I recently had the pleasure of sitting down with Gurtej Varn, Wealth Advisor and CEO of White Coat Financial.

Gurtej has obtained multiple designations in the financial sector. In 2022, he earned a spot on the Wealth Professional Canada Rising Stars List, honoring the brightest young talents under 40 in the Canadian wealth management industry. A year later, he was crowned the Wealth Professional Canada Young Achiever of the Year for 2023, an accolade that singles out the top advisor in Canada under the age of 40.

Gurtej spearheads White Coat Financial, one of the only wealth advisory firms in Canada to offer a comprehensive range of financial services, all under one roof. This includes insurance, mortgage, investment, financial planning, and tax services available across Canada. This unique, all-inclusive approach ensures that Dentists receive unbiased advice from an advisor that works for them, not the bank, but still allows Dentists to leverage White Coat Financials' premier access to Canada’s leading investment, mortgage, and insurance products.

Gurtej is on a mission to help dental and medical professionals gain confidence and knowledge in their personal and business finances and today we get to discuss some of the main topics that are very important to pay attention to, at different points in your career.

We discussed SO MANY topics but ONE thing that struck me was the shame dentists often feel surrounding financial decisions; despite being highly educated professionals we often have no idea how or where to start investing. Join us on a journey to help you navigate what decisions you should make from new grad to prepping for retirement, and what the benchmarks look like.

This episode includes:

Flaws in traditional investment strategies & fiancial shame.
Financial decision making in your first year of work & how to spend your first pay checks.
Insurance decisions & the 1 type of insurance you should always buy.
When to Incorporate as a young dentist.
Mid career decisions & buying a practice - what to know about starting new or buying into an existing clinic.
Children & how to start family planning.
Holding companies - what they mean and how they benefit you as a practice owner.
Life Insurance - is it worth it and how should it be structured.
PLUS! A Tax Deduction tip for your debt

Gurtej Varn Instagram: Link Here

White Coat Financial Website: Link Here

The Doctors & Dollars Show: Podcast Link

As always, I would LOVE and appreciate if you would RATE and REVIEW this podcast and don’t forget it TAG me @drpeggybown on IG and please remember to hit the FOLLOW button!

Peggy xox

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