Category Wealth Workshop
Type of Course Lecture (LIVE)
Instructor : Gurtej Varn BA CFP® CLU® Wealth Advisor, White Coat Financial Inc.
About the Instructor
Gurtej Varn is a Wealth Advisor, founder of White Coat Financial, and the host of the podcast, The Dollars & Doctors Show.
After completing his undergraduate degree in economics from the University of British Columbia, Gurtej obtained multiple designations in the financial sector. He is a registered mortgage broker, insurance broker, investment advisor, and holds the Chartered Life Underwriter (CLU®) and Certified Financial Planner (CFP®) designations.
In 2022, he earned a spot on the Wealth Professional Canada Rising Stars List, honoring the brightest young talents under 40 in the Canadian wealth management industry. A year later, he was crowned the Wealth Professional Canada Young Achiever of the Year for 2023, an accolade that singles out the top advisor in Canada under the age of 40.
Gurtej spearheads White Coat Financial, a private wealth advisory firm specializing in working with Dentists across Canada.
White Coat Financial is one of the only vertically integrated wealth advisory firms in Canada to offer a comprehensive range of financial services, all under one roof. This includes insurance, mortgage, investment, financial planning, and tax services available across Canada. This unique, all-inclusive approach ensures that Doctors receive unbiased advice from an Advisor that works for them, not the bank, but still allows Doctors to leverage White Coat Financials’ premier access to Canada’s leading investment, mortgage, and insurance products.
About the Course
We are excited to announce that Dens ‘N Dente Healthcare and Smiles First Academy are proud sponsors of the upcoming FREE workshop titled “Dentistry & Dollars – A Financial Seminar For Dentists.” This informative event will be held in North York, ON, on Sunday, March 3rd, from 11am to 2pm.
The first seminar will take place in Surrey BC, on Sunday, February 25th, from 11 AM to 2 PM PST.
The second seminar is scheduled for North York ON, on Sunday, March 3rd, from 11 AM to 2 PM EST.
Join us for an insightful session where you’ll gain valuable knowledge on how to grow your wealth as a dentist. The seminar will cover a range of important topics including:
🏠 Real Estate: Insights on buying your first property and expanding your real estate portfolio.
📈 Investing: Strategies to leverage RSPs, FHSAs, and TFSAs, as well as tips for growing your investments within your corporation.
🛡️ Insurance: Understanding essential insurance coverage, common mistakes to avoid, and strategies to optimize insurance as a tax-sheltered asset.
💸 Tax Strategies: Techniques for minimizing taxes, maximizing deductions, and optimizing investments within your corporation.
🏢 Clinic Ownership: Key considerations for buying or starting a clinic, appraisals, and transitioning from associate to clinic owner.
The seminar will be led by Gurtej Varn BA, CFP®, CLU® a renowned expert in financial planning for dentists.
The event is FREE to attend, but seating is limited, so be sure to register early to secure your spot.
You can register online through the following link:
https://linktr.ee/whitecoatfinancial
We look forward to seeing you there and helping you take the next steps towards financial success in your dental career.
- Date: Mar 3rd, 2024
- Location : 91 Granton Drive, Richmond Hill, ON L4B 2N5
- Course Duration: 3 Hours In-Class
- Course Time: 11am - 2pm
- Live Course
- Cost for the course: free
