Three doctors in one practice wanted to formalize their working arrangement with a buy-sell agreement but, with a steep learning curve, were not sure how to go about it.
Cover The Risks
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.
How Cordis Helped
- Assessed unique financial needs
- Looked at office overhead
- Discussed disability options
- Life insurance for income replacement
- Savings for retirement
How Can We Help?
Looking to understand and improve your current financial situation? We help people from all walks of life who:
- 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
Reach out to us today so we can help you.
Get In Touch
10563 172 St.
Edmonton, AB, T5S 1P1