3 Upcoming Events

Prospects: Live Dinner Presentation

Dinner Presentation EXCLUSIVELY for Medical Professionals & their spouses/significant others



Toronto – Tuesday, March 5th, 2024 at 7:00 pm – Biagio Ristorante – 155 King St E, Toronto, ON M5C 1G9

PLEASE SELECT "March 5th - In-Person (Toronto)" on the form below to register.


Money, Death & Taxes

How to Keep the Taxman OUT of Your Estate Plan!

You will learn:

  • How to minimize your estate taxes
  • How to potentially get higher returns with no more risk
  • How to effectively use trusts for your beneficiaries
  • How to maximize the assets within your medical corporation


  • 2024 Investment Strategies for your RRSP & TFSA

Clients: Digital Webinar Event

Med-Wealth Quarterly Market Recap

Q1 2024 Review and Market Outlook


Monday, April 15, 2024 at 6:00 pm EST via Microsoft Teams

PLEASE SELECT "April 15th - Webinar" on the form below to register.

Clients & Prospects: Live Dinner Presentation

Real Estate Matters

Navigating the GTA Real Estate Market



To Be Determined

You will learn:

  • How to utilize your RRSP, TFSA and FHSA to purchase a home
  • How much of your portfolio should be in real estate
  • What to expect when buying or selling a home
  • The current state of the GTA real estate market
  • What mortgages* and other financing tools are available

Disclaimer: *Mortgage services provided by National Bank

Register Below:


Roadmap to Retirement – The New Path Forward

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Contact Us

Med-Wealth Financial Services

807-10 Kingsbridge Garden Circle 
Mississauga, ON L5R 3K6
Business: 905-568-2000 
Fax: 905-568-2893 
Email: info@med-wealth.ca