Today we’re talking about seg funds, a type of investment that blends market growth potential with some built-in protection features. They’re offered by insurance companies and banks and can include things like maturity guarantees, death benefit protection, and in some cases creditor protection. We’ll look at how they work, who they may be a fit for, and what to keep in mind before adding them to a portfolio.

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This is the second episode about being a physician landlord. We continue our conversation with Mr. Andrew Fortis who will share with us his advice and wisdom as a real-estate lawyer.

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Wealth planning can be very complex if we want it to be. Many advisors make it very complex to the point it can be very intimidating for us, the healthcare professionals.

But it does not have to be.

Parth Shah had drilled it down to simple geometries that we all are familiar with: The Square, the Triangle, and the Circle. He is also inviting to be intentional.

Please enjoy!

If you have any comments or feedback, please email me at [email protected].

You already know my penchant towards real-estate as an asset. It is a good asset to hold. Most Canadians believe so as well. But how healthy is our Canadian market? Where are the opportunities? What types of real-estate investments are available beyond owning a rental unit?

This episode with Ray Punn will try to answer these questions.

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This is the first episode of a 2-part series about the legal pitfalls of being a physician landlord. If/when you become a real-estate investor and desire passive income through rental properties, there are many traps to avoid. Prevention is really the best medicine.

This episode complements the previous one from Dr. Michael Long. Between these 2 episodes, there are multiple golden nuggets and wisdom only from those who have done it and lived it can share.

Please enjoy.

To leave me comments or feedback, please email me at [email protected]

Physicians are busy enough at their regular day (and maybe) night job. We do not need another gig? or do we?

Many aspire to own real-estate and make passive income from it.

It is not easy. It can be fairly complicated or complex.

Dr. Mike Long shares with us his 30 years of experience as a landlord. There are multiple golden nuggets in this episode. Please enjoy responsibly!

To review the list of topics and speakers, and to register for the Code Green Conference, please visit www.codegreenfinancial.com.

In this episode, one of the co-founders of Code Green Financial Conference, Dr. Roger Sen, explains and discusses ETFs. The "What", "How" and "When" of investing in ETFs.

To register for the Code Green Conference, please visit www.codegreenfinancial.com

To leave me with your comments, please use [email protected].

Many people, including physicians, enjoy real-estate as an asset class. There are more than 1 way to invest in real-estate. Today, we discuss one of them. They Why, What, and How.

To leave me with your feedback, please email me at [email protected]

Please also visit www.codegreenfinancial.com to register for the Code Green Conference on March 29th, 2026 at the Old Mill Inn in Toronto.

Since the Healthcare of Ontario Pension Plan (HOOPP) made itself available to incorporated physicians in Ontario, many experts and podcasters have discussed it in the public realm. I have heard many inaccuracies and my hope is to address them in this episode with the help of my friend and business colleague Mr. JP Laporte who is a pension lawyer.

Physicians in Ontario should fully understand these inaccuracies, which themselves come from the complexity of pension plan structures.

Physicians should do their due diligence.

If you want to leave me with your feedback, please email me at [email protected].

To register for the Code green Conference, please visit https://codegreenfinancial.com/.

Real-estate is an asset everyone wants to own in the investment portfolio. There are lots to like about owning real-estate. There are many legal questions that must be answered before signing on the purchase agreement's dotted line. Know what they are.

To leave comments or feedback, please email at [email protected]

To register for the Code green Conference on March 29th, 2026, visit codegreenfinancial.com