Conference Highlights

At the November 2024 PFI Conference, Economist Benjamin Tal provides his insights about the impact of tariffs on US-China trade before the US presidential election took place.

In this highlight video from the 2023 Physicians Financial Wellness Conference, Drs. Jane & Paul Healey gives an excellent answer on why being financially literate reduces burnout and how they balance managing their finances with work and life.

This PFI Conference 2023 highlight is an overview of the costs of applying to CaRMS and electives, as well as tips on how to spend wisely.

What are the red flags to watch out for when signing a job contract? How do you advocate for your needs when there’s a power dynamic? How do you negotiate without burning bridges? In this new Negotiations lecture for physicians, we go over cases from personal experience and give tips on how to negotiate a fair deal for yourself.

In this 2023 PFI Conference highlight, Dr. Yatin Chadha talks about how he thinks about spending and his decision making process to spend more meaningfully.

In this recording, Dr. Mark Soth (from The Loonie Doctor Blog & Money Scope Podcast) explains the Individual Pension Plan (IPP), Multi-Employer Pension Plan (MEPP) and RRSP as options for retirement planning.

Larry Bates is author of Beat the Bank and a former banker and investment industry insider. He has 35 years of experience in the banking industry and shares his wisdom with students and beginners in this guest lecture at the Canadian Physicians Financial Wellness conference about simply successful investing.

In this 2022 highlight video, Ben Felix (Co-Host of the Rational Reminder Podcast) explains the types of life insurance, what questions to ask if you are considering life insurance, and why he’s not a fan of participating life insurance.

In this video, real estate experts Rob Carrick and Colin Lynch discuss which mortgage they are choosing and the cause of the inverted spread between the variable and fixed rate.

This video gives an intro to mortgages in Canada: how fixed rate and variable rate mortgages work, amortization vs term, and what to do at a time of rising interest rates.

When do I incorporate after graduation? What should I know before starting to invest? This 2022 PFI Conference highlight goes over some of the basics for residents and new grads.

Dr. Mark Soth from The Loonie Doctor Blog talks about how to invest efficiently in a corp, and how the Refundable Dividend Tax on Hand (RDTOH) helps reduce tax drag.

How do I teach my kids about money? Should I give my kids an allowance? In this highlights clip from the 2022 Canadian Physicians Financial Wellness Conference, Drs. Jane & Paul Healey give tips from personal experience and research on how to talk to kids and teenagers about money!

Highlight video of the talks from the 2021 PFI Conference