[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.27.4″ background_color=”#F9F8F6″ background_video_mp4=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/04\/home-hero_1.mp4″ background_video_webm=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/04\/home-hero_1.webm” custom_padding=”15vh||15vh||true|false” custom_css_free_form=”selector.et_pb_section .et_pb_section_video_bg::after {|| content: %22%22;|| width: 100%;|| height: 100%;|| position: absolute;|| top: 0;|| left: 0;|| background: linear-gradient(90deg,rgba(249, 248, 246, .92) 30%, rgba(249, 248, 246, 0.2) 100%);||}||selector.et_pb_section .mejs-video {|| top: 50%;|| transform: translateY(-50%);||}||||@media (max-width: 980px) {|| selector.et_pb_section .et_pb_section_video_bg::after {|| background: linear-gradient(90deg,rgba(249, 248, 246, .9) 30%, rgba(249, 248, 246, 0.7) 100%);|| }||}” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” module_class=”align-center” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”||||false|false” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 0;” custom_css_main_element_phone=”margin-bottom: 0;”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_text_align_tablet=”center” header_text_align_phone=”center” header_text_align_last_edited=”on|phone” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n
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You can rely on us to provide customized guidance to manage and protect the wealth you\u2019ve worked so hard for.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Get Started ” button_alignment_tablet=”center” button_alignment_phone=”center” button_alignment_last_edited=”on|tablet” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”90px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ disabled_on=”on|on|off” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_divider show_divider=”off” _builder_version=”4.27.4″ _module_preset=”8126410f-8a8b-4667-90fa-215077f451e1″ global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ max_width=”700px” global_colors_info=”{}”]<\/p>\n
Safeguarding your practice is important for your financial wellbeing \u2014 do you have the time needed to ensure this happens?<\/p>\n
Here’s how we can help.<\/strong><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ module_class=”hover-icon-row” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”90px||||false|false” custom_margin_tablet=”40px||||false|false” custom_margin_phone=”40px||||false|false” custom_margin_last_edited=”on|tablet” custom_css_free_form=”@media (max-width: 980px) {|| selector.et_pb_row .et_pb_column {|| width: 100%;|| margin-right: 0; || display: -webkit-box; || display: -ms-flexbox; || display: flex;|| -webkit-box-align: center;|| -ms-flex-align: center;|| align-items: center;|| gap: 30px;|| padding: 20px 0;|| }|| || selector.et_pb_row .et_pb_column:not(:last-child) {|| margin-bottom: 0;|| border-bottom: 1px solid rgba(131, 117, 78, .25);|| }|| || selector.et_pb_row .et_pb_column .et_pb_module {|| margin-bottom: 0 !important;|| }|| || selector.et_pb_row .et_pb_column .et_pb_text {|| flex-grow: 1;|| max-width: 100%;|| }||}” 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informed and up to date on the newest medical advancements. You put your patients first. At LegacyMED, we put clients like you first.” ia_align_horizontal=”left” _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” background_color=”#09131E” background_enable_color=”on” background_image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/home-banner-doctors_2-2-1.png” background_enable_image=”on” background_position=”center_right” background_enable_pattern_style=”on” background_pattern_style=”pinwheel” background_pattern_color=”rgba(25,45,67,0.5)” custom_margin=”|1%||1%|false|true” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjEwMyJ9fQ==@” custom_css_free_form=”selector {|| cursor: pointer;||}” border_radii=”off||100px||100px” border_radii_image=”on|10px|10px|10px|10px” global_colors_info=”{}”][\/dsm_image_accordion_child][dsm_image_accordion_child title_text=”home-banner-dentists_2 (1)” image_accordion_title=”Dentists” image_accordion_desc=”We\u2019ll work with you and your team of professionals to create, implement and manage a plan focused on the needs of your practice as well as your personal goals and dreams.” ia_align_horizontal=”left” _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” background_color=”#09131E” background_enable_color=”on” background_image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/home-banner-dentists_2-1.png” background_enable_image=”on” background_position=”center_right” background_enable_pattern_style=”on” background_pattern_style=”pinwheel” background_pattern_color=”rgba(25,45,67,0.5)” custom_margin=”|1%||1%|false|true” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjEwNCJ9fQ==@” custom_css_free_form=”selector {|| cursor: pointer;||}” border_radii=”off||100px||100px” border_radii_image=”on|10px|10px|10px|10px” global_colors_info=”{}”][\/dsm_image_accordion_child][\/dsm_image_accordion][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|||5%|false|false” custom_padding_tablet=”|||0%|false|false” custom_padding_phone=”|||0%|false|false” custom_padding_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_layout=”dark” max_width=”600px” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_layout=”dark” global_colors_info=”{}”]<\/p>\n You\u2019ve put in the hard work and the results are personally satisfying and financially rewarding. The path you\u2019ve chosen has challenges and you alone know the energy you\u2019ve put into achieving your professional goal. The ultimate satisfaction? Knowing that you have the power to protect not just the people in the community who depend on you, but also everything you\u2019ve worked so hard for.<\/p>\n Your profession is more than a job, it\u2019s a calling to help others insure their health and wellbeing. When you go to work your clients depend on you to make their lives better. Now it\u2019s time to do the same for yourself and the staff who go the extra mile for you. Your practice is more than a daily routine, it\u2019s a reliable resource your community depends upon.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|on” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#192D43″ border_width_top=”1px” border_color_top=”#09131E” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” background_image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/doctor_hero_1.png” background_position=”top_center” positioning=”absolute” position_origin_a=”bottom_right” width=”50%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|tablet” max_width=”40%” height=”95%” custom_margin=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”a0005789-3392-4f16-a59f-7318aa06f8c3″ background_layout=”dark” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_layout=”dark” width=”50%” max_width=”50%” global_colors_info=”{}”]<\/p>\n You\u2019ve dedicated your lives to keeping yourselves fully informed and up to date on the newest medical advancements. You put your patients first. At LegacyMED, we put clients like you first.<\/p>\n [\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjEwMyJ9fQ==@” button_text=”Learn More” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|on” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#192D43″ border_width_top=”1px” border_color_top=”#09131E” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” background_color=”#192D43″ background_image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/dentist_hero_1.png” background_position=”top_center” positioning=”absolute” position_origin_a=”bottom_right” width=”40%” width_tablet=”50%” width_last_edited=”off|tablet” max_width=”40%” height=”90%” custom_margin=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|50%|||false|false” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”a0005789-3392-4f16-a59f-7318aa06f8c3″ background_layout=”dark” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_layout=”dark” global_colors_info=”{}”]<\/p>\n We\u2019ll work with you and your team of professionals to create, implement and manage a plan focused on the needs of your practice as well as your personal goals and dreams.<\/p>\n [\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjEwNCJ9fQ==@” button_text=”Learn More” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”150px||150px||false|false” custom_padding_tablet=”150px||150px||false|false” custom_padding_phone=”100px||100px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” scroll_vertical_motion_enable=”on” scroll_vertical_motion=”10|35|35|100|1|0|0″ scroll_fade_enable=”on” scroll_fade=”10|35|35|100|0|100|100″ motion_trigger_start=”top” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][dsm_text_notation before_text=”We employ a conservative, time-tested investment strategy focused on ” notation_text=”preserving and growing” after_text=” our clients\u2019 wealth” notation_width=”2″ notation_delay=”500ms” heading_html_tag=”h2″ before_display_type=”inline” notation_display_type=”inline” after_display_type=”inline” disabled_on=”on|off|off” _builder_version=”4.27.4″ _module_preset=”default” header_font_size=”48px” header_line_height=”1.1em” max_width=”1450px” header_font_tablet=”” header_font_phone=”Figtree|300|||||||” header_font_last_edited=”on|phone” header_font_size_tablet=”42px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” header_letter_spacing_tablet=”” header_letter_spacing_phone=”-1px” header_letter_spacing_last_edited=”on|phone” header_line_height_tablet=”1.1em” header_line_height_phone=”1.2em” header_line_height_last_edited=”on|phone” text_orientation_tablet=”left” text_orientation_phone=”left” text_orientation_last_edited=”on|tablet” global_colors_info=”{}”][\/dsm_text_notation][et_pb_text content_tablet=”<\/p>\n This is paired with a fully integrated approach to financial planning\u2014addressing every aspect of your financial life with clarity and purpose. Our commitment is to make complex strategies simple, delivering guidance that is both comprehensive and easy to understand.<\/p>\n ” content_phone=”<\/p>\n We employ a conservative, time-tested investment strategy focused on preserving and growing our clients\u2019 wealth. This is paired with a fully integrated approach to financial planning\u2014addressing every aspect of your financial life with clarity and purpose. Our commitment is to make complex strategies simple, delivering guidance that is both comprehensive and easy to understand.<\/p>\n ” content_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ max_width=”1250px” custom_margin=”70px||||false|false” custom_margin_tablet=”50px||||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|tablet” text_orientation_tablet=”left” text_orientation_phone=”left” text_orientation_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n This is paired with a fully integrated approach to financial planning\u2014addressing every aspect of your financial life with clarity and purpose. Our commitment is to make complex strategies simple, delivering guidance that is both comprehensive and easy to understand.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F9F8F6″ custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ make_equal=”on” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”90px||||false|false” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”||90px||false|false” custom_padding_tablet=”||30px||false|false” custom_padding_phone=”||30px||false|false” custom_padding_last_edited=”on|tablet” sticky_position=”top” sticky_offset_top=”100px” sticky_limit_bottom=”row” header_2_text_align_tablet=”center” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|tablet” text_orientation_tablet=”” text_orientation_phone=”” text_orientation_last_edited=”on|tablet” sticky_position_tablet=”none” sticky_position_phone=”none” sticky_position_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Review Insurance Coverage” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/review-insurance-coverage_1.jpg” alt=”financial care tips – review insurance coverage” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n Things have changed exponentially in the last two years. Staying on top of life\u2019s changes is key to managing your financial future. Now is the time to review your life insurance, auto insurance, home insurance, personal liability insurance, business insurance and malpractice insurance to ensure you have the right level of coverage.<\/p>\n [\/et_pb_blurb][et_pb_blurb title=”Recheck Your Retirement Plan Contributions” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/review-retirement-contributions_1.jpg” alt=”financial care tips – recheck retirement contributions” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n Are you on track to retire when you want to? If you plan to retire early, you need to build a retirement fund sooner, not later. The longer you wait to invest the greater the amount you will have to save at a higher rate of return.<\/p>\n [\/et_pb_blurb][et_pb_blurb title=”Maximize Registered Plans” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/maximize-registered-plans_1.jpg” alt=”financial care tips – maximize registered plans” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n Are you on track to retire when you want to? If you plan to retire early, you need to build a retirement fund sooner, not later. The longer you wait to invest the greater the amount you will have to save at a higher rate of return.<\/p>\n [\/et_pb_blurb][et_pb_blurb title=”Tax Advantage of an IPP or CIRP” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/tax-advantage_1.jpg” alt=”financial care tips – tax advantage of an ipp or cirp” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n An Individual Pension Plan (IPP) is a retirement account for incorporated professionals, such as doctors and dentists. While similar to an RRSP, it has key differences.<\/p>\n Incorporated professionals can save for retirement tax-efficiently, often linking benefits to their business. A Corporate Insured Retirement Program (CIRP) allows practice owners\/shareholders to receive retirement benefits through a corporately owned permanent life insurance policy.<\/p>\n [\/et_pb_blurb][et_pb_blurb title=”Create a Will” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/make-a-will_1.jpg” alt=”financial care tips – create a will” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n Creating a will ensures that your assets, including personal belongings and investments, go to the beneficiaries of your choosing. Once you create a will, you can adjust this document as your needs and\/or preferences change.<\/p>\n [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/five-gold-stars.svg” alt=”five star rating financial advisory team for doctors and dentists” _builder_version=”4.27.4″ _module_preset=”default” max_width=”200px” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][dsm_card_carousel slide_to_show=”1″ speed=”1500″ autoplay_speed=”5000″ space_between=”0″ equal_height=”on” arrow_color=”rgba(25,45,67,0.25)” dots_horizontal_placement=”-70px” dots_active_color=”#83754E” dots_inactive_color=”rgba(131,117,78,0.25)” arrows_tablet=”off” arrows_phone=”off” arrows_last_edited=”on|tablet” module_class=”testimonial-carousel” _builder_version=”4.27.4″ _module_preset=”default” body_font_size=”20px” body_line_height=”1.76em” subhead_font=”Figtree|500|||||||” subhead_font_size=”20px” text_orientation=”center” header_font_size_tablet=”” header_font_size_phone=”30px” header_font_size_last_edited=”on|phone” header_line_height_tablet=”” header_line_height_phone=”1.2em” header_line_height_last_edited=”on|phone” global_colors_info=”{}”][dsm_card_carousel_child title=”An Advisory Team Focused on Your Best Interests with Personalized Service” subtitle=”Dr. Yann Daz\u00e9” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n An advisory team that puts my money to work, always keeps in mind my best interest and the one of my beloved ones and offers an incredible and personalized customer service.<\/p>\n [\/dsm_card_carousel_child][dsm_card_carousel_child title=”A Trusted Team Enhancing My Financial Confidence and Security” subtitle=”Dr. Jeanette Pavlin” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n Working with this team has been an absolute pleasure. Their expertise and attention to detail have significantly improved my financial planning. I feel confident and secure knowing I have such a dedicated team guiding me.<\/p>\n [\/dsm_card_carousel_child][dsm_card_carousel_child title=”Comprehensive Financial Support: They Cover Every Step of Your Financial Journey” subtitle=”Dr. Stephen Gelber” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n Financial support from a to z. The group is a well-oiled team that helps cover all aspects of your financial health from investments to insurance and guides you every step of the way. You always feel that they have all your needs covered.<\/p>\n [\/dsm_card_carousel_child][dsm_card_carousel_child title=”A Remarkable Difference: Personalized Service and Trusted Guidance” subtitle=”Dr. John Ormond and Dr. Jean Kavanagh” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n We joined after a very disappointing 10 years plus with our bank. The difference has been remarkable. They listened to our needs and tailored our plan accordingly. We feel we are in capable hands now but even more importantly we feel they have our best interests at hand. Every person on the Rosen team has been equally professional and friendly. We feel confident recommending this group to all our friends and colleagues.<\/p>\n [\/dsm_card_carousel_child][dsm_card_carousel_child title=”Tailored Financial Solutions: A Personalized Experience” subtitle=”Dr. Janet Kwan” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n I am incredibly pleased with my experience. From the very beginning, they demonstrated a deep commitment to understanding my financial goals and tailoring their services to meet my unique needs.<\/p>\n [\/dsm_card_carousel_child][dsm_card_carousel_child title=”Impeccable Service and Trusted Guidance with Lewis Rosen and Associates” subtitle=”Dr. Joe Schwarcz” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n Lewis Rosen and Associates have been managing my finances for more than two years. The service has been impeccable. Lewis is always ready to discuss every aspect of the investment and provides information in a clear, straight-forward fashion. I prefer my input to be minimal and therefore place great trust in my advisor. I have been thoroughly satisfied in this regard, not only with the friendliness and efficient service, but also with the bottom line.<\/p>\n [\/dsm_card_carousel_child][dsm_card_carousel_child title=”Expert Guidance and Personalized Approach for Confident Retirement Planning” subtitle=”Dr. Andr\u00e9 Loiselle” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n I have been with this firm for years, and their expert guidance has truly made a difference in my retirement planning. Their personalized approach has been a game changer, providing me with peace of mind and confidence for the future.<\/p>\n [\/dsm_card_carousel_child][\/dsm_card_carousel][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”a21d428b-5e1a-4f1f-a61a-1ed42abf73aa” global_module=”454″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_text_align=”center” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”300px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”320px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n Our team is dedicated to contributing to your financial success.<\/p>\n [\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Work With Us” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”70px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Customized guidance for doctors & dentistsYou can rely on us to provide customized guidance to manage and protect the wealth you\u2019ve worked so hard for.Are you getting back as much as you give?Safeguarding your practice is important for your financial wellbeing \u2014 do you have the time needed to ensure this happens? Here’s how we can help.Financial PlanningResources & ToolsFinancial ChecklistsInvestment StrategiesHave a question? Ask us This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p>\n\n\n\n Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like piña coladas. (And gettin' caught in the rain.)<\/p><\/blockquote>\n\n\n\n ...or something like this:<\/p>\n\n\n\n The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote>\n\n\n\nFinancial Planning<\/h3>\n
Financial Planning<\/h3>\n
Financial Planning<\/h3>\n
Resources & Tools<\/h3>\n
Resources & Tools<\/h3>\n
Resources & Tools<\/h3>\n
Financial Checklists<\/h3>\n
Financial Checklists<\/h3>\n
Financial Checklists<\/h3>\n
Investment Strategies<\/h3>\n
Investment Strategies<\/h3>\n
Investment Strategies<\/h3>\n
Have a question? Ask us<\/h3>\n
Have a question? Ask us<\/h3>\n
Have a question? Ask us<\/h3>\n
As a medical professional, you know what it takes to excel at the highest level<\/h2>\n
Doctors<\/h3>\n
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Financial Care Tips<\/h2>\n
Find out how we can help you<\/h2>\n
M\u00e9decins<\/h3>\n\t\t\t\t\t\t
”Dentists”<\/h3>\n\t\t\t\t\t\t