We are guided by a singular purpose - to help physicians/surgeons, dentists and high net worth families seamlessly integrate their financial goals with their life goals. After all, true wealth isn't just about money; it’s about true financial, family and emotional well-being and independence.
Our holistic approach synchronizes your overall financial picture, giving you the peace of mind that your finances are in good hands.
We believe in giving back to the communities in which we live and work. Individually, and as a team, we’re dedicated to supporting numerous causes and contributing to a variety of organizations.
No two clients are the same. That’s why we take a consultative approach to provide you with comprehensive solutions specifically tailored to manage your wealth and achieve your goals.
Medical & Dental Corporation Advice
You’ve incorporated your practice, but are you making the most efficient use of this structure?
We can help you identify opportunities to make the most of your accumulated capital – and build wealth.
As your wealth grows, your tax situation typically gets more complex. Our holistic planning approach helps you create a financial plan that not only achieves your financial goals but also helps minimize your overall tax burden –now and in the future.
As a medical/dental professional or high net worth family, you have unique requirements and significant assets to manage. We can help you take the right steps to minimize the impact of taxes on your estate, while ensuring your legacy wishes are fulfilled.
Senior Executive Consultant
Chartered Financial Analyst, Certified Financial Planner Professional & Chartered Professional in Strategic Wealth
"My family and I began working with the Richie Group in 2004 and my mother is a long-time client. There is no one else out there who has a better grasp of the financial issues physicians face. I am so thankful for the help I’ve received from day one. I have benefited from the Richie Group's advice on structuring my corporation, working with my accountant to ensure an optimal salary and dividend mix and setting up appropriate investment and insurance strategies to build my wealth."
Dr. James Obaji
For the incorporated professional or owner-manager, the use of corporately owned permanent life insurance is one of the most powerful – and most tax-efficient – ways to build wealth and create and protect estate value
As a business owner, having a well thought out tax and estate plan is key for financial success.
When an estate or gift is left to a child, it can be subject to a family property claim if the child later separates or divorces. But, there are ways to protect the inheritance, ensuring your child remains the sole beneficiary.