Medicine has changed, and so has finance.
Let’s plan your future together

Financial and strategic advice at each stage of your career path

You have so many demands on your time. It can be hard to find your way around all the financial products that you’re offered. We know that can be a challenge in itself!

That’s why we focus on education rather than pressure when the time comes to advise you. Impartiality, clarity and objectivity are essential so that you can make an informed decision. We’re proud to be able to offer our clients access to almost all financial institutions in Canada through a brokerage agreement. This enables us to craft a personalized offer based on your needs and your situation.

Whether you are a medical student, a medical resident or an owner, let us be your guide to all the options that are available to you on the market!

Here is how our team and our network of outside professionals can guide you in the strategic management of your assets from the start of your studies through the incorporation of your practice, right up to your retirement.

Financial component

Debt repayment strategy
Accruing liquid assets and building up an emergency fund
Risk management in case of disability, critical illness and death
Minimizing financial loss related to enrolment for risk management products (disability, critical illness and life insurance)
Mutual funds (RRSP, TFSA, RESP, etc.)
Retirement planning

Corporate & tax component

Support and advice regarding professional remuneration (salary vs. dividends)
Preparation of corporate tax strategies
Support in the process of incorporating the professional through our network of experts
Tax-efficient investment strategy
Minimizing of financial loss related to enrolment for risk management products (disability, critical illness and life insurance)
Planned giving

A few testimonials

«I’ve been working with the team at Coaching Financier TREK for some time now, and I’m very satisfied. Their ability to listen and their excellent advice provide added value and give me peace of mind in my financial planning. I recommend their services to anyone serious about their financial security.»

Pierre Lavoie, Co-founder of the Grand défi Pierre Lavoie

Medicine has changed, and so has finance.Let’s plan your future together

Financial and strategic advice at each stage of your career path

Financial component

Corporate & tax component

A few testimonials

Medicine has changed, and so has finance.
Let’s plan your future together