Robitaille Group
Groupe Robitaille - Fully invested in your peace of mind
Helping you navigate your wealth building journey
Comprehensive financial planning and wealth management for HCP
Health care professionals (HCP) are different
You have unique circumstances and needs. HCP are a very smart group of people, but that doesn’t mean they’re good with money. Stressed, busy, overworked… many HCP struggle with money, finances, budgeting, never mind building wealth. Questions you may have as a HCP:
Should I incorporate? Should I pay off my house faster? What’s the best sequence and timing to fund my RSP, TFSA, RESP? Am I taking on too much/not enough risk? Should I create an IPP?
These are just a few questions on the surface… The financial habits you develop today will impact you and your family for the rest of your lives. The consequences of your financial decisions can affect you for decades, but you may not know where to start.
Because we have extensive experience working with HCPs, we know exactly what needs to happen for you to reach your goals.
We are here to help you optimize this important area of your life - your financial health.
Your vision for the future should drive your wealth building strategy.
We will help you define your vision and determine the roadmap to get you there.
Healthcare Professional Strategies
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The early years
This article addresses the relevant issues you may face when first starting out in the medical or dental field.
Starting out on your own
This article addresses some of the issues you may face when you have practiced as an associate for a few years, observed different practice options and are ready to own your own medical or dental practice.
The peak earning years
This article addresses some of the issues you may face when you are in your prime earning years and you are well positioned to strategize on how you will use the excess funds earned in your practice.
Preparing for retirement
This article discusses the relevant issues you face when you are in the pre-retirement phase of your career.
Wealth Planning For HCP Should Be Simple
We know you’re the kind of person who wants to be on track for life’s big milestones like retirement and your kid’s education, and make sure your family is safe if something bad were to happen. In order to feel financially secure, you need to know where to put your money, how to get all the tax breaks you deserve and make sure you’re doing the right thing with your investments.
The problem is you just don’t have the time, energy or interest to dig into the details so you feel unsure, confused and even stressed. We believe it’s just plain wrong that wealth planning is so complicated that even HCP - the smartest of the smart – find it overwhelming. We understand they don’t teach HCP about financial planning in school. That’s why we are here to serve as your guide.
Here’s how it works. We start by getting all your stuff organized, then we help you craft a wealth plan to achieve your goals, and we walk you through the steps to put your plan into motion.
So schedule a call now to start turning your worries about money into a lifelong feeling of financial security. You deserve it.