Boutique Financial Planning for Physicians
ENSURING WEALTH FOR GENERATIONS
We’re a client-first advisory serving physicians and business owners across Canada. Your goals are unique – our plans are, too. With a decade of experience and a rigorous planning process, we help protect today and build tomorrow.
Let's Go On A Journey To Build Your Wealth
Our goal is to create stability and prosperity in the lives of our clients and colleagues; To foster an inclusive environment full of opportunities and serve local communities and beyond.
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OUR CORE SERVICES
Risk Management
Protect income, family, and business with the right coverage – life, health, disability, critical illness, and travel – tailored to your stage of practice.
Wealth Management
Tax-efficient portfolios for accumulation and drawdown: RRSP, TFSA, RRIF, and non-registered strategies for physicians and incorporated professionals.
Financial Planning
Plan across cash flow, risk, tax, and investments, integrated with your corporation and legal counsel, reviewed proactively as your practice evolves.
Hard-Working Professionalism
We prepare thoroughly: deep discovery, written recommendations with clear rationale, and a documented game plan coordinated with your accountant and lawyer. Every decision is benchmarked to your goals, constraints, and compliance needs.
Creative & Insight-Driven
For incorporated physicians and business owners, we design advanced strategies – IPPs/PPPs, holdcos, corporate-class solutions, surplus extraction, and estate liquidity – integrated with insurance and portfolios to reduce lifetime tax and risk.
Client-First, Always
Our advice is product-agnostic and aligned to outcomes that matter to you. We show transparent costs and plain-language comparisons, with your consent at every stepso you understand trade-offs before we place a dollar or sign a form.
Trusted, Responsive Care
You speak to a real advisor who knows your file, not a queue. We respond quickly, review proactively after life events, and handle claims and paperwork – so the right actions happen on time and nothing slips through the cracks.
This Is What We Do
This Is What They Say
Manny M.
Mahendra Naik
