure from this life. I learned about Investments mostly in real estate and to learn how to pick the right products that has short-term and long-term Investments value I learned the way as well the importance of planning for a pension plan and steady income for the time I will retire that will provide me a good quality of life me and my spouse after maintaining a certain style of life during my career. I also had a chance to speak and spend quality time with specialized members of those different teams that seems they have a specific plan and the right tools and experience to help me get out of the vicious circle and the rat race that I’ve been doing for many number of years. The one thing I regret that I didn’t get that opportunity to meet those people and have a chance to learn before I done so many mistakes that led to multiple Financial losses that could be easily avoided at that time if I had even half of the knowledge I know today. I wish to all my colleagues and all professionals in Canada whether new grads or newcomers immigrants like myself or professionals like Physicians lawyers dentist pharmacist chiropractors that’s study hard all their life to achieve their goals but are not smart enough to learn how to build a healthy Financial life and Future. I think that should be apart of a curriculum accessible and affordable to all kind of professionals and to be done on regular basis so we’ll be updated for all the changes that happens in this world that’s change every day very fast hard to keep coping with all these changes while we are super busy with our own careers. I want to thank so much my friend and Mentor Dr. Vu Tran that invited me and introduce me to this great event and great Network that I met that day.

Thanks, Dr. Samir Assad MD. CCFP

“Code Green has been a game-changer in enhancing my financial literacy and investing acumen. The event’s top contour approach with insightful content has improved my understanding of key financial and investing principles. The practical tips and strategies offered have empowered me to make more informed decisions. I highly recommend Code Green to anyone seeking to elevate their financial knowledge and make smarter investment choices.”

Pratik Patel, BScN, MScN, NP-PHC 

(we can use his pic in social/web)