Date

Wednesday, May 12, 2021
7:30 PM

Where

Zoom Webinar

Cost

Registration Is Free

Financial Planning for Healthcare Professionals


Please join UJA Healthcare and the Jewish Foundation of Greater Toronto as we host an esteemed panel to discuss financial planning methods and goals for medical students, residents, and new doctors. The panel will cover many important topics, like different insurance options, transitioning from medical school to residency and from residency to independent practice, and the realities of being a new doctor in Toronto.

The evening will also feature a presentation from Jewish Free Loan Toronto regarding interest-free graduate student loans and a Q&A session for our panelists.


Wednesday, May 12, 2021
7:30 PM
 
Please register for this webinar by 5:00 PM on May 11th.
 
For more information, please contact Arielle at akadish@ujafed.org

PANELISTS

Dr. Michael Warner, MD, FRCPC, MBA, Head, Division of Critical Care, Michael Garron Hospital; President, AdvisoryMD

Dr. Michael Warner is a practicing intensivist and the Medical Director of Critical Care at Michael Garron Hospital. He is a lecturer at the University of Toronto and educates residents on the financial aspects of transitioning to practice. In 2018, he won the Excellence in Community-Based Teaching award for the best teacher among all UofT community-based teaching hospitals. More recently, he founded thePPEdrive.com and has become a trusted physician voice in the media, helping Canadians navigate the COVID-19 pandemic.

A graduate of Queen's University School of Medicine, Dr. Warner trained in internal medicine and critical care at the University of Toronto. To nurture his interest in business, he completed the full-time MBA program at the Rotman School of Management.

As a respected clinician and entrepreneur, Dr. Warner has successfully combined his interests in business and medicine. He served as the Medical Director of Best Doctors Canada and worked domestically and internationally as a healthcare consultant for PwC. He also served as Chief Medical Officer of a virtual care company and has a growing interest in coordinating real estate investment opportunities for physicians.

In 2016, Dr. Warner started AdvisoryMD. He provides career coaching and personal finance education to physician clients. For corporate clients, he offers clinically informed business advice to companies ranging from healthcare start-ups to private equity firms.

Mark Levine, MMPA, CPA, CA, President, Integrated Financial Strategies

Mark founded Integrated Financial Strategies in 2004 with the goal to create a firm recognized as being one of Canada’s leading providers of estate and financial planning solutions for medical professionals. Mark is passionate about protecting the financial health and well-being of his clients. His ability to listen to client concerns allows him to craft customized, client-centered insurance solutions. He focuses on providing advice and counsel to his clients, as well as building long-term relationships grounded in mutual trust and respect.

Mark received his Masters of Management & Professional Accounting from the Rotman School of Management in 1999. He has also earned both his Chartered Accountant (CA) and Chartered Professional Accountant (CPA) designations.

Mark has been a member of Advocis since 2004. In 2008, Mark was accepted into the Conference for Advanced Life Underwriting (CALU) and continues to be an active member. Mark has been a longstanding member of both the Institute of Chartered Accountants of Ontario (ICAO) and the Chartered Professional Accountants of Canada. Mark has been a member of the Professional Advisory Committee of The Jewish Foundation of Greater Toronto since 2015.

Married with three children, Mark believes that family is unbelievably important. He finds personal fulfilment spending time outdoors, volunteering, and fundraising for a variety of charities.

MODERATOR

Binyomin Solomon, Director, Jewish Medical Student Association

Binyomin Solomon is a third-year MD candidate at the University of Toronto's Faculty of Medicine and the Director of the Jewish Medical Student Association (JMSA). He is passionate about mentorship, leadership, and student engagement. Through his work for the JMSA, Binyomin strives to create a community of support for medical students, residents, and physicians.