Our MD Advisors will help answer your debt management and investment questions. They will also create a financial roadmap that will support you through residency and into practice.
Managing debt
- Complete a quick and easy to use debt assessment. It will provide a snapshot of your current financial health and be the starting point of your financial planning journey.
- Share these results with an MD advisor. Together with your MD advisor, you can build a financial plan that will support you throughout medical school, residency and into practice.
- Medical Student and Resident Line of Credit (borrow up to $200,000* by the end of your residency)
Investment Planning
Strong, long-term returns are the foundation of your financial prosperity.
Our MD Advisors will review your current investments and recommend a portfolio that is customized for your personal risk tolerance and objectives for growth income and capital protection. Your unique portfolio will feature a world-class investment manager, broad diversification, tax minimization strategies and ongoing monitoring.
*Subject to credit approval by the National Bank of Canada
