We’re a team of accountants & advisors who come from a family of dentists and doctors, so we know first hand the struggles you face as a healthcare professional.
How are we different?
Traditional accountants and advisors deal with clients from multiple industries.
Hence, they do not specialize and never develop an intimate understanding of how dental practices work.
As a result, many do not have time to sit down with dentists to find ways to help you grow your practice and save money along the way – which is what YOU really care about.
We’re here to help you take control of your finances by looking at your big picture, not just one aspect of it. This is our mission.
Your Team of Dental Experts
Ricardo works with you to help you save tax, grow your dental practice, and implement wealth building strategies.
He lives in Etobicoke with his gilfriend, Maribel, and together enjoy nights out dancing salsa music. To stay active, Ricardo plays soccer, squash, and golf.
As a dental profit expert, he helps dentists increase profits, pay less tax, and grow your net worth.
Adam has been in the financial and tax planning industry for over 15 years now focusing in the dental industry.
He works with you to help you save tax, grow your dental practice, and implement wealth building strategies.
He lives in Burlington with his wife, Jackie, daughter Adalyn and their golden doodle, Georgia. Adam is an excellent golf player and loves taking clients out for a round together.
Geoff helps you with Canadian taxation, monthly accounting, as well as CRA audit engagements.
Derek helps you with Canadian taxation, complex corporate restructuring, as well as U.S. taxation.
Breen Law & Carson Law
Dental Office Consulting
Full Contact Marketing
Why did we decide to specialize? Click a name to read more about our story.
So it’s only natural that I’ve helped them with what I love doing most – helping others take control of their personal & practice finances.
I’ve helped my family and now I want to help you, too.
It was at that firm where I met Adam, actually.
So it only seemed natural that when Adam and I parted ways with our old firm, that we team up and focus on who we know most: dentists.
Let’s Get Started
Ready To Take Action? Let’s Build Your Practice & Save You Tax
1100 Burloak Drive Unit 300
+1 (888) 450-4111
300-1100 Burloak Drive, Burlington, ON L7L 6B2