The Financial Literacy Counsel offers integrated financial, tax, and legal answers to help physicians and dentists reach their goals and balance their professional and family commitments.
A dedicated long-term Relationship Manager will stand alongside you and work with a team of specialists to build and maintain a solid financial house that integrates:
- Incorporating Your Practice
- Banking, Lines of Credit and Real Estate
- Life, Disability and Critical Illness Insurance
- Tax, Investment, and Retirement Planning
- Buying or Selling a Practice
Whether you are a medical student, resident or practicing physician, contact Alphil Guilaran today to book a no obligation private appointment and learn more about how we serve medical professionals.
Alphil Guilaran
Executive Director
604.687.7773
