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Dentists

Turn your practice into personal wealth

Your clinic generates income, but income alone isn’t the goal: it’s what that income becomes that matters.

We help you structure it properly by helping to:

  • Align corporate earnings with personal financial goals
  • Build investment strategies inside and outside the practice
  • Create flexibility in how and when you access your money
  • Ensure your business supports your lifestyle, not just your balance sheet

Solve the complexity behind the scenes

Dentists often carry more financial responsibility than many professionals: ownership structures, associates, real estate, staff, corporate income, tax planning, and eventual practice transition (and retirement, of course).

Our financial advice for dentists is built around the realities of practice ownership. We help you:

  • Organize corporate cash flow efficiently
  • Coordinate tax strategy with your accountant
  • Align real estate and practice decisions with your long-term plan
  • Prepare for future changes before they become urgent

Plan your exit before you need it

At some point, you will step away from your practice.

The question is, on whose terms?

Most dentists wait too long. We believe in planning early. We help you:

  • Define what your ideal exit looks like
  • Prepare your practice for sale or transition
  • Structure for tax efficiency ahead of time
  • Connect your exit to your retirement and lifestyle

Alignment that spans everything

You likely already have a team in place, perhaps an accountant, a lawyer, and other advisors. Too often, you are still the one carrying information from one person to the next.

You are already the dental expert. You should not also have to act as the tax, legal, and financial coordinator.

We take that off your plate by helping to:

  • Act as the central coordinator across your planning
  • Align tax, legal, and financial strategies
  • Eliminate conflicting advice
  • Connect you with the right specialists when needed

Trust built on real relationships

When something changes, you need clarity quickly. This is why we always offer:

  • Direct access to your advisory team
  • Guidance through business and life decisions
  • A team that understands your full picture
  • Support that evolves as your practice grows

A path to financial empowerment

With the right structure in place, you can spend less time carrying every financial decision yourself and more time focusing on your patients, your family, and the future you are building.

Book a complimentary review to start building a plan that works the way it should.

What's your plan?

We can help you enjoy your wealth today as we help you prepare for the future.

Meet now

You have built a successful practice.

Your patients trust you. Revenue is strong. The business is working.

But behind the scenes, there is a lot to think through.

Your income may be sitting inside your corporation. Practice decisions affect your personal wealth. Tax planning can become reactive. And at some point, you need to know what your eventual transition or exit could look like.

The practice is a major part of your financial life, but it isn't the whole picture.

We provide financial planning for dentists who want to connect their practice, personal wealth, tax strategy, and future plans, so the business they built can support the life they want.

Contact

Gaylor Tachauer & Associates
416-645-5191
GaylorTachauer@igpwm.ca

IG Wealth Management Inc.
Mutual Fund Division

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Location

401 - The West Mall, Suite 100
Etobicoke, ON M9C 4Y5

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

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www.ciro.ca

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

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