When it comes to helping people, this isn’t your first rodeo
You find solutions for your patients every single day. Do your finances inspire the same confidence?
While your world no longer revolves around student loans and instant noodles, there’s still so much to know about managing your money.
I’ll share what I’ve learned after 20 years of working with doctors as a Canadian Certified Financial Planner. Whether you dread paying high taxes, or you hate paying huge fees for underperforming investments, I’ll help you better understand your options so you can make informed decisions that best balance your goals and values.
That's where I come in.
Like how to securely grow the income sitting in your Prof Corp.
Or how to avoid giving huge chunks of said income to the CRA.
Or making sure you’re not overinsured or underinsured.
Or how to fund your next family trip.
If these sound familiar, you’re not alone in feeling confused about what to do with your money.
CLIENT STRAIGHT TALK
"Adrian’s ability to look at the ‘big picture’ and tailor-make a customized tax planning and insurance strategy for me has provided me with peace of mind for the future."
He is always a quick phone call away when I have any questions and always makes an effort to check in!
Dr. Clark Tardiff
Finally, your remaining income and savings are now free to be directed towards achieving your goals, whether saving for retirement or becoming financially independent as quickly as possible!
04. SAVE IT
Once we’ve established how you want to approach your debt and work-life balance, determining the right amount and type of insurance ensures you stay on track.
03. PROTECT IT
Build your dream lifestyle. Together we create a plan to achieve your optimal work-life balance, empowering you to work as much as you’d like or as little as you need.
02. SPEND IT
Not sure which approach to take towards tackling your debt? Together we develop a strategy based on what’s most important to you: freeing up cash flow, saving interest, or saving taxes.
01. PAY IT DOWN
There are only 4 places you can allocate your income and savings: you can pay it down, spend it, protect it, or save it. How you choose to allocate amongst these options will depend on your unique needs and goals.
How we craft your plan in 4 simple steps
…I’ve got you covered.
IF YOu'RE READY TO:
KEEP MORE MONEY IN YOUR POCKET (AND AWAY FROM THE CRA)
LIVE A GREAT LIFESTYLE WITHOUT BURNING OUT
PROPERLY PROTECT WHAT YOU’VE WORKED SO HARD TO BUILD
PLAN FOR YOUR FAMILY’S FUTURE WITHOUT SACRIFICING THE PRESENT
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!
Become savvier about finances with bite-sized, no-fluff information grounded in my 20 years of expertise. Cup of coffee not included.
GET TO KNOW MY APPROACH
"Adrian and his team listen and get to know your specific situation. They help take away the fear and uncertainty of your financial future and the peace of mind it brings cannot be understated. I only wish I had met them earlier in my career!"
Dr. Paul Duffy
