Hey, I’m Adrian, your new partner in financial planning.
I help doctors understand their financial options so they can decide with their heads and hearts.
I’ve been a Certified Financial Planner for over 30 years, and working with doctors for the last 20 years. I’ve seen a lot of what works—and what doesn’t—with doctors.
You’ve worked hard for your money. You invested thousands in med school, ate a ton of cheap noodles, and spent years studying. Or you've practiced for years and you want to leverage the income you've worked so hard for.Now it’s time to enjoy the fruits of your labour.
Author
Speaker
father & husband
finance nerd
Your simple prescription for financial well-being
Your life and business are filled with many moving parts as a doctor. You need your finances to be simpler, not more complicated.
I’M IN YOUR CORNER →
Your straightforward plan for a retirement that fits your life
Announcing my new book, Retire-ish. A simple, flexible approach to planning what comes next—whether you’re ready to retire or just thinking ahead.
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i'm here because
You learned all sorts of amazing and difficult things in medical school.
But how to balance your debt repayment, taxes, and grow your wealth securely while living a good lifestyle probably wasn't one of them.
I’ve worked with hundreds of doctors over the years, and I can’t tell you how many times I’ve been asked questions like:
- How fast should I repay my debt?
- Does incorporating even make sense for me?
- When can we start planning for a family?
- How can I avoid being oversold insurance?
- How can I balance my work and life without burning out?
There’s rarely a right or wrong answer to most financial questions. But there’s almost always a head or heart decision about how you want to manage your money. I help you understand both sides of the equation so we can chart the best course towards achieving your goals.
“OK Adrian, but why should I work with you?”
I get it—inviting someone into your financial life can feel complicated, especially if you've received bad advice in the past.
Here are some reasons why I believe I’m best equipped to support you.
I only work with doctors
I’ve seen a lot of what works well for doctors while also knowing when to say “don’t step there.”
I build relationships for the long term
I believe in building true partnerships. That’s why I’ve been working with most of my clients for 5, 10, 15+ years.
I keep a small client base
I intentionally work with 100 or fewer households. This means I can deliver on my commitment to genuine, dedicated service.
I’m fully independent
I create financial plans based on what works best for you, not a bank or insurance company’s sales targets.
Work with me
Whether you’re fresh out of med school or dreaming about retirement, I’m here to help you make choices that best fit your unique situation and goals.
Learn more
"Adrian was invaluable when we started independent practice!"
Dr. Andrew Dodd
Orthopedic Surgeon
Read my book
Ditch the old rules and step onto a path that’s fresh and innovative. I’m in your corner with a sense of humour that makes learning financial stuff way more fun!
explore now
Hear me speak
I’ve spoken to thousands of advisors in Canada and the U.S. about how to truly listen, understand, and engage with their clients. I’d love to speak at your next event.
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"I was referred to Adrian almost 15 years ago now. Through the years my family’s finances and priorities have changed dramatically."
Adrian and his team have been there every step of the way. They are great listeners and made custom plans for my family that addressed all our questions and concerns. They asked great questions and were very thorough. No cookie-cutter solutions here.
Dr. Archie Tang
Dentist | Client since 2009
"Having worked with Adrian for 10 years now, I appreciate how lucky we were to have been referred to him early on in our financial planning."
Adrian has continually been the solid backbone to ALL aspects of our financial organization, not just investments. He has a genuine interest and relationship with his clients which has fostered the trust that is vital to optimized, client-focused financial planning.
Dr. Nicki Paterson
Infertility Specialist | Client since 2013
"Adrian is a financial planning wizard."
He is successful for many reasons, foremost because he has the experience and honed skills to make an effective plan for anyone of any age. He is able to chart a path to secure and trustworthy financial management, while building in specific client needs. In my experience, his financial skill is even exceeded by his friendly and understanding personality. Highly recommended (I don't write reviews for just anyone)!
Dr. Lucas Gursky
Addictions Specialist | Client since 2014
Uncomplicating your finances, one step at a time
Planning isn’t one-size-fits-all. My process is designed to meet you where you’re at.
01. understand
During our third meeting, I ensure you understand your plan and how to implement the strategies we’ve discussed.
02. values and goals
Your goals and values are our North Star as we co-create your custom financial plan during our second meeting.
03. plan solutions
During our first meeting, I’ll ask thought-provoking questions to understand the full picture of your financial life.
04. REVIEW & ACHIEVE
My team and I regularly check in to ensure you’re on track so that achieving your goals is a matter of when, not if.
Join my community of doctors!
Receive your free & instant download of The 5 Rules Of Financial Success For Canadian Doctors
(And you'll also receive my free newsletter 2x a month. Absolutely no spam.)
FREE download ↓
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