Healthcare Advisory

We provide a broad range of services to both self employed practitioners and staff healthcare professionals.

Our integrated approach to planning professional and personal affairs focuses on maximizing after tax income and personal net worth.

Areas we advise our clients on include:

  • Minimizing and deferring taxes
  • Income splitting with family members
  • U.S. income tax planning and compliance
  • Retirement planning
  • Effective use of RRSPs, RESPs, holding companies and Family Trusts
  • Estate planning

Medical Associations

Our firm has been providing assurance and advisory services to non-profit medical associations and research groups for over 10 years

We are well versed in the particular needs of these organizations and can advise on a variety of issues including the recent CRA NPO Risk Identification Project.