Helping Canadian Physicians Live The Life They Want

Creating financial plans for physicians across Canada

You work hard to earn a living, is your money working hard for you?

  • You live a busy life and probably have enough on your plate as it is.

  • Becoming an expert in finances shouldn’t be yet another thing on your to-do list. 

  • You like the idea of getting support but don’t know who to trust.

  • You don’t want to deal with pushy salespeople or be someone’s ‘target.’

  • You deserve to have your biggest questions around money answered.

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

It's time to start

In a recent survey of doctors I got these surprising results.

 

I asked them how confident they felt that they were using their corporations efficiently from a tax perspective.

80%

said they were either not at all confident or only somewhat confident.

When asked where they were in financial planning

58%

said they were confused as to where to start or didn't know who to trust.

So I decided to change this.

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. 

 

Now that I'm a planner, I see why so many Canadians are unsure how to invest their money. There are so many options and even the experts seem to disagree.

 

No wonder most Canadians are confused and don't know where to start. 

 

As a planner, I'm changing this. 

 

A fee-based financial plan answers the biggest questions around investing with cold, hard facts. Plans should be evidence-based, not based on opinions or preferences. 

 

We are different because we offer virtual fee-based planning across Canada. You can get a plan without having to commit to a product. 

FEATURED IN

How it works

Looking for clarity around your financial options? Here's how we achieve it:

1. Book a Discovery call

First, let’s find out which path makes the most sense for you. During our half-hour call we’ll discover how best to move forward. 

2. Vision casting meeting

Every good journey starts with the end in mind. In this meeting you paint your goals in vivid colour and get to the heart of what’s most important to you in life and in money.

3. Data review

In this meeting we get clear on the milestone markers and resources for your financial journey. 

4. Presentation of findings

Here we lay out the entire roadmap based on the information we’ve gathered and the conversations we have. We also make sure all your top questions have been answered.

An investment account not rooted in a plan is written on the rain.

- Nick Murray

Why work with me?

I sit on your side of the table and keep top of mind what’s most important to you

 

I offer solutions based on history and evidence.

You want some questions answered

  • Do I pay off debt or invest? 

  • Do I keep money in my corporation or take it out?  

  • Am I making the most of my corporation? 

I answer all those questions by paying attention to what’s most important to you and the details.

Services

Fee-based financial plan

We create a specific roadmap tailored to your exact needs to hit your goals. 

Portfolio analysis

Want to make sure you’re making the most of your existing investments?  

Testimonials

Here is what clients are saying about working with me

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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