Fit With Pharmacist Owners

With over a dozen Pharmacist owners in Atlantic Canada as clients, I've gained valuable insight into the ins and outs of running a pharmacy and the requirements and strains that go along with working in the dispensary and running a busy store.

DOWNLOAD A SAMPLE FINANCIAL PLAN FOR PHARMACISTS

As a core focus for my practice I have reviewed and understand various franchising agreements and various group benefit plans. I've worked through various succession plans and understand the opportunities available through various companies.

Whether you're just starting your career or looking to transition into retirement, I have the real life expereince with other pharmacists to provide you with insightful, comprehensive financial planning. 

We need a financial advisor who we can trust, who is approachable, and listens to what what our goals are. Chris has fulfilled all of those qualifications. He has helped us with not just investments, but our entire spectrum of financial needs including insurance, preparing for the funding of our child's education and setting up a family trust. With Chris's help we feel that we have prepared ourselves for the future.

— Nancy M. Pharmacist
Yarmouth, NS

How I Can Help

Collaboration is the core of what I do. A robust wealth management approach does not exist in a vacuum and as your advisor I act as your advocate and build the right mix of solutions to ensure your plan is robust, well conceived and executed. By working with your existing professional service partners (lawyers, accountants etc.) I am able to provide a more comprehsive financial plan including:

  • Incorporating your business
  • Compensation planning
  • Corporate-owned life insurance
  • Income splitting with shareholders
  • Income splitting with a family trust
  • Estate freezes
  • Utilizing and maximizing the lifetime capital gains exemption of over $800,000
  • Health spending accounts for key employees
  • Tax deferral through Corporate Class investing
  • Estate planning
  • Understanding a franchise agreement

Client Centric Process

Our clients are at the core of everything we do. My team from our Wealth Planning Group and I take a client centric approach in managing our clients wealth. We develop a comprehensive wealth plan unique to each client’s situation and work collaboratively with our client’s existing professional advisors to implement and monitor this plan. This is a unique process that allows for open, honest communication between all parties which delivers optimal results for our clients.