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Education Site

Moving you financially forward

Discover the power of a relationship that moves you ahead.


Financial planning for doctors, simplified

Save time, taxes and learn the language of money.


Bridging the financial literacy gap

Celebrating 25 years of increasing the financial fluency of families, professionals, companies, and institutions.


Welcome to Financial Literacy Counsel

Founded in 1999, we are a boutique financial planning and education company.

We are leading the way in helping our clients create more possibilities, build stronger families and communities.

About Us

Our Services

We specialize in financial planning and financial education for families, professionals, corporations and institutions.

Financial Planning

Guiding you through
life’s journey

Medical Professionals

Charting your
financial path

Book an Appointment

Take the first step on your new financial journey.

Book now



“I am glad that the Financial Literacy Counsel specializes in financial planning for physicians. They helped my family maximize our financial opportunities and navigate the unknown financial waters of being doctors.” (2012)

Dr Kawai Cheung , MD

“Financial Literacy saves me time and money by having a family CFO (Chief Financial Officer) manage the details of my financial world so I can invest in my marriage, children and clinic practice.” (2017)

Dr Ruchika Shukla, MD

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Our Dealer

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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