Who we serve

Canadians with a financial security plan are almost twice as likely to feel “on track” with their financial affairs as those who do not.

But don’t settle for a one-size-fits-all approach to your financial future.

Your financial security plan should be as individual as you are and should reflect your life stage, personal circumstances, and future goals.

At The Better Planning Group, we will take the time to understand your current situation, help you identify your future needs, and work with you to customize a plan to help you meet them.

We have the experience to help you build a foundation of financial strength and the expertise to help you maintain your long-term strategy as your life circumstances evolve.

The Financial Planning Standards Council, The Value of Financial Planning, 2012

Each year, more and more Canadians are creating and running their businesses.

These businesses are a prime source of new job creation and are vital to Canada’s economy.

That's why having the right advice is essential to the success of your business and to ensure your family concerns are addressed.

The Better Planning Group can help you plan to protect your business and retain your best employees.

You know how to build your business. Let us help you build your wealth.

While every client situation will be unique. Here is how we have helped our self-employed clients plan for or address:

• Tax planning strategies
• Retirement planning
• Planning for the sale of a business
• Coordinating with other professionals
• Small business retirement plans
• Simplifying and organizing your financial life with a cohesive financial and investment strategy
• Managing your investments
• Evaluating your insurance coverage
• Estate planning considerations

Your passion, hard work, and drive have laid the foundation for a successful career in the medical field.

Whether you are in residency, setting up your first practice, or a seasoned physician or dentist looking to transition into retirement, you need a personal financial plan that evolves with you every step of the way.

At The Better Planning Group, you have a partner that understands the changes your practice will go through and is committed to providing you with the right financial advice at every stage of your career. Let’s start today.

"Physicians and Dentists want true wealth management solutions, that go far beyond investment and insurance products. They want the right professional advice support that provides the financial freedom they work so hard for." Fitzallen Sutton, Financial Advisor

While every situation will be unique, there are several situations we frequently work to help our clients in medicine and healthcare plan for or address:

• Evaluate options to tackle student loan debt
• Review benefit packages and discuss the pros and cons of participation
• Retirement planning and income projections during retirement
• Discuss best uses of extra cash
• Asset protection strategies
• College planning and education savings goals
• Managing retirement plans at work
• Evaluating your insurance coverage such as life, disability
• Tax-efficient investing and planning
• Estate planning considerations