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Modern medicine is evidence-based.
​So is modern finance.

We stand on the shoulders of giants: 

From Harry Markowitz to Claudia Goldin, academics have built their theories on a century of market data.


Whether you choose a Do-It-Yourself approach to investing or you wish to delegate that to us, we will help you implement an investment strategy based on the following principles: 

Low-Cost Investing

You get what you don't pay for. By keeping investment costs low, you keep more for yourself.

Passive Investing

Index-based investment products allow for greater diversification and reduce human error from trying to pick winners.

Efficient Markets

You can't outsmart the market.  Index-based investing allows for the market to work for you, while keeping costs low.

Risk Tolerance

Having a portfolio that matches your appetite for risk will help you stay invested when markets tumble.

Factor Investing

Researchers have identified the various characteristics that distinguish one risk from another. We target these risk factors.

Our Investment Fees

We know physicians have different remuneration models and complexities. 

  • Some are salaried. 
  • Most are self-employed and incorporated. 
  • Some have a mix of both. 
  • Some physicians may even be entrepreneurs.
  • Some have cross-border taxation concerns.

That's why we believe in a more equitable asset management fees that meets your needs.   

What am I paying you for?

Our investment fee grants you access to our full-service management of your household finances.


You get to meet with us up to four times a year to keep track of your ongoing projects. 


Every meeting, we review your progress, update your financial picture and we agree on the next steps to bring you closer to reaching your goals.

How much will this cost me?

1% fee up to the first $1 million

You work hard to build wealth and we keep our fees low to help you grow your wealth as fast as possible. 

Flat-fee starting at $10,000 for clients above $1 million

Once you reach a $1 million, we charge a flat-fee on invested assets at starting at $10,000 per year. If your portfolio grows, you still pay the same fee.  

Ethical Financial Advice

You practice ethical medicine. We practice ethical financial advice. Our fee models are simple, transparent and written in our letter of engagement.


No fine print.

No hidden fees.

No hidden compensation.

Book your 30-Minute Money MRI

This is your first step to getting your finances BACK ON TRACK so you can be the doctor you always wanted to be!

30-Minute Money MRI