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What We Do

Business Solutions

As Vancouver financial planners and insurance advisors, one of our specialties is working with incorporated professionals and businesses, particularly incorporated healthcare professionals like medical doctors and dentists. Because of our depth of experience in the healthcare industry, we have the expertise to navigate the unique challenges you face.

If you’ve already incorporated, we have to give you a pat on the back, you tax savvy pro, you. You’ve taken a key first step when it comes to your finances and reducing your tax burden.

As your accountant probably told you, a small business in BC only pays 11% on their income.

Our question to you is:
Is the money really yours yet?

One size fits all pretty much only works when it comes to mittens. That’s why we take the time to dive deep, ask the right questions and figure out your unique priorities.

We Help

We help small business owners and incorporated professionals take things to the next level and tap into their corporate wealth by combining insurance with tax-savings strategies.

We Work

We work alongside other professionals, such as lawyers and accountants, to help create a well-integrated plan that allows you to keep more of your hard-earned money away from the taxman.

Let’s Talk

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