HEALTHCARE PROFESSIONALS
Our team of advisors and planners specialize in providing financial services for healthcare professionals across Canada. We understand your financial needs and are here to provide you with the support at every stage of your practice up to retirement and beyond.
DISABILITY & CRITICAL ILLNESS INSURANCE
Disability and critical illness insurance can help protect you and your family from the financial impact of an unexpected illness or injury. This coverage helps to ensure your lifestyle will not be compromised.
LIFE INSURANCE
Life Insurance can be used in traditional and innovative ways to help protect your estate or family or as a more advanced tax-sheltering strategy.
INVESTMENT / WEALTH MANAGEMENT
Whether you are investing for the first time or a seasoned investor, investing can be intimidating and, at times, overwhelming. A sound-based investment plan can help reduce these stresses and increase your savings over time.
LEGAL / INCORPORATION SERVICES
Incorporation can be a very useful strategy for minimizing taxes. As a healthcare professional, you have the opportunity to set up a corporation and take advantage of its benefits.
TAX AND ESTATE PLANNING
Managing your taxes and estate can be a very complex issue. Learn more about how our team can help you carry your legacy forward while minimizing taxes.
OUR SERVICES
We offer an array of financial services. From wealth management and investment strategies to insurance planning and tax optimization, our dedicated team is committed to guiding you toward financial success and security.
FINANCIAL PLANNING
Securing your financial freedom must touch on all aspects of your finances. A sound financial plan covers cash flow management, debt management, financial risk management, investment and retirement planning, tax and estate planning as well as business and personal succession planning.
