You Take Care of Others. Let Us Take Care of Everything Else.

It's 10:30 p.m. The clinic notes are finally done. Your family's asleep. And you're staring at your account statement, wondering if you're actually on track.

You didn't go into medicine to manage corporate cash flow, insurance optimization, and long-term investment strategy. But if you're incorporated, you're effectively running a financial business, with no COO.

As a physician, your time is limited and your financial life is complex. You're managing a demanding practice, supporting a family, and trying to make smart decisions in a system that doesn’t always make that easy.

We help you bring clarity and structure to your finances, so you can focus on what matters most. From incorporation and tax planning to investment management and insurance strategy, we offer guidance tailored to your career, your goals, and your time constraints.

Your Corporation Is a Tool. We Help You Use It Properly.

Most incorporated doctors leave money on the table, not because they lack discipline, but because they don't have a system. That's what we build with you.

Tax-Aware Portfolio Management

We grow your wealth inside your MPC and personally, with strategic cash flow and after-tax efficiency in mind.

Income Planning & Withdrawals

Salary or dividends? How much? From where? We walk you through each decision, and help take care of the execution.

Insurance That's Actually Structured Well

Not one-size-fits-all. You'll get risk coverage tailored to your income, family, and long-term goals.

Coordination With Your Advisory Team

We work with your accountant, lawyer, and practice manager so your strategy doesn't operate in silos.

Estate & Legacy Planning

We'll help you use your corporation to support long-term giving, keep family cottages in the family, and build your legacy with intention.

Built to Run Without You

Your patients rely on you to bring calm to complexity. That's what we do for your financial life.

We make sure your RRSP, TFSA, and RESP contributions are handled. Your tax documents get sent automatically to your accountant. Your strategy evolves when your life or legislation changes, not a year later.

You stay informed without being overwhelmed. You make the final call without chasing every moving part.

A Long-Term Partner. Not a Pitch

We're not here to sell you a universal life policy. We're here to build a plan with you, one that's tax-efficient, low-friction, and aligned with the life you've built.

This is financial care designed for people who spend their time caring for others.

Let's Make the Most of What You've Built

We help physicians turn their corporations into long-term wealth engines — while simplifying everything around them.

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