Services

net worth growth consultation

Net Worth Growth Consultation

Providing cost effective and intelligent tax and financial planning strategies to help you align your practice with your life, keep more of what you earn and build your Net Worth.

comprehensive written financial plan

Comprehensive Written Financial Plan

Whether you are an associate dentist, a matured dentist, or a dentist who wants to transition and retire, there is no better time than now to put a financial plan into action with a written Financial Roadmap.

tax planning for dentists

Tax* Planning for Dentists

A dentist’s largest expense is taxes. We’ve worked exclusively with dentists and dental practices for over a decade and we continue to manage taxes with strategic planning geared to help you keep more of what you earn.

bookkeeping for dentists

Bookkeeping for Dentists

We offer fixed-fee bookkeeping services. This means we do not charge extra or hourly for phone calls, meetings, emails, or responding to queries from the CRA.

estate planning for dentists

Estate Planning for Dentists

Thousands of hours are spent building your estate. How much time is invested in preserving it….and in a tax efficient manner?

incorporation and practice transitions

Incorporation & Practice Transitions

Do not dismiss incorporation on the belief you “spend everything you earn as a dentist”. Incorporation is about providing income in a tax efficient manner, even if you spend everything.

insurance planning for dentists

Insurance Planning for Dentists

You work hard for your future and the security of your family. Which is why it’s so important to be covered against life’s unpredictable circumstances.

dental practice and personal lending

Dental Practice & Personal Lending

TMFD Financial understands that every dental practice has its own unique set of opportunities and challenges that require a more involved financing approach.