Affiliations & Credentials
Accredited, regulated, and connected.
Backed by recognized professional designations, industry bodies and regulators.
We are an unbiased, independent, advice-only planning practice. We coordinate investments, tax, cash flow, retirement income, corporate structures, and family planning into one clear plan, so you can make confident decisions and keep it current year after year.
For physicians and clients whose personal, corporate, tax and estate decisions need to work together.
Doctors at every stage, from residency and locum work to incorporated practice, making compensation, tax, corporate investing, practice-model and retirement-income decisions.
Planning for physicians ->Owners and families coordinating corporate assets, tax, succession, estate planning and intergenerational wealth while protecting family harmony and after-tax wealth.
You likely already have an accountant and an investment advisor.
What's missing is someone coordinating the whole picture - personal and corporate - beyond the next quarter. We give you a clear view of where you stand, what you can afford, and what to decide next. Good planning pays for itself in smarter investing, lower tax, and coordinated cash flow.
Great financial decisions aren't made once. We begin with a comprehensive plan, help you put it in place, then stay alongside you as life, markets and tax rules change.
A comprehensive, holistic plan covering income, tax, investments, risk and estate - so every part of your situation works in sync.
We translate the plan into clear, prioritized actions, explained in plain language so you know exactly what to do and when.
Life changes, and so should your plan. We review annually, fine-tune your income and tax strategy, and answer your questions year after year.
Each client's situation is different and results vary. Here is what one recent plan delivered for a couple.
We would like to thank Ken Doll for the professional manner in which he handled our financial planning. The results of his hard work will allow us to make the right decisions we need ... We would highly recommend Ken.
- Dr. Wendell & Mrs. Jeanine OlsenBacked by recognized professional designations, industry bodies and regulators.
Email us directly at info@bracketplanning.ca, or book a call to start the conversation.