I'm passionate about helping doctors master money

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I provide unbiased flat-fee financial advice for Canadian doctors, dentists, and small business owners.  I currently hold a Certificate in Advanced Financial Advice (CAFA) from the Canadian Securities Institute and, having recently written the Certified Financial Planner (CFP) exam, will soon be the only MD + CFP in Canada.  I am also a husband, father of four, an amateur artist, woodworker, and outdoorsman.

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My journey in personal finance and investing started over 20 years ago as a medical resident.   Like many people, at first I thought I needed professional help but when I realized that the high fees were slowly but surely carving away a larger and larger chunk of my family's money, I made the move to DIY investing.

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It wasn't all smooth sailing, but as I educated myself I realized that the key to financial success is not complexity, but simplicity.  Follow a handful of easily understandable principles, and financial freedom is attainable for nearly anyone.

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This realization was so powerful that I wanted to share it with others so I started writing articles for a small Canadian investing magazine, giving personal finance talks to physician and investing groups, and launched a DIY investing website.

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After thirteen years of full-time clinical medicine, I was ready to start a new chapter in my life - one that focused on teaching others the amazing benefits of managing their own money.  I started an online course for doctors called moneySmartMD, I gave talks to medical staff associations, and I enrolled in courses to attain my CFP (Certified Financial Planner) designation.

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I quickly realized that busy Canadian professionals are increasingly aware of the need to understand money but are overwhelmed by the volume of information out there.  What they're looking for is simple:  someone they can trust to help them prioritize the information and apply it in their own lives. 

 

Filling that need is my passion.  If you are looking for unbiased, evidence-based financial guidance, presented in a clear and friendly way, you're in the right place.