As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You have worked hard to care for others. Let us help take care of you.
As a health care professional in private practice for 21 years, now supporting health care professionals as an advisor, Dana Lougheed brings to our team a unique level of clarity around the demands and challenges associated with managing your professional/corporate and personal financial priorities. Dana understands why it’s more important than ever to make smart financial decisions now to prepare for the future.
At Lougheed Wealth Management, we help by creating a wealth management plan that is designed to address every important aspect of your practice and personal life, integrating your professional corporation with your personal goals. We support you with everything from your short- and long-term financial plan to funding your children’s post-secondary education. We ensure you have adequate insurance in place to protect your business and loved ones. By collaborating with your tax and legal advisors, we can coordinate asset-protection trusts, secure umbrella insurance coverage, and help you find solutions for dealing with rising practice expenses.
You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.
YOUR PERSONAL FINANCIAL STRATEGY MAY INCLUDE:
- Personal and corporate wealth management
- Retirement planning
- Insurance & Annuities
- Tax Planning
- Estate and Trust Planning
- Strategic Charitable Giving
- Risk Management
RISK MANAGEMENT AND INSURANCE
- Cash Flow Analysis
- Debt Management Strategies
- Investment Advice and Education
- Tax Considerations
- Practice Management and Business Planning
- Accelerated Retirement Planning
- Estate, Legacy, and Strategic Charitable Planning