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Planning for your practice's future

Physicians/Dentists

We offer financial services firm offering concierge financial solutions for doctors-from residency to retirement.

We distinguish ourselves by addressing important planning areas that every physician/dentist must address in order to build and implement a properly balanced and coordinated financial strategy. It is this coordination across all areas of a physicians/dentists financial life that distinguishes   M. Jones Financial Services Inc.

Physicians/Dentist have a distinct disadvantage in meeting mid-life financial demands because of delayed entry into the workforce. Doctors are challenged to pay down hefty student loan debt while making up for the earning-time gap. They need expert financial advice to cover mid-life household expenses and avoid a major shortfall at retirement.

Retirement planning for physicians/dentists requires an entirely different strategy than what is used by most working people. Most people enter the workforce in their early twenties or before and start contributing to their RRSP, Group Retirement Plan or other savings vehicles. Their money has over a decade longer to reap the benefits of compound interest than the average physician/dentist, who will begin their career in their thirties with medical school debt and no retirement nest egg. We assist physicians/dentists in finding the right retirement vehicles to catch up and then save enough to continue their desired life style. 

Take a look at what our clients are saying. We look forward to meeting you soon.

Call 1-888-835-2065