You've spent years in training, taken on massive student debt, and built a career saving lives. Now you're earning well, but between 60+ hour weeks, a 35-37% tax burden, and the constant demands of medicine, it doesn't always feel like you're getting ahead.

 

You're not alone. Most medical professionals face the same reality: high income, limited time, and no clear strategy to turn earnings into lasting wealth.

 

That's exactly why I built North Square Capital.

 

I spent over a decade in financial services, including five years at Columbia Threadneedle Investments, where I partnered with advisory teams at Morgan Stanley, UBS, Merrill Lynch, and Wells Fargo. I noticed that the teams managing the wealthiest clients were using siloed, inaccessible strategies. It didn't sit right with me.

 

When I looked at my own family, many of whom work in medicine, it clicked. Medical professionals were being underserved by traditional finance. They needed investment guidance, including real estate, built around the reality of their careers, not another generic financial plan.

 

Real estate can generate passive income, reduce taxes, and shorten the timeline to financial independence.

 

Whether through direct ownership, syndications, debt funds, or a combination of these, the right strategy depends on your life, goals, and risk tolerance.

 

Below you'll find an ebook: 𝘙𝘦𝘢𝘭 𝘌𝘴𝘵𝘢𝘵𝘦 𝘚𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘦𝘴 𝘌𝘷𝘦𝘳𝘺 𝘔𝘦𝘥𝘪𝘤𝘢𝘭 𝘗𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘚𝘩𝘰𝘶𝘭𝘥 𝘒𝘯𝘰𝘸. It's a good starting point.

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If you'd like to go further, book a complimentary Financial Health Assessment. No investment opportunities discussed. Just strategies, education, and clarity on what fits your situation.

 

𝗬𝗼𝘂 𝗵𝗲𝗮𝗹 𝗽𝗮𝘁𝗶𝗲𝗻𝘁𝘀. 𝗪𝗲 𝗯𝘂𝗶𝗹𝗱 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗵𝗲𝗮𝗹𝘁𝗵.  ​​

 

Rob Natale, AIFA®
Founder, North Square Capital