Author
Speaker
father & husband
finance nerd
I’ve been a Certified Financial Planner for over 30 years, and working with doctors for the last 20 years. I’ve seen a lot of what works—and what doesn’t—with doctors.
You’ve worked hard for your money. You invested thousands in med school, ate a ton of cheap noodles, and spent years studying. Or you've practiced for years and you want to leverage the income you've worked so hard for.Now it’s time to enjoy the fruits of your labour.
I help doctors understand their financial options so they can decide with their heads and hearts.
Hey, I’m Adrian, your new partner in financial planning.
Your life and business are filled with many moving parts as a doctor. You need your finances to be simpler, not more complicated.
Your simple prescription for financial well-being
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I remove the noise from your finances, highlight what will make the most impact, and use my financial nerd powers to keep you on track as your life evolves.
At the heart of it all? Your goals, values, and priorities. Which is exactly how it should be.
You deserve better than cookie-cutter advice and constant upsells. That’s where I come in.
But there’s a lot of noise out there about managing your money. And, because you’re a doctor, most banks look to hit their sales targets with you, rather than give you proper, unbiased information.
There’s rarely a right or wrong answer to most financial questions. But there’s almost always a head or heart decision about how you want to manage your money. I help you understand both sides of the equation so we can chart the best course towards achieving your goals.
- How fast should I repay my debt?
- Does incorporating even make sense for me?
- When can we start planning for a family?
- How can I avoid being oversold insurance?
- How can I balance my work and life without burning out?
I’ve worked with hundreds of doctors over the years, and I can’t tell you how many times I’ve been asked questions like:
Here are some reasons why I believe I’m best equipped to support you.
I get it—inviting someone into your financial life can feel complicated, especially if you've received bad advice in the past.
“OK Adrian, but why should I work with you?”
I’ve spoken to thousands of advisors in Canada and the U.S. about how to truly listen, understand, and engage with their clients. I’d love to speak at your next event.
Hear me speak
Ditch the old rules and step onto a path that’s fresh and innovative. I’m in your corner with a sense of humour that makes learning financial stuff way more fun!
Read my book
Dr. Archie Tang
Adrian and his team have been there every step of the way. They are great listeners and made custom plans for my family that addressed all our questions and concerns. They asked great questions and were very thorough. No cookie-cutter solutions here.
"I was referred to Adrian almost 15 years ago now. Through the years my family’s finances and priorities have changed dramatically."
04. REVIEW & ACHIEVE
03. plan solutions
02. values and goals
01. understand
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For the last two decades, I've helped hundreds of Canadian doctors achieve abundance in work and play.
But don't take my word for it