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Discover practical insights on financial planning, investment management, and wealth preservation. Stay informed and make confident financial decisions with our expert guidance.

Financial planning insights and guidance

Financial Planning Strategies for Incorporated Physicians

Managing finances as an incorporated physician requires an integrated approach, considering both tax efficiency and investment growth....

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Lease or Buy: Strategic Asset Acquisition for Small Businesses

For small business owners, deciding whether to lease or buy assets such as property, vehicles, machinery, or licenses is a critical decision with long-term implications....

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Individual Pension Plans for Incorporated Physicians

Individual Pension Plans (IPPs) are can offer unique retirement savings and tax advantages for Canadian physicians....

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Factors to Consider when Starting or Buying a Dental Practice

Starting a practice from scratch or buying an existing one is a significant investment, and several important factors must be considered before embarking upon the endeavour....

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Top Wealth Tips for Dentists

We know that as a dentist, your time is often divided between running and growing your dental practice while balancing your personal life and finances....

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Spring 2023 Market Newsletter

The month of March has seen a lot happen with the collapse of multiple banks on both side of the Atlantic and bailout measures which were not able to calm the upheaval. Additionally, we saw rate hikes by both the ECB and the Federal Reserve of 50 bps...

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2023 Federal Budget

At the end of March, the government announced the Fiscal Year 2023 budget. The 2023 budget provides targeted inflation relief for low- and middle-income Canadians, strengthens public health and dental care and provide tax credits for clean energy....

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Silicon Valley Bank and the Regional Bank Crisis

In the last week, Silicon Valley Bank (SVB) has gone from being a small regional bank in northern California to the epicentre of a liquidity crisis that has been thrust into the forefront of macroeconomic issues....

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Maximizing Your Dental Professional Corporation

As a dentist, from being both a healthcare professional and business owner, there are many different special considerations to incorporate into your wealth plan....

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Winter 2023 Market Newsletter

2022 was volatile and difficult to navigate with seemingly very few places to hide in both equity and bonds....

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