Physician Empowerment Live Conference 2024
Wealth Creation and Real Estate for Busy Physicians
Toronto, May 25th and 26th, 2024
WHAT YOU CAN EXPECT TO LEARN
Financial Freedom
THIS IS ABOUT MORE THAN 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:
- real estate and private equity
- robust passive income
- advanced tax planning
Conference Agenda
Rainy Lake Meeting Room at The Rostie Group
WaterPark Place, 20 Bay Street, 11th Floor Toronto
And... claim your CME credits via self-reporting exercises
Day One
SATURDAY MAY 25, 2024
9am to 4pm with lunch from noon to 1pm
True Fundamentals
What is True Wealth?
Wealth Mindsets
"Why?” is the most important question you need to be asking about your finances.
The Three T's of Success: Time, Talent, and Treasure
Playing Defense
Spending, Budgeting & Debt Management
Keeping More: Advanced Tax Planning Strategies
360 Financial Diagnostic & Roadmap
Financial Alignment with Your Spouse
Playing Offense
Introduction to Asset Classes
Navigating Economic cycles
Real Estate Basics
Due Diligence
Secrets of Leverage
Demystifying Lending
Syndication
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 with lunch from noon to 1pm
Leadership
The Secrets of Practice Transformation
The 5 Levels of Leadership
The Origin of Leadership
A Better You
Dr. Michelle Jackman Physician coach and founder of CoFrame Coaching with Dr. Angie Hong
"Ask the Doctors"
Panel discussion featuring leading physicians Yatin Chadha, Michelle Jackman, Angie Hong, Dimitre Ranev, and Kevin Mailo
"Ask the Specialists"
Panel Discussion 1: Navigating the DRAT Jungle
Featuring Cherry Chan, Jason Pisesky, Simon Wong, Nick Giovannetti & Wing Lim
Debt, Risk, Asset & Tax are 4 giant jungles that every physician needs to venture through, each full of tricks & traps. Learn practical tips & hacks that you can rely on throughout your financial journey.
Panel Discussion 2: Advanced Real Estate Strategies and Syndication
Featuring Wing Lim and Gaurav Sobti
Interest rates & costs soar while rental control & regulations tighten: real estate investing becomes ever more challenging - especially for the average “mom & pop” holdings. Learn how seasoned real estate professionals prevail with untold axioms, game rules & practices
Next Steps: Open Discussion
Recap
Regroup
Relaunch
Break out and start living better!
Join Us Now
Physician Empowerment Live Conference May 25-26, 2024
Non-Physican Attendance
Only $245
Meals Including Saturday's Dinner | Sales Tax Included
REGISTER NOWOUR 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. 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.
Cherry Chan, CPA
Accountant and published author, Cherry Chan is one of Canada's leading authorities in tax planning in real estate investing.
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. Angie Hong
Angie is a family physician with expertise in Obesity Medicine. Certified by the globally-recognized ICF, she is a personal development coach who works with physicians and career professionals to make high-impact and meaningful change in their lives.
Masterclass 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 tax planning and investing, 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.