As a healthcare professional, your days are full. You care for others, keep up with medical advancements, and manage a demanding schedule. That leaves little time for financial planning. But as your career grows, so does the complexity of your finances.
At Judd Bisson & Associates Private Wealth Management, we make family financial planning simple, clear, and effective. Whether you're running a clinic or just starting out, we help you make confident decisions—without the stress.
Smart advice for a busy life
With success often comes complexity. You may be approached with random investment offers. Some sound great—but feel outside your comfort zone. We help you evaluate them. We’ll tell you what fits and what doesn’t. You stay in control, and on track.
We focus on practical wealth management strategies that are relevant to medical professionals. That includes setting up Canadian-controlled private corporations to manage business income more efficiently. We can also show you how to use corporate-owned life insurance to enhance tax savings and protect your long-term wealth.
Tax-efficient planning that frees up your time and money
Taxes are one of the biggest barriers to wealth growth. We help you minimize your tax liability by identifying deductions, credits, and smart strategies that put more money back in your hands. Our integrated planning approach includes investment strategy, tax planning, insurance, and estate guidance—all in one clear plan.
You won’t get a binder full of charts and then be left on your own. We stay involved. We keep you updated. And we adjust your plan as your life and practice evolve.
From practice to retirement—full-picture support
Whether you're building your practice, expanding your clinic, or thinking about succession, we’re with you every step of the way. We guide you through key transitions with confidence—from incorporating your business to drawing a steady income in retirement.
Our plans are built for real life. That means more than returns on a screen—it means confidence that you’re making smart decisions today, and security knowing your future is taken care of.
