Helping Physicians Across Canada Live The Life They Want
Fee-For-Service Financial Planning for Physicians and Business Owners Across Canada
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, where to invest, and how to make the most of your corporation,
It's time to start
Why physicians work with me
Most physicians I work with aren't confused because they're bad with money. They're confused because the advice they find online wasn't written for someone running a corporation, managing a busy practice, and trying to build wealth at the same time.
The questions I help you answer:
How do I use my corporation efficiently?
Where should I be investing?
Am I actually on track for retirement?
What insurance do I need and what's just noise?
When you work with me, you get a flat-fee financial plan built specifically for your situation. The recommendations are driven by your data and your goals. From there, some clients implement with me. Some go elsewhere. Either way, the advice is the same.
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
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. That's what made me passionate about helping physicians with their finances.
I believe financial planning is not a one-size-fits-all approach. That's why I take the time to understand your specific situation and build a plan around your goals, not a template.
As a Certified Financial Planner with a Masters in Education, I love making complex financial concepts simple. I've worked with physicians and business owners from Victoria to Halifax, and everywhere in between, and I'd love to help you do the same.
Want to hear more from me? Listen to the podcast.
Trusted by physicians and featured in:
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.
Here's what clients have to say: