Medical Professionals

Whether you are a veterinarian, chiropractor, dentist, general practitioner or a specialist in your field, you may be faced with incorporation decisions, how to protect your ability to make an income, charitable donations and how to invest wisely. We help our clients navigate from starting their corporation, through the growth stage, using the corporation for retirement income, and finally, estate planning to create a lasting legacy.

What we provide:

Exclusive Events and Opportunities for Upcoming Graduates!

Are you in your 3rd or 4th year of Vet Med? 

Join us at our booth at the WCVM VIP days to learn more about how we work personally and professionally with veterinarians. Find out more about our specialized disability income replacement policies and our unique savings plans fit for new grads.

Are you a recent medical professional graduate?

Your education has trained you to become an expert and professional of your chosen medical field.

Just as you have your clients and patients putting their trust in you to make the best medical decisions for them, our clients put their trust in us to guide them down their financial path.

Click here to access the 10 Financial Tips To Do Today.