Not sure where to start? Or perhaps you’re feeling overwhelmed?

First of all, congratulations!

You've made it through school and have started your career in healthcare. So, what's next for you?

If you have student loan debt you want to clear, or you are now planning for the start of your career, we can help you create actionable steps to maximize your results.

Is This You?

Here are some common situations we overcome with our clients who are just starting out in the field.

 

  • Which includes any interruptions to work. When you're young and healthy, it's hard to imagine any illness or injuries, but unforeseen emergencies can really take the wind out of your sails. We provide solutions so that you will have cash flow in case of emergencies.

  • Setting money aside for taxes is great but it can do so much more for you than just sitting in your savings account. We can help you plan appropriately to utilize your tax money for gains throughout the year until you actually need it.

  • Investments can be a scary word for some people. What we’ve done is made it transparent and easy to understand, so that you can comfortably create passive income.

    Or, perhaps you've saved up a nest egg, but you're finding that the interest rates from your savings account aren’t covering inflation. Let’s work out a solution that makes both you and your wallet happy.

  • Having a higher income now that you're in the workforce is a good thing, but it can also mean a higher tax rate. We help identify multiple ways for you to reduce your tax burden.

  • Let us put more money in your pocket without increasing the number of hours you work. Investments and passive income strategies can help you grow your wealth beyond your day job. We find ways to increase your income potential without increasing your work load.

  • If this is your top priority, we make this a top focus in your plan while balancing all of the above to ensure that both short and long term objectives are served. With a clear strategy, it is possible to work towards big purchase (and we help find the most tax efficient way to do so).

  • One of our favourite strategies when it comes to reducing our clients' tax burdens and is truly a win-win situation! Do some good in the local community (or even the world!) while offsetting your tax payable.

  • Sometimes we just don’t know where we stand in our finances, and thats OK! We are strong advocates of education and are passionate about financial literacy. Let us be your financial mom and dad by guiding you through every step of the way until you reach the financial goals of your dreams.

 

Click the button below to start a conversation with one of our advisors and let us start rehabbing you back to peak financial shape

 

Your Financial Health Assessment

Have you read everything on this page so far, and you’re still not quite sure where you stand? We have made a Financial Health Assessment just for you.

By filling this out, you will also be eligible for a 20 minute complimentary solutions call from your advisor who will provide insight on your finances, offered at no charge to you.

Take The Assessment

3 Easy Steps to Financial Literacy

  • Step 1: Meet & Greet

    We want to know all about your financial habits and goals! These insights allow us to develop a personalized plan based on your needs. We take an holistic approach to incorporate the "big picture" factors in your life that impact your wealth.

    This first meeting is a complimentary and safe space for you to share your financial details. Go ahead and let us know all your goals, your concerns, and any questions you may have, so we can build a fruitful relationship together.

  • Step 2: Implementing Your Solutions

    After learning about your objectives, we'll begin developing a solution to fit your needs. When you meet with us again during our second meeting, we'll have recommendations to help you achieve the goals that you shared during the meet & greet. We will walk you through how each solution addresses your specific goals, call out potential pitfalls, and show you a timeline so that you get a clear view of what your financial future holds.

    Afterwards, we get to the fun part, implementing the plan so that you start seeing results! Depending on your needs, this is where we may interact with other people in your financial life such as your banker, accountant, or lawyer. Every component of your financial health can work in concert and thus yield the best results for you.

  • Step 3: Wealth Planning & Maintenance

    Are you buying a new house, having a baby, or getting a promotion? As your life changes, let us know, and we'll adjust your plan so that your solution is always in alignment with your life plans. Aside from our regular semi-annual meetings, we'll also continue monitoring your progress towards your goals.