Exclusive wealth management dinner events tailored for doctors and dentists
Offering expert financial insights in a relaxed, upscale setting.
Why join us?
At LegacyMED Advisors, our events specifically for doctors and dentists, offer customized wealth management solutions that address your unique financial goals. With a deep understanding of the complexities involved in investment strategy, tax planning, and risk management, we’re here to help you navigate every stage of your financial journey.
Our in-person events offer a chance to gain direct insights from Lewis Rosen, while also connecting with colleagues. While each client’s path is unique, one common need remains: a comprehensive, lifelong financial roadmap — to help you build the life you envision, today and for the future.
When it comes to your financial future, investing in your knowledge is one of the most powerful decisions you can make.
Knowledge is power.
Taxes, Estate Planning, Retirement and Beyond
Is Your Portfolio Ready?
- Confidently plan for retirement by avoiding the common financial mistakes many medical professionals make
- Protect what you’ve built — strategies to shield your wealth from market risk and life’s surprises
- Take advantage of the top tax minimization strategies for Doctors & Dentists
- Access funds from your corporation tax-free
- Structure your corporation to eliminate the 50.17% corporate passive tax rate
- Reduce the management fees on your investments
- Withdraw from your RRSP/RRIF in a tax-efficient manner
- Structure your estate to minimize taxes and maximize what your heirs receive
- Invest in real estate like the big pension plans
- Properly diversify your portfolio using alternative investments
Events will take place at the following locations
To register for one of our upcoming events, please complete the form
We will then call you to complete the registration and confirm availability.
Find out how we can help you
Our team is dedicated to contributing to your financial success.