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

    As a medical resident or newly practicing physician, you have exceptional needs and circumstances. We can help you navigate paying off your student debt while building your wealth.

    It’s important that you understand your financial decisions – so rather than simply sell to you, we offer you the tools you need to grasp:

    • What to expect in cash flow and taxes
    • How to balance debt reduction with investments
    • What disability and life insurance options are appropriate
    • What incorporation means and when to consider it
    • How to find great professionals who can work collaboratively in your best interest

    We work with you to build a personalized 5 Year Wealth Plan that helps you balance your life goals and your cash flow. We work well with your other professionals in ensuring that you have an integrated plan.

    Looking for financial insights designed with you in mind? Our Toolkit for MDs is a fantastic resource as you transition fully into your career.
    Request your toolkit

    Over 90% of Canadian physicians are incorporated. We can help you determine if/when this is the right move for you, and guide you through the process.

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

  • Helping Guide Practicing Physicians

    At Tall Oak Private Wealth, we know you’re busy with your career and family. As you continue to pay down your debts, and start to familiarize yourself with taxes and incorporation, we can help you get ahead financially.

    We provide plans that help you get a handle on:

    • How to continue to balance debt reduction with investments
    • Whether you are on track to retire with confidence
    • Whether big purchases will derail your retirement plans
    • Whether you need to save more for children’s education.
    • Whether to increase your disability coverage
    • Whether you should consider permanent life insurance
    • How to ensure your professionals are all working collaboratively in your best interest

    We work with you to develop and regularly update your personalized 5 Year Wealth Plan, so that you can balance your life goals and cash flow in order to reach your wealth goals.

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

  • Helping physicians to retire with confidence

    As a physician, you are mostly responsible for your retirement and cannot rely on pensions. It’s essential that you plan today so that you can enjoy your retirement without worrying about running out of money.

    At Tall Oak Private Wealth, we provide plans that help you understand:

    • How to convert your Medicine Professional Corporation to an investment holding company
    • Whether to delay taking government pensions such as CPP (Canada Pension Plan) and OAS (Old Age Security)
    • What strategy is best to minimize taxes in retirement
    • When to take funds out of registered accounts or corporate investments
    • How much you can afford to spend in retirement without risking the longevity of your retirement plan
    • How to balance estate taxes against taxes while in retirement

    We work with each physician in developing and regularly updating their personalized RETIREMENT VIEW to help them answer the single most asked question by retirees: “Will I be okay?”
    Learn more

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