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Avoiding Financial Mistakes: Tips for Physicians in Relationships
One of the critical and often overlooked aspects of managing money is effective communication between partners. According to a survey by Certified Divorce Financial Analyst® professionals, a significant 22% [...]
Financial Planning Is More Than Investing
A common misconception prevalent among many, including physicians, is that financial planning solely revolves around investing. While investing forms a substantial component of financial planning, a comprehensive and successful [...]
Beyond Procrastination: Early Financial Planning for Physicians
“He who fails to plan is planning to fail” – Winston Churchill Winston Churchill's words hold significant weight, especially for physicians who juggle a demanding career with personal financial [...]
Critical Illness vs. Disability Insurance: Protecting Your Dental Practice and Your Future
Table of Content About Critical Illness Insurance About Disability Insurance Comparing of Coverages Evaluating Needs and Risks Making an Informed Decision Frequently Asked Questions As the owner of a [...]
7 Money Mistakes Every Physician Should Avoid
Investing is a critical part of building financial security, but it comes with its share of pitfalls. Whether you're a seasoned investor or just starting, avoiding common mistakes is key [...]
Income Splitting: An Effective Tax Saving Strategy
Earn more, pay more. That’s the outcome of the Canadian graduated tax system. It doesn’t, however, have to be the only inevitable outcome. You may be able to take advantage [...]
RRSP, TFSA, RESP and FHSA 2023
With the New Year upon us, The St-Georges Group team would like to offer a reminder and some general information regarding some registered plans you may have. Note that [...]
RRSP, TFSA, or RESP – Where to Invest First?
Whether you own a business, or a healthcare practice, or you are a working professional, you want to invest your hard-earned income wisely. A prudent investment will be one [...]
Understanding the Value of Corporate-Owned Life Insurance
Are you a business or dental/medical practice owner seeking to proactively build wealth, grow your savings, reduce your tax rate, plan for succession, and leverage your assets? If so, corporate-owned [...]
4 Ways to Protect Yourself From Sequence Risk
A major aspect of a wealth advisor's role is to educate clients about the numerous risks they face and devise strategies to mitigate them. You have probably become familiar with [...]
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