Naas Neatt Physician Wealth Management
After investing significant time, energy and money into your education and setting up your practice, you need highly-qualified wealth management advice to help you manage debt, maximize your cash flow, and plan intelligently for the retirement you deserve.
Holistic Physician and Family Wealth Planning
Semi-annually, we invite 5 clients to dinner to provides us with objective feedback on how we are doing, ensuring we continue to meet the very high standards we have set for ourselves on advice and service. Annually, we hold a client event where we announce a contribution to a charitable cause that has a positive impact on the local health community.
If you would like to discuss our services in more detail with an existing physician client, please contact us and we will be happy to make a connection.
Your Wealth Planning Lifecycle
Your client experience will always be customized to your needs and goals and our smaller adviser to client ratio allows for us to be proactive in ensuring your investment strategy is working for you.
Trustworthy • Transparent • Competent • Adaptable • Community-Minded
Throughout your investment journey you can feel confident that you are working with a team whose core values are aligned with your own.
• Experience in physician wealth planning since 2001
• Tax efficient and cost effective discretionary investment management
• ETF expertise including a factor-based specialization
• Tax loss harvesting
• Globally diversified portfolios
• Financial and Retirement Planning
• Estate Planning
• Insurance Planning
• Private Banking
• Cashflow/Net Worth Planning
• Family Wealth Planning
• Business Succession Planning
• Collaboration with other professionals (accountants, lawyers, etc.)
• Family Discounting on Fees
*Some of these services are provided by TD Specialists
*Naas Neatt Physician Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.