Physicians and Medical Professionals

You have worked hard to care for others. We will work hard for you.

Why choose us?


We understand the unique challenges and opportunities you face across all stages of your career – from medical student to retirement.


We have the agility and flexibility to provide you with a more personal alternative to conventional banks and wealth management firms.


We look at your whole financial picture when designing your wealth management plan so you can be confident in your financial future.

We’ve built a strong reputation supporting physicians and their families achieve financial success.

How we can help


Gain financial security by protecting your assets against liabilities and other risks.


Access quality investment solutions to preserve and grow your wealth.


Integrate tax-efficient options to minimize taxes and maximize wealth.


Develop a plan to manage your education costs – setting you up for financial success.


Guidance to help you navigate the intricacies of incorporating your practice.

We can help guide you to financial independence.

Meeting your unique needs

We can help you at every stage of your career.

Resident or newly practicing physician

You have exceptional needs and circumstances as a medical resident or newly practicing physician.

We can help arm you with the tools to manage:

  • What to expect in cash flow and taxes
  • How to balance debt reduction with investments
  • What disability and life insurance options are appropriate
  • What incorporation means and when to consider it
  • How to find great professionals who can work collaboratively in your best interest

80% +

Canadian physicians are incorporated

We can help you determine if/when this is the right move for you and guide you through the process.

i) Canadian Medical Association Small Business Perspectives of Physician Medical Practices in Canada, 2015 

Plan for your success

The must-have handbook for MDs

Looking for financial insights designed with you in mind?

Start planning

Want to know if you’re on track to meet your financial goals? Our 5 Year Wealth Plan can help.


Explore financial topics that matter to you.


Join a free online session for residents and physicians on achieving financial success.

Engage Your Visitors!

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Practicing physician

You are busy balancing your career, family, and finances.

We can help you get ahead by:

  • Balancing ongoing debt reduction with investments
  • Finding out if you are saving enough for your children’s education
  • Developing a retirement plan so you can retire with confidence
  • Helping you determine if a big purchase will derail your retirement plans
  • Protecting your family’s future by increasing disability coverage or considering permanent life insurance
  • Ensuring your professionals work collaboratively for your best interests 

Plan for your success

Start planning

Want to know if you’re on track to meet your financial goals? Our 5 Year Wealth Plan can help.

Retirement ready

Create a retirement plan that works for you with Retirement VIEW. Explore your options today!


Explore financial topics that matter to you.

Retire with confidence

It’s essential that you start planning today so you can enjoy the retirement lifestyle you envision without worrying about running out of money.

Our comprehensive planning approach can help you understand:

  • How to convert your Medicine Professional Corporation to an investment holding company
  • Whether to delay taking government pensions such as CPP (Canada Pension Plan) and OAS (Old Age Security)
  • What strategy is best to minimize taxes in retirement
  • When to take funds out of registered accounts or corporate investments
  • How much you can afford to spend in retirement without risking the longevity of your retirement plan
  • How to balance estate taxes against taxes in retirement

Plan for your success

Saving for retirement

Are you starting to plan ahead for retirement? Explore how our 5 Year Wealth Plan can help.

Retirement ready

Explore your options to create a retirement plan that works for you. Our Retirement VIEW planning process will help you understand if you will be okay.


Resources created specifically to meet the financial matters relevant to medical professionals

Let’s start planning your ideal financial future.