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    For Canadian Healthcare Professionals & Immigrant Families

    You work hard. You earn well.
    So why does it still feel like you're
    one bad year away?

    Wealth Rx is a three-part financial clarity system built by two immigrants who learned the hard way — so you don't have to.

    Book Your Free Clarity Call
    799+clients helped since Jan arrived in Canada in 2010
    9+years serving healthcare professionals
    $0cost for your Wealth Rx Clarity Call
    Free Training

    "How To Protect Your Income, Shield Your Family, And Build Real Wealth — While Finally Outrunning The Ever-Growing Appetite Of The CRA"

    800+
    Families helped
    since 2015
    We Work WithGP PhysiciansRegistered NursesHospitalistsTravel NursesHealthcare WorkersImmigrant Families
    Does This Sound Familiar?

    The quiet financial stress nobody in your circle talks about.

    For Healthcare Professionals

    🏥

    High income. No real plan.

    You earn good money but feel like you have nothing solid to show for it. The corporation exists. The RRSP gets contributions. But nothing is connected into one real strategy.

    📋

    Your disability coverage is probably wrong.

    Group insurance was built for regular employees — not physicians with professional corporations. The actual payout can be 40% lower than what the policy says.

    🏛️

    CRA takes more than it should.

    Most Canadian GPs are overpaying tax every year because nobody has reviewed their corporate setup since the 2018 federal rule changes.

    No retirement target. Just a vague hope.

    Not a number. Not an age. Just “whenever I can.” Most Canadian doctors have never had someone build them a real retirement date.

    For Immigrant Families

    🌏

    Nobody explained how this system works here.

    Credit scores. Tax structures. Insurance. The Canadian financial system was not designed with you in mind.

    ✍️

    You've signed things you didn't fully understand.

    Because you were too polite — or too embarrassed — to ask. We know that feeling personally.

    🤝

    You trusted the wrong advice.

    Friends. Colleagues. Advisors who didn't understand your situation. We've been there too.

    📈

    You're working hard but don't know if it's enough.

    Without a real plan, every financial decision still feels like a guess.

    0in 4

    Canadian physicians plans to keep working past their ideal retirement age — not by choice, but because they can't afford to stop

    0%

    of Canadian physicians are concerned about inflation quietly eroding their retirement savings

    0%

    of physicians without a financial advisor say they simply haven't found one they actually trust

    The Wealth Rx System

    Three things. One coordinated plan.

    Most advisors look at one part of your finances. Wealth Rx connects all three — so nothing falls through the gaps.

    Pillar One

    Tax & Corporation Optimization

    We look at how your professional corporation is set up and how you pay yourself. Most Canadian GPs have never had a proper review since the 2018 federal tax rule changes — and are quietly overpaying CRA every year without knowing it.

    Most clients find a five-figure annual tax saving in Year 1
    Information is for educational purposes only and does not constitute tax or legal advice. Tax savings estimates are illustrative. Individual results vary. Consult a licensed accountant.

    Pillar Two

    Income & Family Protection

    We audit your disability and life insurance against your real income — not just the number on the policy. For physicians with professional corporations, the actual payout is often 40% lower than expected. We find that gap and close it.

    Your family is protected if something happens — wherever they live
    All insurance products are subject to underwriting approval. Coverage amounts and terms vary by insurer and policy.

    Pillar Three

    Retirement Clarity

    We build a real retirement timeline — a specific target age, a specific number, and a clear path using your corporation, RRSP, and TFSA in the right order. Not a 60-page document. A plan you actually understand.

    Know exactly when you can stop working — on your terms
    Retirement projections include non-guaranteed values based on current assumptions. Individual results will vary.

    "We don't just sell products. We build a plan — and explain every part of it until you genuinely understand it."

    Book Your Free Wealth Rx Clarity Call

    Who This Is Built For

    This is not for everyone. It was built for you specifically.

    🩺

    GP Doctors

    Canadian GP Doctors Aged 30–50

    You started earning real money in your early 30s. You have a professional corporation. But your tax, protection, and retirement are three separate things that nobody has connected into one real plan.

    • Family medicine and general practice physicians
    • Earning through a professional corporation
    • No employer pension — retirement is entirely on you
    • Feeling financially behind despite a good income
    👩‍⚕️

    Healthcare Professionals

    Nurses, Hospitalists & Healthcare Workers

    High income. Demanding schedule. Very little time left to think about your financial future. You need a plan that works without needing you to manage it every single month.

    • Registered nurses and travel nurses
    • Hospitalists and allied health professionals
    • High income with no clear wealth-building structure
    • Protection gaps most employers never address
    🏡

    Immigrant Families

    Immigrant Parents Building in Canada

    You came to Canada with big goals and a strong work ethic. But nobody gave you a financial roadmap. You deserve plain-language advice from someone who has been exactly where you are — because we were.

    • Families new to the Canadian financial system
    • Obligations in Canada and back home
    • Building savings and protection from the ground up
    • Looking for advisors who truly understand your world

    Real Results

    What changes when you finally have a real plan.

    Hospitalist — Internal Medicine — $240K/year

    "I had a corp, a big tax bill every year, and no clear retirement date. Just — whenever."

    Dr. J came with a professional corporation that had never been properly optimized, a disability policy that wouldn't cover his real expenses, and no retirement plan at all. Three separate advisors with no coordination.

    • Cut annual tax bill by five figures in Year 1
    • Replaced disability coverage with a physician-specific policy
    • On track to step back from full-time work in his late 50s
    • Has a specific retirement age — not "whenever"

    Client story shared with permission. Name changed for privacy.

    Results are based on actual client outcomes. Individual results will vary based on personal financial circumstances, health status, age, and other factors. No specific outcome is guaranteed. Tax savings referenced are estimates based on individual client situations.

    Family Medicine / Locum Work — $210K/year

    "I've been a doctor for 7 years and I genuinely have no idea if I'm actually building anything."

    Dr. S was juggling clinic and locum work with money scattered across three accounts. Her disability policy would have paid less than $4,000/month on her $210K income. No retirement target. No plan connecting anything.

    • Closed a disability gap of over $6,000 per month
    • Built a clear corp, RRSP, and TFSA strategy
    • Automated savings system — no monthly thinking required
    • Clear age-60 retirement target for the first time

    Client story shared with permission. Name changed for privacy.

    Results are based on actual client outcomes. Individual results will vary. Coverage improvements are subject to underwriting approval.

    Free 45-Minute Call

    Your free Wealth Rx Clarity Call. Here is exactly what you get.

    No product pitch. No obligation. You walk away with real clarity — probably for the first time.

    01

    Tax Gap Review

    We look at your corporation and income setup and find where CRA is taking more than it should.

    02

    Protection Snapshot

    We check what your disability and life coverage would actually pay — given how your income really flows.

    03

    Retirement Check

    We tell you honestly if you are on track — and what it takes to get a real retirement date you can plan around.

    Book Your Free Wealth Rx Clarity Call

    No obligation. No sales pitch. You keep the clarity whether we work together or not.

    Why Wealth Rx

    We're not a call centre.
    We're your brokers.

    Jan and Nolibelle work with you directly. No hand-offs. No scripts. You get straight answers from people who understand both the financial system and what it's like to build a life in Canada.

    As independent brokers, we're not tied to one company. We shop the market so you get the best product at the best price — every time.

    Meet Jan & Nolibelle
    🇨🇦

    Pan-Canadian

    Licensed in ON, MB, NB, NS, SK

    🏥

    Healthcare Focus

    Deep expertise in medical professional finances

    🔒

    Independent

    We work for you — not an insurance company

    📚

    Education First

    We explain everything so you can decide with confidence

    No obligation. No pressure.

    Ready to get clarity on your finances?

    Book a free 30-minute call. We'll listen, answer your questions, and tell you honestly whether we can help.

    Book Your Free Call