Medical Professionals

You’ve devoted your career to helping others let us help take care of you.

It also means that you are left with little time for handling all the complexities of your own finances. We know you are accustomed to working with medical specialists, so you understand the importance of consulting with professionals who have expertise in specific areas.

Our clients in the medical profession trust our expertise in managing their wealth because:

  • We simplify and optimize all your financial affairs – we leave no detail untended or stone unturned
  • We understand how to integrate your business and personal lives
  • We are your sounding board and a trusted resource who you can delegate to simplify and organize all your moving pieces
  • We understand economic swings and tailor investment strategies based on evidence-based investment philosophies and the science of capital markets to help maximize returns
  • We optimize tax planning and tax saving opportunities
  • We provide you with objective financial advice and proactive service
  • We help you manage risk effectively
  • We ensure well thought plans are in place for your estate and we help facilitate your philanthropic activities
  • We provide objective financial advice and an outstanding client experience

You will always understand where you are in relation to your financial goals. We take care of all the details so you can focus on serving your patients and enjoying the lifestyle you have worked so hard to attain.

Praise From Clients

  • Working with Tony is a pleasure. Our investments are well managed, but what we really value is our relationship. Unlike the frequent turnover of financial advisors at our bank, it is refreshing to rely on one person who understands our financial and personal priorities. We also appreciate that Tony regularly consults with our accountant. When we retire, we’re confident we’ll continue to enjoy the lifestyle we have now.

    Janet E. McElhaney, MD, FRCPC, FACP
    HSN Volunteer Association Chair in Healthy Aging
  • Your high level of service and communication has exceeded our expectations and greatly eased the burden of the many financial decisions we have made over the years. Knowing how you have taken care of our financial needs, we would be pleased to refer you to our family and friends.

    Dr. & Mrs. John Bowering
    Anesthetist
    St. Paul’s Hospital
  • David has always demonstrated what I believe is excellence in financial planning and wealth management – accessible, knowledgeable and consistent. I trust my financial affairs are always being considered and he has gone above and beyond what might be expected to deliver outstanding service.

    Dr. Stephen J. Fitzpatrick
    Head - Division of General Psychiatry, St. Paul's Hospital
    Clinical Associate Professor of Psychiatry, University of British Columbia
  • Before we met Frank, we were on an unknown path. Now, we have a specific plan to achieve our goals, and we know where we are in relation to those goals. Frank has a thorough knowledge of financial planning, and works very well with our existing accountant and bank manager. He consistently goes beyond what we expect of him.

    Dr. Angelique Leung
    Dentist & Former Director
    BC Dental Association

Schedule a Discovery Meeting