Who We Serve

Incorporated Professionals

Practical, tax-aware guidance for doctors, dentists, lawyers, consultants and creators using a professional corporation. From draw strategy and benefits to protection, investing and retirement options, we help your practice support your life.

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Services

Incorporated Professionals — Practical, Tax-Aware Strategies

Designed for professional corporations: clear draw strategies, protection of income and overhead, smart investing of retained earnings, and retirement options that fit your career arc.

Personalized Financial Guidance
Clarity for PC + household
PC Cash Flow & Draw Strategy
Pay yourself on purpose
Corporate Tax Optimization
Less drag, more momentum
Corporate Investing & Treasury (PCs)
Make retained earnings work
Disability & Overhead Expense
Protect income and the practice
Critical Illness & Lifestyle Protection
Keep life on track
Benefits for Small Practices
Protect people, reduce turnover
IPP & RCA Review
Owner-focused retirement tools
CIRP & IFA (Advanced)
Liquidity + long-term value
RESP & RDSP
Support the people you love
Estate & Beneficiary Coordination
Protect intent, reduce friction

Insights for Incorporated Professionals

Framework
Salary vs Dividends for PCs: A Practical Approach
Decision framework
Read
Guide
Holdco, CDA & Retained Earnings: What Matters
5-minute read
Read
Article
Own-Occ Disability & Overhead Expense—Clinic Survival 101
4-minute read
Read
Explainer
IPP vs RRSP: When a Pension Makes Sense
Pros & cons
Read
Article
CIRP & IFA: Advanced Tools for Established PCs
4-minute read
Read
Playbook
RESP/RDSP for Busy Clinicians
Checklist + timelines
Read
Article
Exit Options for Professionals: Sell, Wind-Down, or Associate?
Owner’s timeline
Read
→ View all insights
Your Next Step

Financial freedom starts here.

Ready when you are.

Book a complimentary 20-minute consultation. We’ll map immediate priorities and outline a strategic plan tailored to you.

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