Medical Professionals

Whether you are a general practitioner, chiropractor, dentist, veterinarian or a specialist in your field, you may be faced with incorporation decisions, how to protect your ability to make an income, charitable donations and how to invest wisely. We help our clients navigate from starting their corporation, through the growth stage, using the corporation for retirement income, and finally, estate planning to create a lasting legacy.

What we provide:

  • Financial planning for your personal and corporate plans
  • Corporate investment solutions
  • Corporate insurance solutions
  • Disability insurance
  • Health Spending Accounts
  • Business overhead insurance
  • Tax planning and minimization
  • Estate and succession planning