The concept for our firm originated some three decades ago when founder and CEO, Mike Lakhani decided to combine his accounting background with financial planning skills to help clients meet their retirement goals. In the early 2000’s, dentists in Ontario were permitted to incorporate and a decision was made to focus our services on dentists and dental specialists.
Fast forward to today, and while the core of what we do hasn’t changed much over the years, our team, service menu and capabilities have grown immensely. Forty employees now operate out of four offices in Ontario – Toronto, Mississauga, Oshawa and Ottawa. Together, our client facing team has over two hundred years of financial services industry experience and collectively we hold over twenty professional designations in accounting*, financial planning and investment management disciplines. Our mission is simple; “We enrich the lives of dentists and their families by providing a comprehensive and integrated set of accounting*, planning and consulting services through one point of contact.”
We are very excited to announce our new name, TMFD Financial and our new tagline Helping Dentists Build Wealth.
Why change our name and brand? Quite simply, to better highlight who we are and what we do. While TMFD Financial – TMFD Financial, describes one of our most important services, and is a necessary function for every dental professional, we offer so much more than completing tax* returns. The decision to rename and rebrand was the result of hearing many times over, “I didn’t know you provided services other than tax* returns and accounting*.” Everything we do is aimed at increasing the net worth of our chosen clientele – dentists and dental specialists.
“We enrich the lives of dentists and their families by providing a comprehensive and integrated set of accounting*, planning and consulting services through one point of contact.”
The value proposition for you and your peers focuses on three key areas: accounting*, planning and consulting. Our accounting* service bundle includes bookkeeping, payroll, financial statement preparation and both personal and corporate tax* return preparation and filing. The planning group focuses on providing a holistic wealth management solution including a comprehensive financial plan, investment management, retirement planning and estate planning services. Our consulting team provides complete practice management support including practice assessments, practice improvement plans and practice succession and transition plans.
We feel fortunate to have grown from one office in Mississauga with a handful of local dentists, to a multiple-office operation with hundreds of dentists and dental specialists province wide. Thank you to all our clients who have helped make this possible!
But, we aren’t stopping here. In fact, we aspire to become “The premier, national provider of integrated financial and practice management solutions for dentists and dental specialists from graduation through retirement.” In order to realize this goal, we will continue to put our client’s interests first, increase our knowledge base and expand our suite of services for dentists and dental specialists.