Physician Empowerment Live Conference 2024

Wealth Creation and Real Estate for Busy Physicians

 

Toronto, May 25th and 26th, 2024

 

Now more than ever, our profession is facing pressure:
Rising inflation and fees that don’t keep up.
Tax increases.
Threats to professional corporations.

But opportunities remain to convert your high income into real wealth.

Let us show you how the wealthy preserve and grow their assets regardless of market conditions or the broader economy.

EARLY BIRD REGISTRATION
WHAT YOU CAN EXPECT TO LEARN

Financial Freedom 

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THIS ISN'T ABOUT MONEY.

 

This is about living better...

Happier, healthier, and less stressed. 

 

Our two-day conference provides the fundamentals of how high net worth Canadians create intergenerational wealth through:

  • private equity
  • robust passive income
  • advanced tax planning
EARLY BIRD REGISTRATION

Conference Agenda

Rainy Lake Meeting Room at The Rostie Group, WaterPark Place, 20 Bay Street, 11th Floor Toronto, Ontario Canada M5J 2N8

EARLY BIRD REGISTRATION

Day One

SATURDAY MAY 25, 2024

9am to 4pm


 
Diagnosing the Issues
What is True Prosperity?
Wealth Mindsets
"Why?” is the most important question you need to be asking about your finances.
You As the Most Important Investment
 
 [ Lunch from noon to 1pm ]
 
Playing Offense
Investing During a Recession
Real Estate is Incredible
Introduction to Asset Classes
 
Playing Defense
Secrets of Practice Transformation
Spending Less: Doctors without Limits
Keeping More: Advanced Tax Planning Strategies
 
Open Panel Discussion
Open discussions with our Masterclass faculty on wealth creation, public market trading, real estate, and practice management.
 
 
Saturday Evening Dinner
Included in your fees, this is one of the highlights of our annual gathering!
Join us for great food, laughter, and community. 
Time and venue TBA

 

Day Two

SUNDAY MAY 26, 2024

9am to 4pm


 
Wellness Wealth
With Dr. Michelle Jackman. Physician coach and founder of CoFrame
 
"Ask the Doctors"
Physician panel discussion featuring Michelle Jackman, Yatin Chadha, and Wing Lim.
 
"Ask the Specialists"
 
Experts in tax law, real estate, & planning.
Get the most out of your conference with access to high-level financial and tax consultants who bill out at hundreds of dollars per hour.
The key tax, insurance, and investing issues every physician should be aware of. 

 

 Jason Pisesky. Top tax lawyer with international accounting firm KPMG.

Gaurav Sobti, CPA. Real estate asset manager and commercial mortgage broker.

Simon Wong, MBA, CFP. Top-level wealth creation specialist working with entrepreneurs and physicians.
Nick Giovannetti, CFP. Top-level wealth creation specialist working with entrepreneurs and physicians.
 
 [ Lunch from noon to 1pm ]
 
Panel Discussion: Details TBA 
Featuring Simon Wong and Nick Giovannetti
Fundamentals of Retirement Planning.
 
Panel Discussion: Advanced Real Estate Strategies and Syndication
Featuring Wing Lim and Gaurav Sobti
Whether it is owning a few “doors” or investing in multimillion-dollar developments, real estate is one of the most powerful wealth-creation vehicles in history.
But as a busy physician, you don’t have time to deal with direct ownership. Your time is worth too much. Instead, we’ll show you how to practically access many different opportunities in real estate using the advantages you possess through incorporation.
 
Next Steps (3pm to 4pm)
Break out and start living better! 
 
Develop your own concrete strategies to...

 

...optimize your practice
...reduce your personal and corporate tax burden
... invest to beat inflation

 

EARLY BIRD REGISTRATION

Early Bird Rates Expire March 15

Physician Empowerment Live Conference 2024

General Admission

Only $895

2023 Pricing | Billed to Your PC | Sales Tax Included

REGISTER NOW

Non-Physican Spouse Ticket

Only $195

Meals Including Saturday's Dinner | Sales Tax Included

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OUR CONFIDENT GUARANTEE

At PhE, we're so confident that you'll love our events, we offer a 100% no-hassle refund. If you have attended the whole event and are unsatisfied, simply email us your feedback and we will refund 100% of your conference fees

 

CANCELLATIONS

Requests more than 30 days prior to our event carry a full refund less $100 administration fee.  Cancellations requested less than 30 days prior to our events carry a 50% refund.

2024 Conference Speakers

Dr. Kevin Mailo

Kevin is an ER doctor with nearly two decades of experience as a top-rated educator through his uniquely entertaining approach.

With a background in real estate, Kevin enjoys financial security allowing him to reduce his hours in invest in what truly matters - health and family. 

For Kevin, wealth isn’t about consumer spending.

Financial security allows us to thrive personally and professionally. His dream is to see every Canadian physician enjoying financial security.

Dr. Wing Lim

Dr. Wing is Family Physician based in Edmonton with a practice-focus in care of the elderly.

But Wing’s story is incredible: he started as a struggling solo-practitioner and went on to become a real estate developer who executed over $100 million in new construction – including one of Canada’s largest independent clinical facilities – Synergy Medical.

Wing inspires with not only his practical application of knowledge but the wisdom acquired through his decades of personal financial learning.

 

Dr. Michelle Jackman

Michelle is a Calgary-based pediatric obesity specialist. Building on years in medical leadership, she has now become a certified coach - helping colleagues achieve their personal and professional goals. 

Dr. Yatin Chadha

Dr. Yatin Chadha is a Toronto-based radiologist and founder of the wildly successful podcast Beyond MD. Yatin is passionate about the financial well-being of our profession and will be joining us as a panelist.

Master Class Faculty 

Gaurav Sobti, CPA

Gaurav brings top-tier experience from an extensive background in private equity and lending.

He has conducted hundreds of millions of dollars in commercial lending transactions. And previously, he was part of a team overseeing a $3B portfolio for a major public sector pension fund.

Gaurav is a licensed mortgage associate through RECA and commercial mortgage brokering is conducted through Create Commercial Mortgage Services.

Jason Pisesky

Jason is a tax lawyer with international accounting firm, KPMG. His practice background is extensive and includes personal and corporate tax-planning as well as litigation and dispute resolution. Whether you are scaling up your practice or winding it down, proper coordination between a tax lawyer and your accountant can ensure you're doing it right.

Simon Wong, MBA

As an Integrated Wealth Planner, Simon's expertise lies in simplifying complex financial concepts into clear, actionable insights, forming the cornerstone of his Financial Plans. Simon specializes in navigating individuals and businesses through the intricate landscape of finance, utilizing his extensive knowledge and experience to foster their financial success and stability.

Nick Giovannetti, CFP

Nick is a Certified Financial Planner® with a fully Integrated Wealth Planning Team. My approach to financial planning centers around a deep understanding of clients' goals and objectives, fostering long-term relationships built on trust and transparency.

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