A phased approach to financial planning
Our group specializes in financial services for doctors, from portfolio management to comprehensive planning. We are fully aware that greater financial resources means a more complex financial situation.
To help you coordinate your holdings and make the most of the unique opportunities available to you, we are pleased to offer you integrated and customized financial planning services. Your personalized financial plan will include recommendations based on your particular situation. It will offer strategies to maximize your cash flow, reduce taxes, maintain your lifestyle in retirement, protect your financial security, transfer wealth to the next generation in a tax-efficient manner and make the most of your philanthropic legacy.
Investment philosophy
We have developed a unique investment philosophy that better meets doctors’ goals.
We believe it is crucial that your portfolio
- creates a recurring and growing source of revenue
- allows you to maintain your purchasing power at retirement
- minimizes volatility and risk
- is designed to minimize tax implications, and
- gives you peace of mind regardless of market conditions.
Medical professional incorporation
We have advanced expertise in incorporation. We provide doctors with advice to determine whether incorporation is their best strategy and offer consultations with tax experts. We also develop post-incorporation strategies and a specific action plan for our clients.
A team of seasoned specialists
We have put together a network of specialists who can provide additional high-quality services. Our network of experts includes the following:
- Tax advisors
- Specialized accountants
- Private bankers
- Notaries
- Insurance advisors • Mortgage specialists
- Medical billing specialists
- Medical equipment financing specialists
We firmly believe in the value of surrounding oneself with qualified people. In doing so, we are able to establish a personal, unbiased financial plan that meets your medium- and long-term financial needs.
