Financial Planning for Physicians & Dentists
Caring for others is your calling, let us help you care for your financial future.
At PAX Portfolio Advisory, we specialize in guiding doctors and dentists through the complexities of financial planning. Serving the Edmonton and Sherwood Park area, our team understands the unique challenges you face demanding clinic schedules, intricate tax rules, and the need for long-term security.
Why Choose Us?
- Expertise in Healthcare Professionals: Our strategies are tailored to your profession and your personalized business situation.
- Personalized Financial Roadmaps: No cookie-cutter plans your goals, family, and values shape every recommendation.
- Tax Optimization & Income Structuring: We help you leverage your professional corporation and help minimize tax burdens.
- Estate & Legacy Planning: Protect your family’s future with trusts, wills, and corporate-owned insurance.
- Collaborative Approach: We coordinate with your legal and accounting advisors to ensure every aspect of your financial life is aligned.
- Support Through Every Stage: From career growth to retirement, we’re by your side for every transition.
Transform Your Income into Lasting Wealth
High earnings don’t guarantee financial independence. Many healthcare professionals face rising taxes, irregular income, and lack employer pension plans. We will help you turn your income into a strategic advantage, building a custom plan for you and your family.
Ready to Simplify Your Financial Life?
Let’s start with a conversation. Discover why physicians and dentists trust PAX Portfolio Advisory for clear, confident financial planning.
