Financial Planning for Canadian Medical Professionals
We help physicians manage their finances with unbiased, evidence based strategies that work. Achieve your goals with clarity, confidence, and a purpose driven plan.
20+ years of experience providing real life planning for 100+ physician households, with thousands of financial decisions supported.
You Find Yourself Asking These Kinds of Questions...
As a physician, you face unique financial challenges that can feel overwhelming at times. Navigating career milestones, student debt, and saving for the future all while balancing your personal life can leave you wondering if you’re on the right track.
How do my financial decisions today impact my future?
How do I make optimal use of my professional corporation?
Am I taking advantage of all of the tax planning opportunities available to me?
Why Choose Evidence Based Finance?
We work for you, with no hidden incentives or biases—your success is our priority. We give clear, straightforward advice that focuses on what matters most.
We Are...
Fiduciaries Above Everything Else.
We work for you, with no hidden incentives or biases.
Evidence Based Advisors.
Using real data and strategies over guesswork & trends.
Specialists.
99% of our clients are medical professionals.
Client Success Stories
Our clients have seen firsthand how focused, personalized financial planning makes a difference. Your story could be the next one we help shape.
The Financial Guidance You've Been Looking For
As a physician, you're an expert in your field, and when it comes to your finances, you want an advisor who understands your career path and your financial trajectory.
A Partner Who:
Understands You.
Understands the balancing act between a demanding career, personal goals, and financial responsibilities.
Simplifies Complexity.
Helps make sense of complex financial decisions, from student debt to retirement planning.
Sees the Full Picture.
From cash flow to tax planning, from education planning to estate planning, we cover everything.
"Even DIY investing enthusiasts like me can benefit from professional advice and financial planning... If I were to design an advisory service model, this would be it. Different levels of support and cost for those learning to DIY invest and requiring a comprehensive plan vs expert DIYers who just need a professional second opinion. Most DIY investors need a comprehensive plan at some point - particularly when taxes, drawdown planning, and estate planning loom. There is even the option for discretionary management for those who'd rather free up their time or want to build a trusted relationship before they experience cognitive decline. Importantly, at a set fee rather than an endless % of AUM cost. Most of us will move through all of these stages. So, having it in one place where you can build a trusted relationship and shift as your needs shift is key."
Your Team, Helping You Make Informed Financial Decisions
At Evidence Based Finance, we’re here to guide you through life’s financial ups and downs. Our team provides you with the personalized advice and context you need to feel confident about your financial future.
Book Your Free Initial Consult
A simple chat about what your goals are and how we can support you.
Our consults are totally stress and pressure-free. Guaranteed.
