Wealthcare for Healthcare
At the Papadina Group, we pride ourselves in providing healthcare professionals with our exclusive financial concierge service. While you’re spending time doing what’s most important to you, we will manage your wealth.
Your personal life is busy, and your professional life is demanding. Like so many other healthcare professionals, you likely find yourself consumed with growing your practice, ensuring the well-being of your patients, and spending time with your family. Most likely, you simply aren’t able to devote the time necessary to properly manage the details of your financial affairs. At the Papadina Group, we pride ourselves in providing healthcare professionals with our exclusive financial concierge service. While you’re spending time doing what’s most important to you, we will manage your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Our story
The Wealthcare for Healthcare Program is a holistic wealth management process specifically tailored for the healthcare community. The Wealthcare for Healthcare Program is a consultative process focused on advisory solutions for healthcare professionals, which uses comprehensive financial planning strategies for both personal and corporate issues.
What I appreciate about Richard is that he is thoughtful, creative and proactive.
Dr. Kamran Khan
Through academic practice plans, we have tried to financially recognize serious scientific work for many years with only partial success.
Dr. Bryce Taylor, MD
Richard and his team of consultants have guided my family and I, as well as my UHN Orthopaedic group (focusing on SR&ED), on all financial planning matters for the past eight years and we are very satisfied with his overall strategies, advice and service.
Dr. Nizar Mahomed, MD
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.