Helping physicians address their unique needs

As a healthcare professional, you’re accustomed to serving the needs of others. Well, now it’s your turn to be served. By the team whose vision is to set the standard for highly-attentive personal and professional service across North America.

We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of new tax legislation; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

We help by creating a wealth management plan that is designed to address every important aspect of your practice and personal life, including everything from funding your children’s post-secondary education to having an estate plan. By collaborating with your tax and legal advisors, we can coordinate asset-protection trusts, secure umbrella insurance coverage, and help you find solutions for dealing with rising practice expenses.

You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.

Services include:

• Risk Management and Insurance
• Cash Flow Analysis
• Debt Management Strategies
• Investment Advice and Education
• Tax Considerations
• Practice Management and Business Planning
• Accelerated Retirement Planning
• Estate, Legacy and Strategic Charitable Planning

Want to learn more? Just reach out.