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An Intimate Talk about Retirement Planning with Ontario's Doctors

OMA Insurance has partnered with Common Wealth, the administration and technology partner for the award-winning Advantages Retirement Plan™, to bring you The Financial Checkup, which features top financial questions and retirement stories from your fellow physicians.

What are some of the practical things you wish you knew earlier about financial wellness and retirement? Fellow physicians, Dr. Adam Kassam, Dr. Audrey Karlinsky, and Dr. Paul Healey, draw on their personal experiences to share what they’ve learned and how others can get on the path to retirement success.

Music: “Inspiring Corporate” by Scott Holmes
From the Free Music Archive
CC BY NC

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The information contained on this website is provided for educational purposes only, and should not be construed as advice to be acted upon. The information is not intended to offer investment, taxation, accounting, financial or similar professional advice, nor is it intended to replace the advice of independent tax, financial, accounting or legal professionals. This website is intended to only provide general retirement education information based on the common circumstances of the Ontario physician community and does not take into account any individual’s particular financial needs, circumstances and objectives. The information presented here may not be suitable for non-residents of Canada, or situations involving such individuals. Employees of OMA Insurance are not licensed or authorized to provide investment products, services or advice to you, except as it relates to insurance.