Helping Physicians Across Canada Live The Life They Want

Fee-Based Financial Plans, Investments, and Insurance Strategies that Make a Difference

 

Helping Physicians Across Canada Live The Life They Want

Financial Plans, Investments, and Insurance Strategies that Make a Difference

 

 If you’re ready to find out how much to save, in which investments and which accounts and make the most of your corporation…

It's time to start

Overwhelmed by your options when it comes to your finances?

With years of experience working closely with physicians, I understand the unique challenges and opportunities that come with your profession.

I am here to demystify the complex world of finance, break down barriers, and provide you with a personalized roadmap to navigate your financial journey with confidence.

When you partner with me to create a financial plan, I will answer your specific questions around investments, insurance and corporate strategies. Using data, I will give you the best options that will lead to your financial success.

My Mission

is to add significant value

 

to my clients' lives by creating a clear path

 

to help them achieve their financial & personal goals

Galen Nuttall - M.Ed, CFP

Galen Nuttall - M.Ed, CFP

Member of Caldwell Wealth & Estate Advisory

 
 
 

Hi, I'm Galen.

I grew up watching my dad (a now-retired nephrologist) struggle to make good decisions around his money. It felt like everyone wanted time with him to pitch the latest and greatest financial product. 

Watching this is what makes me passionate about helping physicians with their finances.

I believe that financial planning is not a one-size-fits-all approach.

That's why I take the time to listen, understand your aspirations, and tailor a comprehensive plan that aligns with your goals.

Whether you're aiming to maximize your corporation, invest wisely for retirement, protect your family's future, or build wealth, I am committed to guiding you every step of the way.

 FEATURED IN

 
Beyond MD podcast with Dr. Yatin Chadha
 
The Globe and Mail Logo
 
Physician Empowerment Podcast
 
Rx for Success Podcast with Dr. Randy Cook

 How it works

How you’ll achieve clarity around your financial future:

1. Set a Goal

We’ll get to the heart of what’s most important to you in life and in money.

2. Map the Journey

We’ll show you the steps to take to get there through a personalized financial plan tailored to your situation.

3. Take Action

Follow the steps in financial plan to reach your goal. You are free to implement this plan with us or elsewhere.

 

Testimonials

  • “Galen has in-depth knowledge of corporate planning and helps us utilize tax-efficient strategies to get us to our goals faster. I can trust Galen to provide me with advice that will serve my family and our goals and be informed of changes and the best way to adapt to them."

    Dr. Sina Sajed, MD

  • "I'm currently located in Vancouver, BC, and Galen is Ontario based. This was a non-issue and working together online turned out to be greatly to our advantage... He has taken the time to educate me and spend the time needed to ensure I am making good decisions. This was AFTER he first invested in me and what I am about."

    Jennifer Pereira, Business Coach

  • "Galen has spent several hours teaching me about the financial world... He is great at explaining things and is great at creating visuals for visual learners. He has helped me think about my future financial goals and make realistic action plans to achieve them."

    Erfan Vafaie, Entomologist

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