Wealth Planning for Healthcare Professionals In Vancouver, Burnaby, New Westminster, Coquitlam, Tri Cities, Surrey, Delta, Langley, Abbotsford, Chilliwack.

Dentists

As a dentist, your life journey is unique in its own way. You progress through dental school, graduate and start as an associate, become a practice owner, and eventually retire. Your career path leads to a unique financial journey, different from the average professional or executive. Here's how we can help you achieve your financial goals.

Medical Doctors

As a medical doctor, you have a long career journey and a late start to your earning potential. You provide services through your own private, owner operated small business or to public health agencies, hospitals, the military and other establishments such as universities, clinics or long-term care facilities. Here’s how we can help.

Veterinarians

As a veterinary practice owner, specializing in companion animals, emergency/specialty medicine, equine, bovine, swine, dairy, or mixed animal practice, your key focus is in providing excellent service and care to your patients and to run a profitable practice. Here is how our experienced team of professionals can help you achieve your financial goals.

Other Healthcare Practitioners

If you are a pharmacist, optometrist, chiropractor, physiotherapist, or a professional working in the healthcare industry, you may have an opportunity to start your own practice or work as an associate. We work with all healthcare professionals to provide comprehensive wealth planning. Here is how we can help you.

Our services include:

Financial planning to help you clarify your goals and timelines and outline step-by-step strategies to achieving them
Investment management, taking into account your goals, life stage, and risk tolerance
Tax planning, through structuring of your personal and business finances to minimize tax, and increase your income and wealth
Estate planning to ensure that your legacy and your family is protected
Charitable giving, through a personal foundation that donates to the causes that matter to you
Corporate cash flow management to help you manage your business cash flow by reducing borrowing costs and taxes, and maximizing savings
Advice seminars and world class research on the global and local economy and how it impacts you and your business

In addition, we bring in our RBC Partners such as RBC Personal & Commercial Banking, Group Advantage, Mortgage Specialists, etc. to create a one-stop solution to add value and to save you time and money.

Client Testimonials

"I was introduced to Rup a few years ago by our Healthcare Commercial Banker at RBC. I am very happy he took this initiative to introduce us. Since our first meeting, Rup has been very engaged. He has completed thorough reviews of our financial information and made recommendations that are personalized and relevant to our needs and values. He has also taken the initiative to have other professionals involved to expand the scope of our financial and tax planning.

His response time to questions is always very prompt, which is appreciated. Of course he is also very personable and a pleasure to interact with on a professional and personal level. I would highly recommend Rup and my family looks forward to working with him for the coming years!"

- Dr. R. Walker Family

"Rup Singh has been an excellent advisor. He has shown incredible insight and ability to manage my assets, and has offered me invaluable advice time and time again. I have 100% confidence in my decision to work with him and his team.

Rup takes the time to truly get to know his clients and understand their situation, to create a customized experience. Do yourself a favour and reach out to him today."

- Dr. Mangat Family

"Rup’s collaborative and engaging approach has given us the financial confidence we desperately needed. His team and him developed financial goals for us after listening to what we wanted for our future, both lifestyle and family.

The constant communication and quick responses to any questions we may have, along with his knowledge of the financial industry, have provided us with the financial reassurance that we were seeking."

- Ali Family

Awards & Testimonials

Healthcare Professionals