What We Offer

We specialize in building custom financial plans for medical professionals. We understand the unique challenges you face and provide tailored strategies that safeguard your financial future while optimizing wealth. Our full-service approach integrates innovative insurance solutions, expert tax advisory, creative mortgage planning, and strategic investment management, empowering you to achieve financial success both now and for generations to come.

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Financial planning crafted for doctors, with your unique needs in mind, and guidance every step of the way.

Priorities:

Disability insurance
Line of credit
Maximize loans and grants
Personal budget
Consider FHSA/TFSA

Student

Priorities:

Life & Critical Illness insurance
Debt repayment plan
Optimize cash flow
Investments
First home purchase
Plan for fellowship program

Resident

Priorities:

Optimize investment portfolio
Review insurance coverage
Incorporation
Personal & professional budget
Manage tax instalments
Wills & estate planning

Practice

Priorities:

Update investment portfolio
Adjust risk profile
Maximize retirement income
Plan succession
Philanthropy
Leave a legacy
Review legal documents

Retirement

Your career demands precision, focus, and relentless dedication. Your financial plan should reflect the same. Crafted specifically for doctors, our approach integrates the complexities of your professional life with a streamlined financial strategy that prioritizes your goals.

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Wealth Planning

Manage your wealth.

Risk Management

Protect your wealth.

Investment Management

Grow your wealth.

Estate Planning

Preserve your wealth.