Pharma Tax is now RX Dental Accountants
Services
Wealth Management
Specialist advisors to help pharmacists, physicians, and dentists build wealth
Services
Wealth Management
Specialist advisors to help pharmacists, physicians, and dentists build wealth
A Specialist Advisor That Understands Your Industry
Which Do You Prefer?
With Other Firms
- Generalists, do not understand your industry
- Little to no tax advice, say go talk to your accountant
- Different advisor and accountant, who do not agree
- Leave you to coordinate everything yourself
With RX Dental
- Specialist financial advisor who knows your industry
- Helps save on average $30,410 per year in taxes
- Advisor and accountant on the same team
- Coordinate with your team (banker, lawyer, etc.)
A Specialist Advisor That Understands Your Industry
Which do you prefer?
With Other Firms
- Generalists, do not understand your industry
- Little to no tax advice, say go talk to your accountant
- Different advisor and accountant, who do not agree
- Leave you to coordinate everything yourself
With RX Dental
- Specialist financial advisor who knows your industry
- Helps save on average $30,410 per year in taxes
- Advisor and accountant on the same team
- Coordinate with your team (banker, lawyer, etc.)
A Specialist Advisor That Builds & Grows Your Wealth
You want to take your finances to the next level
Investments
Grow your wealth with expert advice on how to start, build, or grow an investment portfolio. Whether investing personally through a TFSA, RRSP, RESP, etc. or through your business, we can help you grow your money.
Investments are offered through IA Private Wealth Inc., an independent wealth management firm that is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
Insurance
Your greatest asset is your health, without it you are unable to earn an income. Safeguard your finances with life insurance, disability insurance, and critical illness insurance solutions. We are brokers and can you help you choose the right coverage to protect what matters most to you.
Insurance solutions are offered through IA Private Wealth Insurance, an independent insurance brokerage that is a member of the Financial Services Regulatory Authority.
Financial Planning
Do you will find yourself asking questions such as: how much will I need to retire? How much will I need to pay for post-secondary school for my children? Our team of Certified Financial Planners (CFP) can create a financial plan to achieve these life events.
Our advice is not tied to selling you investment products, so rest assured you will receive unbiased advice that will help you pay less tax, protect your assets, and build a multi-million dollar portfolio.
Getting Results
Building a financial plan for you is great, but what if no action is taken? You won't hit your financial goals. Often we find that your accountant and financial advisor do not agree on certain tax & financial strategies, so they do not get implemented and you leave money on the table.
We can be both your advisor and accountant, ensuring all strategies are executed to perfection. We will also communicate on your behalf with your professional team (banker, lawyer, etc.), saving you time, frustration, and avoiding costly errors.
A Specialist Advisor That Builds & Grows Your Wealth
You want to take your finances to the next level
Investments
Grow your wealth with expert advice on how to start, build, or grow an investment portfolio. Whether investing personally through a TFSA, RRSP, RESP, etc. or through your business, we can help you grow your money.
Investments are offered through IA Private Wealth Inc., an independent wealth management firm that is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
Insurance
Your greatest asset is your health, without it you are unable to earn an income. Safeguard your finances with life insurance, disability insurance, and critical illness insurance solutions. We are brokers and can you help you choose the right coverage to protect what matters most to you.
Insurance solutions are offered through IA Private Wealth Insurance, an independent insurance brokerage that is a member of the Financial Services Regulatory Authority.
Financial Planning
Do you will find yourself asking questions such as: how much will I need to retire? How much will I need to pay for post-secondary school for my children? Our team of Certified Financial Planners (CFP) can create a financial plan to achieve these life events.
Our advice is not tied to selling you investment products, so rest assured you will receive unbiased advice that will help you pay less tax, protect your assets, and build a multi-million dollar portfolio.
Getting Results
Building a financial plan for you is great, but what if no action is taken? You won't hit your financial goals. Often we find that your accountant and financial advisor do not agree on certain tax & financial strategies, so they do not get implemented and you leave money on the table.
We can be both your advisor and accountant, ensuring all strategies are executed to perfection. We will also communicate on your behalf with your professional team (banker, lawyer, etc.), saving you time, frustration, and avoiding costly errors..
FAQ
Book a Consultation
Do you feel like you are paying too much tax? Schedule a call to find out how much tax savings we can potentially find you.
FAQ
Book a Consultation
Do you feel like you are paying too much tax? Schedule a call to find out how much tax savings we can potentially find you.
