.png)
beyond MD with Dr. Yatin Chadha
beyond MD bridges the gap between medical training and financial literacy.
Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money.
Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning.
Yatin also frequently interviews his own colleagues to shed light on valuable life and money lessons learned over time.
Tune in to beyond MD (episodes are bi-weekly) to build your financial acumen and live your best life today.
beyond MD with Dr. Yatin Chadha
Corporate Shareholder Agreements with Parish Bhumgara
In this episode I sit down with Parish Bhumgara from Gardiner Roberts LLP to discuss corporate shareholder agreements (CSA).
Discussion points:
- Parish's background (2:05)
- Corporate shareholder agreements/CSAs: what & when? (2:40)
- CSAs: who should consider this? (3:45)
- CSA structure (6:20)
- CSA share types (8:05)
- Key details to be outlined on a CSA (11:03)
- Unanimous shareholder agreements (16:33)
- Scenarios where CSAs really help (17:33)
- Separate corporation to invest in Real Estate (19:52)
- Corporations as a way to reduce liability (21:55)
- Any disadvantages to CSAs? (23:30)
- CSA set up (24:45)
- CSA cost (25:05)
- Transferring shares (27:18)
This episode features Arya EHR - https://www.aryaehr.com/
**I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :)
Yatin:
- Email: beyondmdpodcast@gmail.com
- LinkedIn: Yatin Chadha
Parish:
- pbhumgara@grllp.com