Healthcare Practitioners

Services / Healthcare Practitioners

Make expert decisions
with the right information

In our experience, many healthcare practitioners have been offered solutions intended for the broad population. We see this happen with insurance, investments, retirement planning design, budgeting, and other critical financial planning decisions. Whether you’re an associate or a practice owner, the planning process should be customized to the challenges and goals you have for your career.

Understanding the growth and trajectory of your practice is critical for a financial planner. Sometimes it makes sense to invest in equipment, expansion, or an associate. Other times it makes sense to save for retirement or pay down debt. Making the right decisions at the right time requires visibility into all the moving parts of your personal and practice finances.

What factors influence planning for Healthcare Practitioners?

Here are some factors that may influence the development of your planning:

We have the experience and knowledge of working with healthcare practitioners in multiple stages from associate to established practice to selling a practice. If you want the right information to make expert decisions, there is no better time than now.

Felicia has been helping me with my financial planning as it relates to my physiotherapy business as well as my own personal planning. I have felt extremely well supported with the guidance and expertise that Felicia has been able to provide. I have learned an incredible amount from her and I have felt very empowered to make educated decisions for myself and my business. Felicia has been extremely thorough in evaluating all aspects of my financial journey and has really helped me to look at the big picture and helping me to put it all together. I would genuinely recommend Felicia's services and will continue to work with her as my business and personal finances evolve.

Silvana Echeverri

Kids Physio Group

Felicia is trustworthy, efficient, and educational. With a busy work and personal life, there are gaps in our financial knowledge that Felicia helps to fill like setting up insurance with our life stage in mind and estate planning. Felicia also helps keep our finances organized by providing us with the latest updated financial reports and a detailed record of our finances. We are always assured that Felicia is working for us and keeping our best interest in mind.

Justin Chan (PhD Candidate, UBC) and Fong Chan (Professor of Pharmaceutical Sciences, UBC)

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touch with us

No pressure. No sales pitch. No cost. No obligation. Just a friendly conversation with the goal of getting to know each other and to explore whether or not we are a fit to work together.