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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.

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Tax Planning

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 – both now and in the future.

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Estate Planning

As a medical professional or high net-worth individual, you have unique requirements and significant assets to manage. Incorporation can also add a level of complexity to estate planning. We can help you take the right steps to minimize the impact of taxes on your estate, while ensuring your wishes are fulfilled.

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Charitable Giving 

It’s rewarding to be a position to help others in a significant way – all it takes is proper tax and estate planning. With a strategic, tax-efficient approach to charitable giving, you can maximize the benefits and ensure your giving is as impactful as possible.

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Insurance 

Insurance provides more than just peace of mind and security. It’s also an opportunity to save more for retirement or leave more of your wealth, tax-free, to the people and causes you care about most. Whether you own life insurance personally or in a professional corporation, you can use insurance to build your wealth through tax advantages and income strategies. 

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Investments 

It takes a careful mix of expert financial knowledge and agility to get the best from today’s markets. That’s why IG Wealth Management has developed iProfile, a managed asset program that helps investors maintain optimal diversification among different asset classes and management styles based on their personal preferences and investment goals.