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Wealth Planning and Investment Management for Dentists
An integrated wealth and investment plan is key to building long-term wealth.
Whether you’re a young dentist who has just entered the field or a seasoned dentist running your dental practice, we can help you define a path to achieve Good Financial Health–for the long term.
Wealth Planning and Investment Management for Dentists
An integrated wealth and investment plan is key to building long-term wealth.
Whether you’re a young dentist who has just entered the field or a seasoned dentist running your dental practice, we can help you define a path to achieve Good Financial Health–for the long term.
Enter for a chance to win1 an Apple Watch!
Draw Closed
What to Expect During Your
Financial Checkup at Nexus
A Financial Exam
Our Wealth Planning Process
The goal of the ‘examination’ is to maintain your good financial health and identify and prevent future problems. During the exam, your Nexus wealth planner will review your history and help you establish your goals, determine your risk tolerance, and assess your financial situation.
This planning exercise will help you identify and prioritize your goals and guide you through decisions such as when to retire and how to structure your estate or family trust most effectively.
X-Rays
In-depth Financial Review
With ‘x-ray-like’ vision, your wealth planner can review and diagnose problems otherwise unnoticed, such as financial or reporting discrepancies, etc. We will also inspect and do a thorough analysis to assist you with tax efficiency, estate planning and investment structuring.
Our commitment is to work closely with you to build a deep understanding of your needs and objectives and develop trust in each other.
Treatment
Your Tailored Investment Program
Once your asset mix – which acts as a link between your goals and your investment strategy – has been determined, we customize a ‘healthy’ investment program for you. We implement it by applying our investment philosophy and process, which are centred on two key attributes that our typical investor clientele share:
- The need for regular income.
- The importance of preserving capital.
And it doesn’t end there. Any time a change occurs in your life that could affect your financial future, we will update your plan and walk you through how these changes effect the path to achieving your goals and objectives. Through flexible planning, Nexus will be there to provide guidance during life’s major events.
Scheduling Your Next Appoitment
Your Long-Term Success
Open communication and ‘regular visits’ are critical to long-term success – success that is demonstrated by our high client retention rate and over 30 years of proven investment track record.
On an ongoing basis, you will benefit from our high-touch client service model. Our ultimate goal is to give you peace of mind that your assets are being looked after prudently and with purpose.
Professional Lifecycle of a Dentist
Early Career
Plan the next five years!
Debt Management
Professional Corporation
Establishing Goals
Growth
For the established dentist.
Buying or Developing a Practice
Wealth Plan
Investment Strategy
Late Career
Stay focused on the big picture.
Selling Your Practice
Retirement Planning
Portfolio Management
Legacy
Enjoying your retirement.
Retirement
Tax & Estate Planning
Decumulation
At Nexus, we can help you define a path through integrated investment management and wealth planning to achieve Good Financial Health – for the long term. Download the Professional Life Cycle of a Dentist: Nexus’s tailored investment management and wealth planning process to help you achieve your financial goals.
Download!
Wealth Planning Strategies for Dentists.
Dentists, like many other professions, can benefit from having a professional corporation as part of their overall wealth planning strategy. Download our guide to Professional Corporations for expert tax strategies and more.
Download!
An Integrated Approach
That Gives You Confidence.
When you’re an investor at Nexus Investments, rest assured that you’ll be treated with the empathy and respect you deserve. Our approach will provide you with the peace of mind to focus on all the other important aspects of your life. As a result, you will have confidence that you can achieve financial health.
Together, we can reach good financial health.
Contact our client service team to book your 2024 Financial Checkup!
© 2025 Nexus Investment Management ULC