TPC Financial

TPC financial group is a comprehensive financial planning firm that specializes in Dental Professionals. They provide holistic planning that addresses all facets of personal and professional finances, with expanded services that supports practice purchase/sale, investment strategy, risk management, corporate structuring, banking, and other areas specific to the dental profession.

They are responsible for the book, Professional Corporations: The Secret to Success, and work with clients all across Canada who are looking to optimize their finances. A financial plan with TPC Financial Group will help professionals create a path to achieve their goals and objectives, while also addressing opportunities for savings within their current structure. Recommendations within TPC’s financial plans are extremely detailed and provide supporting context and analysis to ensure you can feel confident with implementing changes. In addition to financial planning, TPC Financial can also provide practice transition consulting, insurance services, practice bookkeeping, and general investment guidance all in one cohesive package.

Kakeibo members are eligible for a $1000 discount on a full financial analysis and onboarding!