Financial Planning for Doctors
As advice-only financial planners, we don’t sell any products or accept commissions or other financial incentives.
Learn more about our transparent fee structure.
Cash Flow Planning
Get a handle on exactly where your money goes. Manage debt, plan your spending, and set aside funds for taxes and savings.
Corporate Planning
Decide whether and when to incorporate, draw income as tax-efficiently as possible, and plan for parental leave.
Financial Planning
Plan for your retirement, taxes, investments, and building an estate for your heirs. Identify risk areas and manage them.
Physicians in Canada have specific needs when it comes to financial planning.
Changes in both tax legislation and financial institutions have left many with a lot of confusion and a combination of too few and too many options from which to choose.
At Spring Plans, we have been working with physicians for many years. We work collaboratively with your advisory team – including your accountant, lawyer, investment manager, insurance professional, and whomever else you need – to create plans that work, and allow you to focus on your practice.
Focused exclusively on planning, we don’t manage portfolios and are agnostic on your investment policy, as long as you have one – whether it’s DIY or professionally managed. However, our Director of Portfolio Strategies, Darryl Brown, is a CFA charterholder, and can provide an impartial assessment of your portfolio, and/or help you with a manager search.
How it works
