Providing integrated financial, legal and accounting services to Canadian Physicians is the realization of a vision which began in 2004. It was in 2004 when we launched financial literacy and tax preparation clinics for medical students.
Today, our team of financial counselors, accountants and lawyers are trusted by physicans to complete their tax returns, incorporate their practices, pay off debts, execute charitable giving plans and implement suitable insurance and retirement savings (RRSP & TFSA) programs.
In our work with Physicians through the years, we have developed key relationships with experienced accountants, bankers, insurance companies and lawyers who serve the specific needs of physicians.
Save time and money by accessing our combined experience and intellectual capital built for the exclusive benefit of:
- Medical Students
- Medical Residents
- Practicing Physicians
- Enterprising Physicians
- Retiring Physicians
No longer do you have to waste valuable time going to 3-5 separate financial, legal, banking and tax professionals. As a client, you will be assigned one relationship manager who will coordinate integrated advice alongside lawyers, bankers and tax professionals who we have strong established relationships with.
We look forward to saving you time and money by integrating financial, legal, banking and tax solutions.
Contact Bobby Ning or Alphil Guilaran today for a private and confidential consultation.
Bobby Ning, Managing Director
Alphil Guilaran, Executive Director
Bobby J. Ning
Accounting, Banking & Legal Specialists:
Contact us for a confidential list of trusted tax, banking and legal professionals.