Business Details
Trusted Financial Advisers for Medical Professionals in Canada
As seasoned financial advisors specializing in medical and dental professionals, we have dedicated our practice to creating comprehensive financial strategies tailored to the unique needs of healthcare practitioners across Canada. With decades of combined experience, our team provides personalized guidance through a structured five-step process, ensuring clients receive actionable plans that integrate all aspects of their financial lives. Our approach emphasizes ongoing collaboration, proactive management, and continuous refinement to help professionals navigate incorporation, retirement planning, and wealth management.We maintain strong relationships with legal, accounting, and insurance experts to deliver holistic solutions, while our fee-based model prioritizes transparency and client-centric outcomes. Our track record of high client retention reflects our commitment to long-term partnerships built on trust, expertise, and measurable results.
Services
Financial Planning
Incorporation Consulting
Bookkeeping Services
Corporate Structuring
Retirement Planning
Highlights and features
- 40+ years of specialized experience with healthcare professionals
- Comprehensive five-step financial planning process
- Team of certified advisors with industry-specific expertise
- 99% client retention rate through personalized service
- Integrated approach coordinating legal, accounting, and insurance professionals
What people say
Invaluable advice
Trustworthy and accessible
Education-focused guidance
Proactive financial management
Expert incorporation support
Services
Financial Planning
Our comprehensive financial planning service creates customized strategies integrating tax optimization, investment management, and estate planning. We develop detailed 40-50 page plans with implementation schedules, focusing on long-term wealth preservation for medical professionals. The $5,000 fee includes two-hour initial consultations and ongoing adjustments through monthly check-ins.
Incorporation Consulting
Specialized guidance for healthcare professionals considering incorporation. We analyze tax benefits, liability protection, and regulatory requirements through interactive quizzes and personalized consultations. Our team coordinates with legal experts to implement optimal corporate structures while ensuring compliance with profession-specific regulations across Canadian provinces.
Bookkeeping Services
Ongoing bookkeeping solutions for professional corporations include payroll processing, financial statement preparation, and year-end coordination with accountants. Our fee-based service handles corporate reconciliation to reduce year-end costs, with GST applied to all transactions. We maintain accurate financial records to support informed business decisions.
Corporate Structuring
Expert advice on optimizing corporate frameworks for medical practices. We evaluate share structures, holding company requirements, and regulatory compliance to maximize financial efficiency. Our team communicates directly with legal counsel to implement structures that align with evolving professional corporation regulations across Canada.
Retirement Planning
Long-term retirement strategies tailored to healthcare professionals' unique needs. We develop phased retirement plans integrating practice succession, investment management, and estate planning. Our approach ensures financial security while maintaining professional obligations through structured implementation schedules and regular progress reviews.
People
Tim Paziuk
Senior Financial Advisor
Certified Financial Planner with 25+ years of experience guiding medical professionals through complex financial decisions. Author of industry reference materials and course contributor at Dalhousie University's Faculty of Dentistry.
Adam Neal
Certified Advisor
Specializes in incorporation strategies and corporate structuring for healthcare professionals. Combines CFP and Certified Estate Advisor credentials to deliver comprehensive wealth management solutions tailored to medical practitioners.
Eric Albertini
Financial Planning Expert
Focuses on retirement planning and investment management for established medical professionals. Leverages extensive experience in long-term financial strategy development to help clients achieve practice succession goals.
Adam Crichton
Corporate Finance Specialist
Provides specialized guidance on professional corporation regulations and tax optimization strategies. Works closely with legal teams to implement compliant corporate structures for medical practices nationwide.
Emily Newman
Client Relations Director
Coordinates multidisciplinary teams to deliver integrated financial solutions. Ensures seamless communication between clients, legal advisors, and accounting professionals throughout the financial planning process.
Questions
What financial services do you offer for new dental graduates?
We provide incorporation guidance, debt management strategies, and practice purchase assistance for new dental graduates. Our services include business valuation reviews and bank negotiation support during practice acquisitions.
How do you help medical professionals with retirement planning?
We develop phased retirement strategies integrating practice succession, investment management, and estate planning. Our approach includes will preparation, power of attorney documents, and education funding plans for clients' children.
What makes your financial planning process unique?
Our five-step process combines detailed financial analysis with ongoing implementation support. Each plan includes 40-50 pages of projections, a 12-month implementation schedule, and monthly follow-ups to ensure plan execution.
Do you work with established medical practices?
Yes, we assist established professionals with corporate restructuring, tax optimization, and wealth preservation strategies. Our team has experience managing complex financial scenarios for long-standing medical practices across Canada.
How are your financial planning fees structured?
Our initial financial plan costs $5,000, which is often tax-deductible. We offer fee waivers for new graduates and maintain a transparent pricing model with no hidden costs or commissions.
What bookkeeping services do you provide for professional corporations?
We offer ongoing reconciliation services, payroll processing, and financial statement preparation. Our bookkeeping team coordinates with accountants to ensure regulatory compliance and reduce year-end financial surprises.
