by Portfolio Planning | Aug 25, 2026 | 2026, Blog, financial advice, incorporated professionals, investment, tax
Prefer to listen? This article is based on Episode 12 of our Portfolio Talks podcast. Listen to the full episode here. Buying your first dental practice (or your fifth) is likely the biggest financial decision of your career. Done well, it becomes the engine that...
by Portfolio Planning | Aug 6, 2026 | 2026, Blog, financial advice, incorporated professionals
Prefer to listen? This article is based on the latest episode of our Portfolio Talks podcast. Listen to the full episode here. The average incorporated doctor who comes to us for the first time is bleeding somewhere between $20,000 and $60,000 a year in avoidable tax....
by Portfolio Planning | Nov 5, 2025 | 2025, Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Portfolio Planning | Apr 30, 2025 | Blog, business owners, Buy Sell, incorporated professionals, insurance, Professionals
Why Dentists Need a Buy-Sell AgreementIf you’re a dentist in a partnership or group practice, having a clear buy-sell agreement isn’t just a good idea—it’s essential. A properly funded buy-sell agreement ensures your practice remains stable and your family, partners,...
by Portfolio Planning | Jul 31, 2024 | Blog, financial advice, financial planning, incorporated professionals, insurance, investment, Professionals
Financial advice for incorporated professionals is often two-sided- advice for the practice and personal financial advice. A few things to keep in mind for professionals are:Professionals are typically in the highest income tax bracket, therefore incorporating...
by Portfolio Planning | Mar 11, 2024 | Blog, financial advice, financial planning, incorporated professionals, insurance, investment, Professionals
Financial advice for incorporated professionals is often two-sided- advice for the practice and personal financial advice. A few things to keep in mind for professionals are:Professionals are typically in the highest income tax bracket, therefore incorporating...
