Brady Plunkett
Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)
Being an incorporated individual opens the door the different compensation models. This also brings up a lot of questions. We can help determine the best method for you.
Identifying your goals is the first step in any financial plan. We will harmonize your financial and non-financial objectives in a personalized holistic 360° plan made just for you.
Let’s find the right corporate structure for you and your practice to promote tax efficient planning and protect you from business related risks.
Just graduating? Work with an advisor to prepare for your new profession while managing the acquired debt during your education years and learn where to put your hard earned dollars.
Elevate your financial strategy with a team that understands the nuances of your profession. Schedule a financial check-up with an advisor today.
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You’re ready to start your new career but not sure where to start when it comes to debt, tax strategies, or managing your new income potential. We can give you guidance and clarity on:
Running a practice can have you focused on so many things at once. We work with our external partners to synchronize all of your focus points into one financial plan that helps you focus on the things that really matter.
Having a plan for the off-ramp to retirement can make it a seamless and smooth ride. Working with an advisor can have it mapped out years ahead so you’re ready to enjoy the next phase in your journey.
Client Profile
The Challenge
Dr. Carter had the pieces—investments, a corporation, and a growing family—and wanted to know how they fit together. His priorities:
Our Approach
We began by building a financial plan to test whether Dr. Carter was on track for his long-term goals. We modelled different scenarios to stress-test the plan, dug into his goals and priorities, and pinpointed where small adjustments could buy him meaningful flexibility.
We also collaborated with his accountant to develop a compensation and withdrawal strategy for his professional corporation. The objective was to determine how funds could be withdrawn over the coming years in a tax-efficient manner while supporting the client’s broader financial plan and providing access to personal cash for his planned projects.
Results
The planning process provided the client with:
Despite being a busy professional with limited time, the client was able to make meaningful progress early in the planning relationship. By prioritizing a deeper understanding of his goals, values, financial structure, and spending needs, we were able to establish a clear planning framework within the first few meetings.
Names and identifying details have been changed to preserve confidentiality.
Learn more about our specialized wealth management planning services designed just for Canadian dental and medical practitioners. Get in touch with an advisor today.
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Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)
Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)
Having the freedom and health to enjoy life’s simple pleasures each day and feel genuinely content.
I get to collaborate with like-minded people each day and build trusted, long-term relationships with clients.
I write and record music under the band name “Connor & the Musicians”.
Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)
For me, wealth is about time, control, flexibility, and health (financial and personal) that allows us to be generous and fully present in our lives.
I’m excited to be part of a firm that’s elevating how financial advice is delivered in Canada.
My wife is an emergency physician and an absolute hero in our family. Watching her work has shaped a lot of how I think about resilience and service. I also have a son and daughter who challenge me more than anything ever has—and outside of work, most of my life revolves around trying to stay healthy enough to keep up with two energetic kids.
Bachelor of Social Science (Specialization in Economics) – University of Ottawa
Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)
Being able to wake up everyday without the stress of personal finance consuming my thoughts and energy. This translates into more energy allocated into the right channels, such as family, friends and health!
Every work day, client scenario and meeting is different than the one prior. There is always something new to learn!
Subscribing to PWL’s investment philosophy allows for quality financial advice to serve at the forefront of every client interaction.
I am a foodie. To add to that, MasterChef, Hell’s Kitchen and Kitchen Nightmares are some of my favorite TV shows. Pretty much anything involving food!
Check our FAQs for common questions. If you can’t find what you’re looking for, reach out to us and we will be happy to respond.
PWL Capital has a fiduciary duty to its clients, which means we have a legal responsibility to always act in your best interests. We take that responsibility very seriously.
We focus on understanding our clients’ unique circumstances and aspirations and offer the most appropriate solutions at all times.
We work with clients all over Canada.
PWL Capital is honored to work with well over a thousand Canadian families coast to coast. Whether you’re a entrepreneur, business leader, medical professional, close to/ are in retirement, or anything in between, our advisors can help you fund the life you want.
We assist clients in finding and funding a good life. Our portfolio management philosophy relies on academic research that demonstrates that markets are efficient and that prices reflect all available information.
The best way to capture what the markets offer is to have a low-cost, broadly diversified portfolio that matches your risk tolerance.
The term ‘Investable Assets’ includes all liquid and near-liquid assets, including brokerage accounts, retirement accounts, RRSPs, TFSAs, trusts, etc.
It does not include the value of your home, properties, equity in a business, etc. They represent assets we can invest in on your behalf.
We don’t have a limit. We work with all different clients and their families in various financial situations. What matters to us is if we are the right fit through investment philosophy and values.
Book a meeting with an advisor and let’s get to know each other.