Welcome to Physician Finance
This site is a joint effort by industry professionals who help physicians manage their practice, their companies and their finances. Everyday, we see physicians who are frustrated, overwhelmed, or making obvious errors with their money management. The site aims to provide physicians with useful information, a variety of perspectives and informed opinions on topics relevant to their financial success.
Podcast
Physician Finance produces podcasts on physician billing, investments, insurance and accounting. Learn more about how to ensure your financial success.
Lastest: Physician Investing
Meet our Contributors
Phoebe Breitling
Billing
Phoebe Breitling is a billing manager with Statgo, an Alberta based billing company. Statgo provides physicians with secure, fast and accurate billing services, backed by expert billing agents to ensure physicians are paid fairly and on time. Statgo’s app provides physicians with transparency and convenience, allowing physicians to track every claims and ensure no rejections are missed or claims unpaid. Visit Statgo
Joel Shackleton, CIM
Investing
Joel has worked in the financial advisory industry since 2015 and has chiseled out 3 niche’s – focusing on Physicians, Influencers and Oil & Gas Business Owners. When he’s not working, he co-host’s the number one Canadian Growth Investing Podcast – “Reformed Millennials”: See here and sits on the WEF Global Shapers and Special Olympics Board of Directors.
Lukas Hayes, B.COMM, CFP, CHS
Insurance
Lukas has been involved in the corporate life insurance industry since 2015, with a focus on Medical Professionals, farmers and other incorporated business owners. If set up correctly, Lukas believes insurance can be a great tool in tax and estate planning. At ADVICO, his team works with other professionals to ensure a client’s financial plan is on track.
What We Do
Podcasts
We produce podcasts for physicians on financial subjects. We interview a variety of experts and physicians to get their opinions and tips.
Articles
We deliver articles written by different experts to help you background, context and perspective on your financial options.
Seminars for staff physicians
We hold scheduled online and in-person seminars to provide information and answer questions. Seminars tailors to specific groups of physicians can be arranged.
Seminars for new physicians
We help new physician setup for financial success. We provide seminars on setting up your practice, preparing for financial success and optimizing your billings.
Latest Podcast Episode
Investing
In this podcast, we chat with Dr. Magnus Breitling about his learnings on improving his finances and setting up for financial success.
Season 1 – Episode 2 Physician Investing | 1hr
Recent Podcast Episodes
Billing
Investing
Billing
Latest Articles
Billing
Physician Compensation in Canada
There are many factors a physician needs to consider when choosing their specialty and where to work. What type of work you enjoy, compensation levels, personal and family considerations, and where you want to live are all important factors to consider. In this post, we look into physician compensation in Canada and...
Investing
7 Steps to for financial independence
1. Learn how to run your practice like a business This is usually completely uncharted territory for anyone finishing residency. However, like most things in life, the hardest part is getting started. There are many aspects to a medical business model that vary widely depending on your specialty and practice type....
Insurance
Preparing your business for a critical illness
That’s quite a daunting title for a blog. I went back and forth on whether I should lighten it up a bit, but the subject itself isn’t light, so why should the title be? Some of us struggle to envision what our business would look like if we were to experience a critical illness. If you have not personally battled...
