Sophisticated wealth management

Physicians and Medical Professionals You have worked hard to care for others. We’ll work hard for you.

Since its inception, Tall Oak Private Wealth has been steadfast in supporting residents and the physician community. We have developed a strong reputation for focusing on physicians’ interests and needs first when providing solutions.

We have specific expertise in dealing with physicians and their families at all stages in their career – from medical school to retirement.

We create a wealth management plan that is designed to address every important aspect of your practice and personal life – from funding your children’s post-secondary education to having an estate plan.

You can rely on us to provide customized independent guidance to preserve and grow your hard-earned wealth.

By getting to know your specific needs, we can help:

  • protect your assets against liabilities and other risks
  • preserve and grow your wealth
  • present strategies to minimize taxes
  • manage education debt
  • guide you to financial independence
  • Helping Medical Residents Transition to Practice
  • Helping Guide Practicing Physicians
  • Helping physicians to retire with confidence

Set-up an appointment to request your personal 5 Year Wealth Plan at no cost or obligation.
Book a consultation