Solutions for healthcare professionals

You have invested a significant amout of time and money in order to get where you are today. You now realize that the financial well being of you and your family is closely linked to your ability to practise your profession. As a healthcare professional, you are in a unique position to see how fragile humain beings are and to understand the importance of financial protection in the event that you suddenly die or are unable to practise your profession due to illness or an accident.

New reality: Incorporated practices (professional corporation)

As your practice grows, you realize that carefully managing your personal wealth is important .After discussions with your professional advisors, perhaps you have chosen to incorporate your practice to benefit from the advantages of a Incorporation.  In many Canadian provinces, healthcare professionals can now incorporate their practices. 

Generally speaking, if you are a professional earning a high income, you may have already incorporated your practice or are undoubtedly thinking about it. Incorporation affects a number of aspects that must all be considered at the same time and since your situation is unique, it is important to talk to your accountant or lawyer so that they can help you create a structure tailored to your needs. We are determined to meet and even exceed your expectations by working together with them to help you set up a financial plan that meets your personal and professional goals and dreams.

Plan for the unexpected!

Over the years we have acquired significant experience working with healthcare professionals. We understand your particular needs and are aware of the financial opportunities available to you. we can work together with your professional advisors to help you set up a plan that meets your personnal and professional goals and dreams.     

At Diane A. Gagné Financial Services, we remain committed to healthcare professionals. Each year, we hold several seminars across the country to provide healthcare professionals with information on various topics of interest. We also act as consultants for the Society of Obstetricians and Gynaecologists of Canada and the Canadian Psychiatric Association. 

While the environment surrounding your profession has changed over the past years, our goal remains the same: to help our clients build, protect and eventually transfer their wealth. Whether you are looking to protect your wealth, plan for retirement, or prepare a succession plan, we can help you.

This document provides general information. If you are considering incorporation, or making certain changes to your insurance portfolio, it is important to seek professional advice.