Your work saves lives and changes families. Your money should support yours.
We start with your story—how you built your practice, who depends on you, and what a good life looks like at home. Then we shape financial planning for doctors around your life and goals.
Whether you’re in residency, building a group practice, or planning your exit, we help turn questions into a calm, step-by-step plan.
How we help—today and over time
We help you see the whole picture: what comes in, what goes out, and what’s at risk. That includes looking at professional liability, making sure coverage limits make sense, and using the right ownership and beneficiary choices so personal assets are better protected.
Practice, family, and the future
For many clients in British Columbia, life centres on three things: running the practice, caring for family, and preparing for what’s next. We connect those pieces. That can mean using a corporation wisely, building retained earnings, and setting up investment accounts that fit your risk and timeline.
It also means planning major milestones—your first home, education funding, buying into or out of a clinic, and retirement—so each step supports the one after it.
Integrated, professional coordination
Details matter. We coordinate with your accountant and lawyer to implement the plan correctly—from corporate structure reviews to estate documents—so strategies are not only smart on paper but set up the right way.
How we help physicians
- Make corporate income work harder: set up and maintain holding companies, build retained earnings, and—where it fits—delay tax so more stays invested.
- Protect family and manage risk: use corporate-owned insurance for income protection, tax efficiency, and future estate/liquidity needs.
- Build wealth with purpose: invest inside your corporation or a separate investment company with a clear policy, so savings compound.
- Map what’s next: plan succession and retirement timelines.
- Execute cleanly: coordinate with your accountant and lawyer so structures, filings, and sale documents line up.
- Preserve what matters: review wills, powers of attorney (POAs), trusts, and shareholder agreements so choices are clear for the people you love.