Finding the Time


Acknowledging the emotional, mental, and physical exhaustion which accompanies the medical professions, it's no wonder the additional stress of financial management can seem overwhelming. For the veterinarian, working late hours to console a grieving client after a euthanasia, the dentist or surgeon with the stiff shoulders from performing surgeries all day, exhausted from the physical and mental demand of their work, to the doctor who is swamped with a waitlist of patients; Our goal is to provide you with peace of mind surrounding your wealth.

Helping you determine what questions are most important to you, such as:

  • When, how, and should I incorporate?
  • Should I start my own practice?
  • Employee vs Independent Contractor, which is right for me?
  • Retirement? What do I need to know?

These questions are all important at different stages of a medical professional’s journey. Our team can help you navigate these situations to help you succeed in your unique situation.

If you're curious as to how we can help, feel free to give us a call at 1-519-271-2257 or email us.

Expert resources to meet the Wealth Management needs of medical professionals

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