HOOPP for Ontario Physicians
60 minute free webinar to help physicians
determine how the HOOPP invitation
fits in their retirement strategy.
HOOPP & Your Retirement Strategy Feedback Survey
Thank you for attending the HOOPP & your Retirement Strategy webinar. We trust that you found your participation time well spent.
This feedback survey will be available until February 1.
You may have questions that didn’t get answered during the event or you may like to extend the conversation with a member of either of the teams represented by Rick and Cara. If so, please indicate below:
The feedback survey is closed for submissions. If you would like to provide feedback, we would welcome an email to info@caldwelladvisory.ca. Please put HOOPP Webinar in the subject line.
Webinar Replay
Caldwell Wealth & Estate Advisory is a boutique Ontario-based planning firm that specializes in serving physicians and their families from all across Canada.
Presenters
Cara Chesney, CPA, CA
Cara Chesney is a Partner with MNP in Kingston. She works with her clients – many of whom are physicians and theirs MPCs – one-on-one to provide tax compliance and planning advice, and is experienced in HOOPP reporting for pension members.
Cara holds a Bachelor of Commerce degree (Honours) from Queen’s University. She is passionate about contributing to the profession and is an adjunct professor at the Smith School of Business and an instructor with CPA Ontario. (full bio)
Email: cara.chesney@mnp.ca
Rick Tomalty, CFP, CLU, CH.F.C, CHS, MFA, CEA
Rick has committed his professional life to promoting the growth and success of his clients. As an accredited business and executive coach, he brings an insightful and unique values–based approach to planning that helps people align their financial decisions with their most important priorities.
His specialized education and experience translate into valuable insights for business owners and shareholders of professional medical corporations, areas of expertise to which Rick dedicates much of his practice. (full bio)
Email: rick@caldwelladvisory.ca
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