Planning for Medical Professionals

“Who’s looking after you and your loved ones while you’re looking after me and mine?”

Trust, Confidence, Knowledge, Understanding, Mutual Respect and Shared Values – our relationship with you.

A 2010 article published in the Ontario Medical Review (June 2010) connected the dots in an insightful and entirely accurate manner. It acknowledged that the features that define an ideal physician-patient relationship—trust, confidence, knowledge, understanding, mutual respect and shared values—are also what you would likely be looking for in a relationship with your financial advisor.

As a boutique firm that is building its reputation on strength of character, competence, trust and client confidence, we at Caldwell Advisory see relationship as “job one”. Only through knowing you well can we help uncover and explore opportunities or risks that call for more conversation and advocacy. Like you, we make sure that we have the full picture before proposing any specific courses of action. And should your best solution call for a referral to another specialist, the Caldwell Advisory Resource Team is nearby and prepared to bring the necessary focus of expertise to your situation. Whether meeting in your office or ours, you’ll quickly recognize that we offer a safe space for you to talk about the things you value most.

Your chosen profession beckons you to be the best you can possibly be. Having Caldwell Wealth & Estate Advisory on your team can give you the freedom and comfort to know that your financial health is being watched over by trusted friends.

What is your financial plan doing for you?

Your financial plan should align with your goals and values. Let us help you create a map that will get you where you want to go.