Skip to content
twitterfacebooklinkedinenvelope
  • T: 705.721.5919
  • F: 705.721.5707
  • T: 705.245.5919
  • T: 705.721.5707
Feel free to reach out.
  • Home
  • Our Clients
    • Our Clients
    • Families & Individuals
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Socially Responsible Investors
    • Endowments & Foundations
    • Corporations
    • Healthcare Professionals
    • Retirees
    • Women Investors
    • Family Offices
    • Young Investors
    • Non-Profits
    • What Clients Say
  • How We Help
    • How We Help
    • Our Process
    • Specialty Services
    • Strategic Principles
    • Services
    • Alternative Investments
    • Education Planning
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Investment Banking
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Your Team
    • Your Team
    • Jackie Ramler
    • Rachael Porto
    • Joanne Parkinson
    • Andrea Tarini
    • Laura Hemsworth
    • Ella Hedley
    • Our Partners
    • Professional Recognitions
    • About Raymond James
    • Community Involvement
  • Knowledge Centre
    • Knowledge Centre
    • Videos
  • Contact Us
  • Client Access
  • Barrie Office
    186 Bayfield St Barrie, ON L4M 3B5 T: 705.721.5919 F: 705.721.5707
    Map and Directions Map and Directions
  • Midland Office
    699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2 T: 705.245.5919 T: 705.721.5707
    Map and Directions Map and Directions

Helping healthcare professionals their unique needs

Helping physicians address their unique needs

As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of new tax legislation; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

We help by creating a wealth management plan that is designed to address every important aspect of your practice and personal life, including everything from funding your children’s post-secondary education to having an estate plan. By collaborating with your tax and legal advisors, we can coordinate asset-protection trusts, secure umbrella insurance coverage, and help you find solutions for dealing with rising practice expenses.

You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.

Services Include

  • Risk Management and Insurance
  • Cash Flow Analysis
  • Debt Management Strategies
  • Investment Advice and Education
  • Tax Considerations
  • Practice Management and Business Planning
  • Accelerated Retirement Planning
  • Estate, Legacy and Strategic Charitable Planning

related resources

Leaving Money to Your Kids? Consider These Inheritance Tips

Leaving Money to Your Kids? Consider These Inheritance Tips

How to have a valuable family conversation about your estate.

Estate & Giving
Which Education Expenses Are Considered Qualified?

Which Education Expenses Are Considered Qualified?

Learn more about what the savings in a 529 plan can help pay for.

Family & Lifestyle

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...

Family and Lifestyle
Home Budget Analysis

Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. On...

Personal Finance
Mortgage: Adjustable vs. Fixed Rates Comparison

Mortgage: Adjustable vs. Fixed Rates Comparison

Use this calculator to compare a fixed-rate mortgage to two types...

Loans
Mortgage: 15 vs. 30-Year Comparison

Mortgage: 15 vs. 30-Year Comparison

Determining which mortgage term is right for you can be a challen...

Loans

Sophisticated wealth management
Always here for you
  • Barrie Office 186 Bayfield St Barrie, ON L4M 3B5
  • T 705.721.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
  • Midland Office 699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2
  • T 705.245.5919
  • T 705.721.5707
  • Map & Directions
  • Map & Directions
twitterfacebooklinkedinenvelope

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2021 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

IIROC Logo
Advisor Report