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Pharus Wealth Advisory Group

  • Home
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    • Integrated Wealth Management
    • Investment Management
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Pharus Resources

Address 1623 Avenue Road Toronto ON, M5M 3X8
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Pharus Perspectives - September 2026

Pharus Perspectives - September 2026

Pharus Wealth Advisory Group

September 25, 2026

Explore AI investing, physician retirement planning, estate preparedness and smarter money habits - plus a TIFF inspired fall watchlist - in September's Pharus Perspectives.

Read more Read more about Pharus Perspectives - September 2026
Incorporated physician discussing retirement and corporate planning with a wealth advisor.

Physician Corporation at Retirement in Canada: Keep, Restructure or Wind Down

Kelvin Chan on behalf of Pharus Wealth Advisory Group

September 08, 2026

Retirement changes the role of a physician's corporation. This article explores whether to keep, restructure or wind it down, and how retirement sequencing and estate planning while achieving tax effi...

Read more Read more about Physician Corporation at Retirement in Canada: Keep, Restructure or Wind Down
Pharus Perspectives - August 2026

Pharus Perspectives - August 2026

Pharus Wealth Advisory Group

August 28, 2026

Read more Read more about Pharus Perspectives - August 2026
An executive couple meeting with an Advisor.

Executive Compensation in Canada: Stock Options, RSUs, Bonuses and Long-Term Wealth Planning

Shamin Khan on behalf of Pharus Wealth Advisory Group

August 10, 2026

Executive compensation can create significant wealth - and significant complexity. Explore how stock options, RSUs, bonuses and employer shares fit into a coordinated approach to tax planning, investi...

Read more Read more about Executive Compensation in Canada: Stock Options, RSUs, Bonuses and Long-Term Wealth Planning
Pharus Perspectives - July 2026

Pharus Perspectives - July 2026

Pharus Wealth Advisory Group

July 24, 2026

Read more Read more about Pharus Perspectives - July 2026
A couple working on important documents.

Estate Planning Foundations: Wills, Powers of Attorney and Beneficiary Designations

Derek Kohalmi on behalf of Pharus Wealth Advisory Group

July 12, 2026

Estate planning is not one document or one decision. Learn how wills, powers of attorney and beneficiary designations work together to protect your family, manage incapacity, coordinate taxes and ensu...

Read more Read more about Estate Planning Foundations: Wills, Powers of Attorney and Beneficiary Designations
Pharus Perspectives - June 2026

Pharus Perspectives - June 2026

Pharus Wealth Advisory Group

June 25, 2026

June 2026 edition of Pharus Perspectives featuring market insights, succession planning for business owners, inheritance strategies, principal residence tax rules, buffered ETFs, and practical financi...

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A couple in Consultation with an Advisor

Succession Planning for Business Owners | QSBC Status, the LCGE, and Why Planning Early Matters

Kelvin Chan on behalf of Pharus Wealth Advisory Group

June 03, 2026

For many business owners, their business is the largest asset on the family balance sheet - but success and sale-readiness are not the same thing. Learn why QSBC status, Lifetime Capital Gains Exempti...

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Two Physicians are discussing a file.

Wealth Planning for Canadian Physicians: From Practice Income to Family Wealth

Shamin Khan on Behalf of Pharus Wealth Advisory Group

May 04, 2026

For Physicians, strong income in only the beginning. The real challenge is organizing cash flow, savings, investments, retirement planning and estate readiness - so today's success becomes lasting fin...

Read more Read more about Wealth Planning for Canadian Physicians: From Practice Income to Family Wealth
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.