(780) 945-2881 info@cordisfinancial.ca

Cordis Financial For

Professionals

Cordis Financial provides financial planning for professionals who want to optimize their career decisions. Here is an example of how we work with professionals to address financial needs. (Names have been changed to protect privacy. Testimonials are provided with permission.)

Intro

Working Arrangements

Three doctors in a practice wanted to formalize their working arrangement with a buy-sell agreement but with a steep learning curve, they were not sure of how to go about it.

Details

Cover The Risks

Challenge

Together with their lawyer, they worked with Laura to fund their buy-sell agreement and make sure their risks were covered on all levels: partnership, professional corporation, and personal.

Considerations:

  • unique financial needs
  • office overhead
  • disability
  • life insurance for income replacement
  • savings for retirement

We Welcome New Clients

If you are looking to understand and improve your current financial situation and:

  • Want to work with established financial institutions
  • Want to work within established financial rules and regulations
  • Are willing to be open and honest with us
  • Are open to advice
  • Want strict confidentiality

then please contact us today to set up an initial meeting.

Get In Touch

10563 172 St.
Edmonton, AB, T5S 1P1

(780) 945-2881

info@cordisfinancial.ca