We bring a wealth of knowledge and experience regarding the financial services needs of specialists, dentists and physicians who are currently in practice.


As an emerging practitioner – a year or more in practice – you will have settled into your new career and may have questions around buying a practice, setting up a retirement plan, and protecting your income.

As an established practitioner – you may seek advice regarding suitable savings vehicles that are both tax-savvy and will help you meet your longer term goals. You may also need assistance with setting up benefits plans for yourself and your employees.

We can assist with:

  • Income protection strategies
  • Professional liability insurance
  • Buy/sell arrangements
  • Business owners coverage
  • Business overhead expense
  • Home and auto insurance
  • and much more

Contact us for more information.