I help you make informed decisions about your finances based on what’s important to you. You're in the driver's seat for your next chapter—whether continuing to work a few days a week or excitedly crossing items off your bucket list.
Begin your next chapter with clarity and confidence
DREAMING ABOUT RETIREMENT?
I’ll share what I’ve learned after 20 years of working with doctors as a Canadian Certified Financial Planner. Whether you’re considering working a few days a week or stepping back from your practice altogether, 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 many long-time doctors, you might imagine what life could look like after so many years of hard work. But having a secure retirement is much more than just creating a portfolio of dividends. Tax implications, Old Age Security clawbacks, the health of you and your family, market volatility, protecting your estate, or helping adult children—these are just some of the things to consider.
You’ve put your time in and then some. Now you need to make sure your money is secure and working just as hard for you.
After a career spent serving others, is your financial plan serving you?
Dr. Archie Tang
As a young professional I was pretty green in the ways of financial planning. As I got older my financial situation became more complex. There were also some unforeseen events over the past 15 years (COVID, financial crisis, etc). With these and any other events, Adrian was able to navigate and adapt through them with a calm, knowledgeable skill set that really put me at ease.
"Through the years my family’s finances and priorities have changed dramatically. Adrian and his team have been there every step of the way."
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Finally, your remaining income and savings are now free to be directed towards achieving your goals, whether maintaining your lifestyle, crossing off bucket list items, or planning for your loved ones’ future.
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 your hard work is protected.
03. PROTECT IT
Build your dream retirement. Together we create a plan to achieve your optimal work-life balance, empowering you to work as much as you’d like, as little as you need, or not at all.
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.
GET YOUR ESTATE IN ORDER WITH YOUR GOALS, VALUES AND PREFERENCES AT THE CENTRE
PROPERLY PROTECT WHAT YOU’VE WORKED SO HARD TO BUILD
TURN CONVOLUTED INCOME STREAMS INTO A COHESIVE PLAN
SCALE BACK YOUR WORKING HOURS OR STEP AWAY FROM PRACTICE ALTOGETHER
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
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Michael Borm
"Adrian has guided our financial well-being for 18 years, merging our convoluted income streams into a cohesive package and, now, towards retirement… Every time I reach out, no matter how trivial, he responds warmly and thoughtfully. I have met few people in business that bring all he does to the table."
