
Our focus is providing comprehensive financial plans to dentists and physicians across Canada. Get started by requesting a complimentary introductory meeting, our starter package, or just ask us a question. We are the foremost resource for professionals and professional corporations in Canada, and we are able to provide a level of knowledge and expertise that cannot be found at other retail financial rms.
Services
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Bringing your financial picture into focus, our team of advisors help medical and dental professionals across Canada plan solid financial strategies suited to their individual situations. Whether you're a new physician interested in incorporating, a dentist wanting to buy a dental practice, or a medical professional ready to plan for retirement, we're here to help.
Planning Team
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TPC Financial maintains a professional relationship with Raymond James for investment advisory services provided by their staff. Our senior planning team is supported by more than a dozen other team members including associate financial planners, risk management / insurance professionals, investment advisory services, legal services and accounting services.
Process & Fee for Service
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We take a holistic approach to financial management resulting in extremely detailed and in-depth financial plans. Our goal is to design plans that integrate all aspects of your financial life, reduce your costs, and help achieve your goals. After we complete a plan and craft a strategy for implementation, we remain in constant contact to provide ongoing adjustments.
Testimonials
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TPC Financial is proud to work with Professional Corporations and medical professionals across the country. Beyond the testimonials included below, numerous clients are available for references upon request. Please call or email us for reference contact information. Before starting with TPC, for years I had an investment advisor, insurance agent, accountant, and a corporate lawyer.
Principles & Values
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As your advisor, it is our goal to maximize your wealth by providing honest, transparent advice specific to your individual situation. Our relationships are built on trust and are solidified over years of proven results. We strongly believe that knowledge is the greatest tool in the financial industry.
Reviews
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