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Dentists and Physicians

Ontario Chartered Accountants and Certified Financial Professionals helping Dentists, Doctors and Healthcare Professionals with accounting, tax, estate and financial planning, valuations and accounting to improve income and to manage professional practices.

We provide strategies to help dentists, doctors and health professionals accumulate assets, protect their dental or medical practice with proven tax, investment and insurance advice.

At Prudent Asset Management, we provide advice that encompasses your tax, accounting and financial interests.

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  • Getting to know you

    We’ll take the time to review:

    • Tax Rates
    • Canadian Controlled Private Corporation
    • Active Business Income
    • Passive Income
    • Salary
    • Dividend
    • RRSP
    • TFSA

  • Tax Efficiency

    Understand what’s the most efficient as an individual taxpayer. (Highest tax efficiency to lowest tax efficiency.)

    • Capital Dividends/ Shareholder Loan Repayments
    • TFSA
    • Series T/SWP
    • Tax Efficient Distributions (Capital Gains/ Eligible Dividends)
    • Non-Eligible Dividends
    • Additional RRSP/RRIF Income
    • Minimum RRIF, LIF, LRIF
    • Employer-sponsored pensions (Defined Benefit/Defined Contributions)
    • Government Pensions (CPP, OAS, GIS)

  • Corporate Planning- Tax, Retirement, Succession

    Integrated your tax planning with your corporation

    • Paying Salary vs Dividend.
    • Tax planning with your corporation
    • Retirement planning using insurance
    • Succession Plan

Link to: Providing Dentists With All The Accounting Services They Need

Accounting Services

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Link to: Tax Planning

Tax Planning

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Link to: Insurance Strategies for Dentists

Insurance Strategies

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Learn how we can help you achieve your financial goals

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