Live Wealthy
Reduce Taxes
Expert financial planning for incorporated medical professionals and business owners.
Are you frustrated by the excessive amount of taxes you owe?
It doesn't have to be like that. We believe that managing your finances should be simple, time-efficient, and give you confidence as you look to the future.
Financial Planning should expand your wealth while giving you peace of mind
Here are some of the benefits of working with us:
Reduce Your Taxes
Minimize taxes and save more money
Optimize Your Income
Create a tax-efficient retirement paycheque
Create A Legacy
Bespoke estate planning solutions
Navigating finances alone can be overwhelming.
We understand the stress of wondering if you’re making the right financial decisions. We know how challenging it can be to feel uncertain about your financial future.
Grant Strachan and team are your guide to achieving financial success. We make sure you don’t have to figure it our alone.
We help you get clarity on your priorities, assemble the pieces of your financial puzzle, and give you a plan to live the way you want.
Create Your Winning Game Plan
Our simple 3-step process:
Step #1:
Schedule a call
This 30-minute phone call lets us both confirm that your needs align with our expertise. Just like you wouldn’t see a dermatologist for heart surgery, we want to ensure a good match.
Step #2:
Discovery meeting
In this 1-hour meeting, whether in-person or virtual, we aim to understand your unique goals, concerns, and financial situation clearly. Like a doctor, we diagnose before prescribing.
Step #3:
Get results
In a focused 1-hour meeting, we review your IG Living Plan™. We provide plain-English answers and recommendations to help you achieve your financial goals, improve your retirement plan, optimize investments and most important, lower taxes.
We help incorporated medical professionals and business owners build immediate and lasting wealth.
Medical Professionals
We help physicians and dentists build generational wealth despite busy schedules and complex financial demands. We understand your unique challenges and to create a lasting legacy.
Business Professionals
We know the demands on business owners' time, energy, and finances. Our goal is to streamline your priorities, ensuring a lifelong income and the time to create a lasting legacy.
How’s Your Financial Health?
Take our financial well being quiz.
We help professionals just like you!
We’ve seen the best results working with the following:
✔ You own a business/corporation
✔ You have over $500,000 in investable assets
✔ You think you pay too much in taxes
✔ You need an expert to help you figure it out
Schedule a call now to stop overpaying taxes and start enjoying peace of mind
There’s no commitment, pressure, or obligation.