Doctors Need A Check Up Too!

You have big dreams, but you also have the burden of busy schedules, conflicting priorities and important decisions that impact people’s lives. We understand that balancing your personal and professional lives is not easy. To add to that many medical professionals, have complex and unique needs as it pertains to tax planning, accounting, and financial management of your wealth.

How We Help Physicians Achieve Financial Freedom

The benefits of partnering with us:

We recognize the complexities of your financial situation as a medical professional. Our specialized advice goes beyond standard financial planning, tailored precisely to your specific goals.

Understanding Your Needs

As a professional, your time is precious, and your financial needs are unique. We offer specialized plans that reflect your success and cater to the specific requirements of physicians.

Focus On Physicians

We create a unique Living Plan that evolves with your life’s changes. We focus on the details, understanding that they significantly impact your bigger dream.

Fully Personalized Plan

Our team, with expertise in tax and retirement planning, works alongside IG Private Wealth Management’s specialists in tax, estate, and advanced financial planning.

Expert Guidance

Taking Care of You, While You Take Care of Others

We recognize the significant demands on your time as a physician.

It's our commitment to ensure that your financial planning is as dedicated and specialized as the care you provide to your patients. With us, your financial future is not just managed but thoughtfully crafted to reflect your unique journey as a medical professional.

Meet Grant Strachan: The Preferred Financial Advisor For Medical Professionals

With a deep-seated passion for financial planning and a heart for serving those in the medical profession, Grant Strachan stands out as a experienced professional in wealth management for physicians.

His journey in the financial sector, marked by over a decade of experience, has been shaped by a singular mission: to provide tailored financial solutions for medical professionals.

Rest assured, we comprehend these unique challenges and stand ready to provide valuable assistance.

At our core, we are committed to empowering healthcare professionals, including doctors and dentists, in securing their financial future. We recognize the significant aspirations that come with your profession, along with the relentless demands of your daily schedules and the myriad choices that influence your lives.

Increase Freedom

Grow Wealth

Gain Peace of Mind

Our services are part of our commitment to you and your family:

  • Save You Time

    We save you valuable time and reduce financial management stress, allowing you to focus more on your practice and personal life.

  • Dedicated Care & Service

    We're dedicated to crafting a financial future as specialized and attentive as the care you give your patients, reflecting your unique journey as a medical professional.

  • Personal Financial Strategies

    You get personalized financial planning to cater to unique income patterns, lifestyle goals and retirement needs.

  • Tax Planning

    We help physicians navigate complex tax laws to reduce liabilities and maximize after-tax income through strategic tax planning in their corporation.

  • Retirement Planning Expertise

    Our team offers specialized retirement planning for physicians, ensuring a secure and comfortable lifestyle for your family and into retirement.

  • Risk Management & Insurance Planning

    We assess and provide insurance solutions for the unique professional risks faced by physicians, including disability and malpractice.

You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our complimentary whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.

Managing your wealth alone can lead to poor tax strategies, bad investment choices, and ineffective planning.

Take the first step towards building your wealth the right way—book a call today.