I’ll share what I’ve learned after 20 years of working with doctors as a Canadian Certified Financial Planner. Whether your debt keeps you up at night, you have questions about when and how to incorporate, or how to maximize and secure your savings, 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.
But when it comes to knowing what to do with your money, it’s like being a student all over again.
Like many new doctors, you’re probably excited to start your practice, pay off your student loans, and enjoy life after being in school for so long—and finally being able to eat more than late night KD.
You learned all sorts of amazing and difficult things in med school. But creating and managing wealth wasn’t on the curriculum.
Congrats, you’re a doctor! Now what?
Dr. Nicki Paterson
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.
"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."
CLIENT STRAIGHT TALK
Finally, your remaining income and savings are now free to be directed towards achieving your goals, whether buying your first home, starting a family, 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
Is debt repayment high on your priority list? 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.
PLAN FOR A BRIGHT, FULFILLING FUTURE WITHOUT SACRIFICING THE PRESENT
LIVE A GREAT LIFESTYLE WITHOUT BURNING OUT
DETERMINE HOW MUCH HOUSE & CAR YOU CAN AFFORD
CREATE A DEBT REPAYMENT PLAN THAT ACTUALLY WORKS FOR YOU
IF YOu'RE READY TO:
Become savvier about finances with bite-sized, no-fluff information grounded in my 20 years of expertise. Cup of coffee not included.
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!
GET TO KNOW MY APPROACH
Ten Tricks for
Better Insta Photos
Trust fund gluten-free scenester PBR&B hot chicken. Poke try-hard vegan pop-up. Banh mi meggings before they sold out.
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Dr. Andrew Dodd
"Adrian and his team were pivotal in getting our financial plans in order…His specialization in medical professionals means that he understands our specific needs, and saves us from having to explain our unique situation. I highly recommend him."
