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The Wealth ExchangeAuthor: Nicola Wealth
The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Beyond the Practice: Smart Financial Strategies for Dental and Medical Professionals
Wednesday, 25 February, 2026
In this episode, Ron Haik, Wealth Advisor | Client Relationship Manager at Nicola Wealth, is joined by Karisa Schaitel, Wealth Advisor | Client Relationship Manager and CPA, for a practical discussion on tax planning, estate considerations, and long-term wealth strategy for physicians and dentists. Drawing on their experience advising owner-managed professional corporations across Canada, they explore how financial decisions evolve over the life of a practice, and why proactive, coordinated planning matters. The conversation covers common planning gaps, the risks of siloed advice, cash flow management for growing practices, and the unique considerations around practice ownership, regulatory environments, and exit strategies. They also discuss how early planning can expand options later, from leveraging small business tax advantages to preparing for a tax-efficient sale and retirement transition. For medical and dental professionals seeking clarity on how to align their corporate structure, personal goals, and long-term wealth plan, this episode offers a grounded, holistic perspective on building flexibility and protecting it at every stage of the journey.
