Medical Professionals  

We help smart, ambitious medical professionals find, keep and grow their money.                   

Virtually, Anywhere in Canada                    

From medical school to practicing physician - we support our medical professionals every step of the way. When you get married, buy a house, have children - we have you covered.

How We Help

Debt Management


Whether it takes 3 or 7 years - we've implemented many strategies to become debt-free. We help you manage your debt and make smart decisions as you plan to purchase property, get married, and start a family.

Future Savings


Every person's situation is unique and there are multiple ways you can accomplish your goals. We provide customized strategies and work with you to determine the best route to save for the future. 

Business Incorporation 


Many doctors open their own business - fortunately, we've been operating our own small business for over 15 years. We help you get incorporated and share all our knowledge in reducing taxes, paying for staff, renting equipment, etc.

 Amelia Earhart

Wendy has helped me plan my finances since residence. In the next month, I will official begin my family practice - in which Wendy helped me incorporate my business, set up payroll, provide benefits and run my practice. I don't know where I would be without her.

We're not your typical financial planners...

We consider many factors...


Debt Reduction

How much debt do you have? What is your stress level in regard to debt?

Buying Property

Do you want to purchase a house? What city will you live in?

Running a Business

Do you need to hire staff? Rent equipment? 

Life Experiences

What type of lifestyle do you want to live? What do you want to experience?

Wedding

Are you planning a wedding soon? What size do you want the wedding to be?

Travelling

Do you enjoy travelling? How often do you want to travel?

Kids Activities

Do you have kids? What activities would you like them to engage in?

Home Maintenance

Do you own a house? Are you planning to renovate your home?

Retirement Savings

Have you planned for the future? Do you know your options to save and invest?



ONE NUMBER SOLUTION™

Our Secret to Financial Freedom

We know as professionals, life can get pretty busy, that's why we created a unique tool that gives you a single number to focus on to achieve your goals. This one number is your ticket on the express elevator to creating your wealthy life. The good news - you'll spend less time and energy thinking about your money while accumulating growth.



We create many tools to help our clients invest in their finances and tackle the issues they want to address. Download our free Money Conversation Guide for Couples today.



Money Conversation Guide For Couples

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