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Financial Readiness for Every Doctor

We are leaders in providing doctors with unbiased financial education and coaching.

Whether you are in medical school, residency or in practice, we have been a part of your community for the past two decades. We work closely with associations, health authorities and schools to bridge the financial literacy gaps in the medical profession.

We invite you to explore how we can customize financial education and coaching services for your clinic, hospital, university program or association.

Our most popular programs:

  • Transition to practice
  • Incorporation 101
  • Pandemic financial planning
  • Maximizing the benefits of incorporation

We serve the following organizations:

  • Vancouver Coastal Health Employee Wellness
  • UBC Medical School & Residency Programs
  • UBC Continuing Professional Development
  • Resident Doctors of BC
  • Divisions of Family Practice
  • Medical Staff Associations
  • BC Doctors of Optometry

Interested in learning more?

Contact us to learn how we can customize a financial education program based on your unique needs.

Prefer to chat on the phone?


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