Trusted Advisors
& Specialists
Specialized physicians have unique needs, and our goal is to provide you with a wealth of best practices and resources to apply to your benefit.
We provide a second opinion and connection point that helps you evaluate where you are doing well, and where you have gaps. Our trusted, quality counsel and integrated planning team can create a long-term financial plan on your behalf.
Our Purpose
Our founding members have a common purpose and set of values and beliefs.
- Specialist physicians require specialized financial support. Currently, most people don’t have a plan where advice is integrated and all topics are not adequately addressed within our best practice guidelines.
- We are only successful due to our strong client relationships and through putting your interests ahead of our own
- We are better together, sharing best practices, keeping current on all industry / tax / economic changes across Canada, and evolving our value proposition for your benefit with continual feedback
Financial Knowledge is Critical
Financial knowledge, specific to your group, is critical and you have a distinct shortage of time to conduct your own research in the areas of wealth management, tax management, and insurance planning, among other areas. This is why we came together to create a centralized source for resources key to your financial future.
Please review the News and Resources areas of this site; we are sure you will find great benefit to the point of encouraging your colleagues and friends to join!
Strategic Financial Advice For Medical Professionals
We can help you take your planning to the next level. We are focused on building strong client relationships and partnering with specialist physicians who are searching for a long-term financial partnership.