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  • Why does LiveBy have a specialty in supporting physicians?
    The LiveBy team has a deep respect for the work physicians do and how it impacts the health of our communities. Being married to a doctor himself, Mike Kidney understands physician's unique life milestones and the effect this has on wealth planning. He knows how to develop the best solutions to achieve physicians' specific financial goals.
  • Do physicians have unique needs when it comes to planning?
    Physicians, like many, have a career full of possible risks (i.e. a needle prick through medical gloves or being exposed to hazardous chemicals on site). With this in mind, particular attention is devoted to making sure a physician's risk management plan protects their income for themselves and their family.
  • Why should I use your firm?
    We always focus on what’s important to you so you can determine what to live by day-to-day. That is why we call our company LiveBY. We advocate ongoing, smart wealth planning to help your hard-earned money work for you.
  • What credentials and experience do you have?
    To help clients achieve success, we have aligned with great resources and provide education in financial literacy. We live and breathe innovation, providing you with wise choices. Our professional designations include: Certified Financial Planner (CFP), Financial Management Advisor (FMA), Chartered Life Underwriter (CLU), Certified Health and Insurance Specialist (CHS), Canadian Investment Advisor (CIM) and a Trust and Estate Practitioner (TEP).
  • What do you mean by a comprehensive financial plan?
    A comprehensive financial plan is a process designed to help inform the direction of financial advice by identifying your unique goals, and building bridges to connect gaps between where you currently are, and where you want to be. Our solutions are researched and updated with current changes to markets, product development, tax and legislative changes. The plan becomes the guide to measure the success of how accurately we are tracking to your goals, while at the same time, capturing changes in goals as they transform over time.

FAQs

  • Why does LiveBy have a specialty in supporting physicians?
    The LiveBy team has a deep respect for the work physicians do and how it impacts the health of our communities. Being married to a doctor himself, Mike Kidney understands physician's unique life milestones and the effect this has on wealth planning. He knows how to develop the best solutions to achieve physicians' specific financial goals.
  • Do physicians have unique needs when it comes to planning?
    Physicians, like many, have a career full of possible risks (i.e. a needle prick through medical gloves or being exposed to hazardous chemicals on site). With this in mind, particular attention is devoted to making sure a physician's risk management plan protects their income for themselves and their family.
  • Why should I use your firm?
    We always focus on what’s important to you so you can determine what to live by day-to-day. That is why we call our company LiveBY. We advocate ongoing, smart wealth planning to help your hard-earned money work for you.
  • What credentials and experience do you have?
    To help clients achieve success, we have aligned with great resources and provide education in financial literacy. We live and breathe innovation, providing you with wise choices. Our professional designations include: Certified Financial Planner (CFP), Financial Management Advisor (FMA), Chartered Life Underwriter (CLU), Certified Health and Insurance Specialist (CHS), Canadian Investment Advisor (CIM) and a Trust and Estate Practitioner (TEP).
  • What do you mean by a comprehensive financial plan?
    A comprehensive financial plan is a process designed to help inform the direction of financial advice by identifying your unique goals, and building bridges to connect gaps between where you currently are, and where you want to be. Our solutions are researched and updated with current changes to markets, product development, tax and legislative changes. The plan becomes the guide to measure the success of how accurately we are tracking to your goals, while at the same time, capturing changes in goals as they transform over time.
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