Your dedication to patient care and staying current with medical advancements leaves little time to focus on your own financial well-being. At Dumitru Flanagan & Associates Private Wealth Management, we understand the unique financial pressures health care professionals face, from managing business expenses to navigating complex tax structures.
The demands of your profession make expert financial guidance essential. Our approach is designed to simplify your wealth management, ensuring your financial decisions align with your goals and risk tolerance.
Clarity in complex financial choices
It’s common to encounter investment opportunities that seem promising yet feel too complicated or unfamiliar. Our team can help you assess these offers and make informed choices that align with your financial aspirations—allowing you to stay focused on your patients without second-guessing your financial strategy.
Maximizing tax efficiency
Managing active business income requires a strategic approach to minimize tax liability. We offer solutions such as creating a Canadian Controlled Private Corporation (CCPC) to optimize your earnings. Additionally, we help you maximize deductions and credits, ensuring you make the most of your hard-earned income.