Taking care of you, while you take care of others.

As a physician, we understand the demands on your time. It’s likely that you already have someone taking care of your finances. Have you considered if they doing so in a way that reflects your success and unique needs or are they creating standardized plans that are also viable for the other 99%? We’ve found that chasing returns is typically the focus of financial management firms that represent average investors. We understand that medical professionals have more complex needs that require a holistic approach to financial management that includes top line returns, but more importantly, bottom line wealth retention and creation.  We pride ourselves on creating plans that are custom-made for physicians that take into consideration their specialty, unique experience and life goals.

We are industry leaders in creating personalized financial plans that work within the framework of current legislation on income-splitting, taxation and projected market changes. Furthermore, our plans are constantly under review by our entire team, which includes: CFPs (Certified Financial Planners) and CFAs (Chartered Financial Analysts).