Helping Dentists Protect, Grow, and Transition Their Wealth

As your Financial Curator, we specialize in guiding dental professionals through the complex intersection of practice management, tax optimization, and long-term wealth planning. From setting up the right corporate structure to navigating the sale of your clinic, we help dentists maximize the value of their hard work and protect their legacy.

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Common Triggers for Dentist Clients

We support dentists at critical stages in their career — whether launching, growing, or preparing to sell a practice. Common client triggers include:

✅ Structuring for tax efficiency and income splitting
✅ Using holding companies to separate investments from operations
✅ Setting up corporate-owned insurance for estate and succession planning
✅ Avoiding disqualification from the LCGE (Lifetime Capital Gains Exemption)
✅ Planning an exit that protects value and minimizes tax

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What We Deliver

From incorporation to intergenerational planning, we help dentists align their business structure with personal financial goals. Our services combine tax-smart strategy with trusted advisory — empowering you to grow your wealth inside and outside the practice.

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Downloadable Resources

Access our free dentist-specific checklists and strategy guides — created to help you optimize tax planning, insurance, and practice value.