Dental & Healthcare

We specialize in providing value added financial advice to dental and healthcare professionals including dentists, physicians and specialists, including domestic and internationally trained.

We have hosted and have presented as keynote speakers at universities in Canada, Ireland and Australia. We cover topics such as investing, wealth management, tax, insurance [1], recruitment, practice ownership and incorporation to name a few. Speak to us today to:

  • phone icon Setup your insurance the right way.
  • phone icon Create your financial plan and cashflow analysis to best repay student/clinic loan debt and accumulate wealth.
  • phone icon Discuss the most effective way to achieve your financial goals.
Example Model
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Savings 2,653 5,328 8,014 10,711 13,419 16,139 18,870 21,613 24,367 27,132
Personal Bank 5,000 5,004 5,008 5,013 5,017 5,021 5,025 5,029 5,033 5,038
TFSA 5,000 5,021 5,042 5,063 5,084 5,105 5,126 5,148 5,169 5,191
Networth 7,653 10,353 13,064 15,786 18,520 21,265 24,022 26,790 29,569 32,360

An end-to-end insurance and wealth management team, here for you, with a commitment for helping you leave a lasting impact on your family and business.

Learn More