RFL Wealth Management
Helping internationally trained medical professionals live a Rich, Fulfilling Life in the most tax efficient way by designing a comprehensive Financial Life Plan that helps them get more out of life today, while not worrying about their future.
Our Commitment to YOU
We understand the complexities of managing finances as a medical professional. Our goal is to alleviate your financial stress, allowing you to focus on what truly matters—your family, career, and personal well-being. By partnering with us, you’re taking a proactive step toward securing a prosperous and fulfilling future.
The RFL Planning Process™
Our trademarked approach provides clear, conflict-free advice—no investment or insurance sales, just a proven system to help internationally trained physicians build wealth, minimize taxes, and achieve financial peace.
Keep More, Pay Less
Too many people put off enjoying their money, only to realize later that they waited too long. Our tax-smart strategies help you maximize your wealth today while still securing a tax-free income for the future. You’ve worked hard—your money should give you freedom now, not just someday.
Big-Picture Planning
From purchasing your family home to expanding your real estate portfolio, we address your unique financial challenges with clarity and confidence.
Trusted by Physicians Across Canada
We’re proud to be part of the Million Dollar Round Table (MDRT), placing us in the top 1% of financial planners worldwide for three years running. That means you’re getting advice from a team recognized for excellence and results.
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