Wealth Planners Recommend One Financial Checkup per Year

Wealth Planners Recommend One Financial Checkup per Year

Click Here to Book Your Checkup!

Wealth Planning and Investment Management for Dentists

At Nexus we believe an integrated investment and wealth plan is the key to making the right financial decisions and building long-term wealth.

Are you a young dentist who has just entered the professional 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

At Nexus we believe an integrated investment and wealth plan is the key to making the right financial decisions and building long-term wealth.

Are you a young dentist who has just entered the professional 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.

Click Here to Book Your Checkup!

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

Retirement

Planning for and enjoying retirement.

Retirement

Tax & Estate Planning

Decumulation

What to Expect at Your First Financial Checkup


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, we will review your history and help you establish your goals, determine your risk tolerance, and assess your financial situation.

This 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, we 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.

An Integrated Approach That Gives You Confidence.

When you invest with us, 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 your financial goals.

© 2022 Nexus Investment Management ULC