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Portfolio Planning Empowering Canadian medical professionals and business owners with unbiased financial advice.
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$87K + for our hospitals! Thank you Tim Hortons This campaign ran over the last few weeks across the Fraser valley. Ever...
16/05/2026

$87K + for our hospitals! Thank you Tim Hortons

This campaign ran over the last few weeks across the Fraser valley. Every smile cookie purchased went towards funding equipment that you can benefit from when you have to visit the hospital.

A misunderstanding is that the government will pay for everything the hospitals and staff need and that’s just not true.

In order to provide better healthcare, private funds are needed to buy innovative equipment, better support staff, and add more comprehensive equipment to improve patient outcomes.

Companies like Tim Hortons are critical in supporting these hospitals. You can also help by donating to your local hospitals. Buy some cookies, donate directly, attend our events.

“These strategic partnerships go a long way in improving our hospitals for when our families need it.”🙏🏽❤️ .vishalgill

22/04/2026

Grow tax FREE? 👇🏽

Not too many ways you can get tax free growth there are only a few places you can get it. And no, it’s not setting up 15 different trusts.

Primary residence home
Lottery winnings
Inheritance
Tax exempt life insurance
TFSA

16/04/2026

Your kid got a scholarship and doesn’t need your money (thank god)

Now what?

You can move your RESP to your RRSP but don’t get a deduction because you avoid the 20% clawback a hit at your marginal tax rate.

One the options available.

pulled from our last episode of Portfolio Talks 🎙️💰
ep.3 RESP for doctors

16/04/2026

You might be paying tax you’re not even aware of…

This happened last month when we reviewed a new clients CORP financial statements and on their tax return there was some realized gains that was adding some significant passive income to our clients CORP.

When we asked the client, they had no idea and thought they were in investments that didn’t rebalance.

Not the case and in the prior year they lost some of their small business limit. Very unfortunate situation but points towards the importance of having a fully integrated plans.

Most of you docs who don’t have a sellable practice will need to treat your CORP as an unlimited RRSP but you need to understand how to grow and then pull the funds into the personal side before you die and ideally be able to close your CORP near retirement so you aren’t stuck paying for a dormant CORP.

Reach out to find out how to build your plan with this in mind

Tune into Portfolio Talks to learn how to make your money work as a doctor in Canada. Available on all streaming platforms

14/04/2026

Don’t be silly, invest in your TFSA and let it compound to the moon 🚀💰

This is pulled from our last episode of Portfolio Talks! Available on all platforms

02/04/2026

TFSA or CORP investments .. 🤔

One of the only times that we can say that’s an easy decision. TFSA is one of the most powerful tools available to you in Canada.

As a doctor, you earn a great income but you’re taxed heavily as your marginal tax rate goes up. This is a way to grow tax free after you take your medicine on your personal taxes.

If you start early you can get to a point where you aren’t stuck working long clinic hours forever, compounding returns will make your retirement a reality

Check out our most recent podcast episode discussing all things TFSA vs your CORP accounts.

Portfolio talks is available on all platforms 🎙️

Working with Doctors across the country! 🇨🇦The Portfolio Planning team went to the University of Alberta to speak to the...
20/03/2026

Working with Doctors across the country! 🇨🇦

The Portfolio Planning team went to the University of Alberta to speak to the med students helping them build a framework that will last them their entire career.

When you're a doctor you don't just need to be a student to your career but also need to learn how to run your finances. The good news? We can solve that problem for you.

Over the years, our firm has become the top choice for all docs to partner with so you can focus on your career and have your money work for you.

We specialize in helping you use your CORP dollars to accomplish your personal goals. Let us prescribe your financial plan. 🗒️

Next up! We will be back working with the Optometrists in Alberta. 👓

🚨 Doctors!! Wondering why your tax bill is sky-high even if you’re following all the rules? You’re not the only one.Don’...
16/03/2026

🚨 Doctors!! Wondering why your tax bill is sky-high even if you’re following all the rules? You’re not the only one.

Don’t let confusing tax laws strip away your hard-earned money. Every year, countless physicians, dentists, and optometrists miss out on smart strategies that could save them tens of thousands annually, while others use these very same tactics to keep more in their pockets.

Are you missing these game-changing tax opportunities?

• Building your income draw strategy to match your life goals?
• Maximize contributions to advanced retirement plans, like RRSP, TFSA, and IPPs, to maximize opportunities
• Knowing how to properly work your corporate structure
• Understanding how your passive investments are increasing your tax bill

Here’s the truth: Strategic tax planning isn’t reserved for the super rich, BUT it’s essential for every doctor aiming for true financial security so they don't need to be in clinic forever

Don’t just file your taxes. Take control and plan them.

💊 Ready for a prescription that actually cuts your tax bill? Send us a DM now to access exclusive, doctor-focused tax strategies and start saving big!

16/02/2026

Work life balance? That’s cute 😂

but in all reality, the old thought of work life balance is outdated. What if physicians can create careers they don’t need to escape from?

Hear from Dr. Lorenzo Smith about his thoughts on this 💭

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