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White Coat Financial

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Canada
Vancouver, BC
White Coat Financial

We help 🇨🇦 Dentists with 🎓 Debt Reduction ☂️ Insurance 📈 Investing 🏠 Mortgages 🏦 Tax & 💸 More! We specialize in helping Canadian Doctors under 35.

More specifically, we work with Dentists, Physicians, Optometrists, Veterinarians, and more. If your salutation is "Dr." and you traditionally wear a "White Coat", we specialize in helping you! We provide financial planning services consisting of:

1.) Budgeting & paying off debt
2.) Investment advice & investment management for your TFSA, RRSP, & more
3.) Mortgage approvals to purchase your first

home and investing in real estate
4.) Attaining disability, critical illness, & life insurance
5.) Tax planning to reduce how much tax you pay
6.) Establishing a financial base for your children and creating generational wealth

10/15/2024

🎙️ Episode 7 of the Dental Journeys Podcast is here! Join us as we welcome Dr. Nekky Jamal, a general dentist, educator, and humanitarian, to share his journey in dentistry.

Tune in to hear his insights on oral surgery, sedation, and philanthropy, and learn how you can create a meaningful impact in your profession and beyond. 🎧💡

08/19/2024

🎙️ Episode 6 of the Dental Journeys Podcast is here! Join us as Dr. Sharma takes us through his journey to becoming a pediatric dentist and dives into his latest venture, Little Smiles Learning.

👶 Discover the unique challenges and rewards of working with children, and get the scoop on Dr. Sharma’s upcoming Pediatric Workshops in Toronto on September 8th and Vancouver on October 5th.

Whether you’re a dental professional or just curious, this episode is packed with insights, expert tips, and inspiration for enhancing your practice. Tune in now and learn how you can make a lasting impact on young smiles!

07/11/2024

Episode 5 of Dental Journeys is now live! 🎙️

Join Dr. Avi Patel, a dentist, content creator, and entrepreneur, as he shares his journey from burnout to thriving with Clear Aligner therapy. 🌟

Discover how this specialization transformed his practice, increased his time and income, and led to Avi teaching other dentists how to do the same! 🦷

Whether you’re a brand-new dentist or have been practicing for years, this episode is packed with insights and inspiration on how to make dentistry yours, practice on your own terms, and even start a business. 💰💼

04/26/2024

🦷🎓 Ready to Start Your Dental Career? Join us at the "Beyond Boards" Webinar!

🗓️ Date: Sunday, May 26th

⏰ Time: 2 PM PST / 5 PM EST

📍 Location: Online via Zoom

🔗 Sign Up: Link in bio to register!

✨ Don’t miss this opportunity to gain clarity on exactly what mistakes to avoid as a new dentist and how to set yourself up for a successful career 💸

04/17/2024

🌟 Attention Canadian Dentists: Key Tax Updates for 2024! 🇨🇦✨

The upcoming year brings numerous changes to tax laws, but we’ve distilled the most crucial updates that will impact you and your dental practice directly. 🦷🏢

From increased capital gains rates to expanded home buying incentives, these are the changes you need to know about! Swipe through our carousel for a breakdown of each update and discover how to optimize your financial strategy in light of these changes. 📈🏡

02/20/2024

🚨Time is running out🚨

Register for our FREE seminar designed specifically for Dentists 🦷

On Feb 25th (BC) & March 3rd (Ontario), we will be covering the following topics:

🏡 Real Estate Investing: Dive deep into the world of real estate - from buying your very first property to expanding your real estate portfolio.

📈 Investment Accounts: Learn how to leverage the RSP, FHSA, and TFSA to your advantage as a dentist.

🛡️ Insurance: Discover essential insurance policies every dentist needs and common insurance pitfalls to avoid.

💰 Tax Strategies: Master techniques to minimize your taxes and optimize investments within your corporation.

🦷 Clinic Ownership: Embark on the journey from associate to clinic owner - learn the ins and outs of buying or starting a clinic from scratch.

Don't miss this golden opportunity to elevate your financial knowledge and take a giant leap towards financial freedom! 🚀

➡️ RSVP NOW! Link in bio .moneycanada & .ca

Thank you to our sponsors for making this event possible:

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See you all there! 👀🦷📈

02/04/2024

🌟We're thrilled to announce TWO FREE seminars designed specifically for Dentists 🌟

On Feb 25th (BC) & March 3rd (Ontario), we will be covering the following topics:

🏡 Real Estate Investing: Dive deep into the world of real estate - from buying your very first property to expanding your real estate portfolio.

📈 Investment Accounts: Learn how to leverage the RSP, FHSA, and TFSA to your advantage as a dentist.

🛡️ Insurance: Discover essential insurance policies every dentist needs and common insurance pitfalls to avoid.

💰 Tax Strategies: Master techniques to minimize your taxes and optimize investments within your corporation.

🦷 Clinic Ownership: Embark on the journey from associate to clinic owner - learn the ins and outs of buying or starting a clinic from scratch.

Don't miss this golden opportunity to elevate your financial knowledge and take a giant leap towards financial freedom! 🚀

➡️ RSVP NOW! Link in bio .moneycanada & .ca

01/22/2024

🏦🦷 Investing for Dentists: Should you invest personally or within a corporation? 🤔💼 It's a crucial decision that can impact your financial future. Team up with a Certified Financial Planner and a Chartered Professional Accountant to discover your best path!

🔊 Tune in to Episode 8 of The Dollars & Doctors Show to learn about the different investment accounts available in Canada! 🇨🇦💰📈

01/19/2024

💼📊 Investing & Taxes: Ever wondered how investments in a corporation are taxed? 🤔🏦 Think of it like an RRSP for your business – you can defer taxes by saving within your corporation.

🔊 Tune in to Episode 8 of The Dollars & Doctors Show to learn about the different investment accounts available in Canada! 🇨🇦💰📈

01/18/2024

👩‍⚕️💼 Tax-Saving Magic: Dentists, did you know your Professional Corporation can help you save on taxes? 🦷📈 And guess what? A Holding Company can supercharge your investments while keeping them tax-efficient.

🔊 Tune in to Episode 8 of The Dollars & Doctors Show to learn about the different investment accounts available in Canada! 🇨🇦💰📈

01/17/2024

🌟💙 Unlocking Financial Doors with RDSP! Find out how Registered Disability Savings Plans empower those with disabilities for a brighter financial future. 🌟💰

🔊 Tune in to Episode 8 of The Dollars & Doctors Show to learn about the different investment accounts available in Canada! 🇨🇦💰📈

01/16/2024

🎓🤷‍♂️ What If They Don't Go to College? RESP Unveiled! Learn how to handle unutilized RESP funds with grace and flexibility.

🔊 Tune in to Episode 8 of The Dollars & Doctors Show to learn about the different investment accounts available in Canada! 🇨🇦💰📈

Address

1185 W Georgia Street #800
Vancouver, BC
V6E4E6

Opening Hours

Monday	9am - 8pm
Tuesday	9am - 8pm
Wednesday	9am - 8pm
Thursday	9am - 8pm
Friday	9am - 8pm
Saturday	9am - 5pm

Website

https://linktr.ee/whitecoatfinancial

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