CUA Educational Content

10 steps to becoming a Rich Retired Doctor in Canada in 2025

Speakers: Gerald Brock, Jeremy Giles & Derek Henderson

Objectives

By the end of this program, participants can expect to:

  • Identify key factors in choosing the right financial advisor.
  • Gain clarity on what a fully funded retirement looks like and the minimum asset level required.
  • Determine how to assess your readiness for retirement.
  • Explore strategies for managing and liquidating assets, including your medical corporation, private savings, RRSP/RRIF, spousal plans, and primary residence.

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