Introducing TMFD Financial
Our Client First Vision
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.
Our Services
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. Learn more about TMFD’s comprehensive services by clicking here.
Our Story
TMFD Financial is different from traditional financial services organizations.
We are a team of diverse and seasoned professionals, working together to provide a wide range of services to our clients – tax* planning, accounting*, bookkeeping, cash management, retirement planning, investment planning, estate planning, and insurance. For our dental clients, we have knowledge and experience in practice metrics and practice valuation.
We have over 400 dentists and dental specialists who we are honoured to serve.
We have 40 employees across four offices in Ontario, collectively holding over twenty professional designations in accounting*, financial planning, and investment management disciplines. Together, we have over 200 years of experience in financial services, helping dentists.
Our mandate is simple: “Enrich the lives of dentists and their families by providing a comprehensive and integrated set of *accounting, planning, and consulting services through one convenient point of contact.”
*All Tax and Accounting services provided by TMFD Professional Corporation, Chartered Professional Accountants