We recognize that, as medical professionals, you’ve dedicated your lives to helping others. Let us help you simplify your financial affairs so you can focus your energy on your demanding professional life while maintaining your busy personal life.

We help a wide range of medical professionals across different disciplines and stages of career grow protect their hard-earned wealth by focusing on tax, portfolio, financial and estate planning.

What We Offer:

  • We can help you navigate the start of your practice while considering both the taxable implications and your long term goals
  • We offer tax and legal structure advise on the benefits of incorporation or partnership agreements
  • We help you make the most of your peak earning years by planning for this unique earning cycle
  • We prepare you for retirement through business succession, tax and estate planning

Wealth planning for health-care professionals

early years

The early years

 

This article addresses the relevant issues you may face when first starting out in the medical or dental field.

Read More
starting on your own

Starting out on your own

 

This article addresses some of the issues you may face when you have practiced as an associate for a few years, observed different practice options and are ready to own your own medical or dental practice.

Read More
peak earning years

The peak earning years

 

This article addresses some of the issues you may face when you are in your prime earning years and you are well positioned to strategize on how you will use the excess funds earned in your practice.

Read More
preparing for retirement

Preparing for retirement

 

This article discusses the relevant issues you face when you are in the pre-retirement phase of your career.

Read More