Wealth Management

Providing you with safe and consistent rates of return

Creating Wealth. TogetherWe believe that wealth creation and wealth protection go hand in hand

You work extremely hard to build your practice and create a lifestyle for you and your family. Our simple wealth management solution leads the marketplace with the lowest fees and 30 years of outperformance. Our clients understand what they own, know what they pay for it and profit from the performance of their long term investment partner.

A Great CareerAn even better life!

We offer the following Wealth Management Solutions:

  • Retirement Savings Plan (RSP)
  • Registered Education Savings Plan (RESP)
  • Tax Free Savings Account (TFSA)
  • Low fee discretionary management
  • Creditor proof investments
  • Individual Pension Plan (IPP)
  • Registered Retirement Income Fund (RRIF)
  • Alternative Investments
  • Real estate
  • Exit and Succession Planning
  • Sale of Practice advice
  • Tax Advantage Investing

Connect TodayFree, no obligation consultation

We’ve helped jump start the careers of thousands of dentists from all across Canada. Working closely with you as a trusted Advisor, we’ll get you quickly on the road to financial success.