Making Intelligent Decisions With Imperial Lifestyle Management
We endeavor to be the one-stop solution to your financial planning and management needs.
We take the stress off our clients by allowing them to be medical experts, not financial experts. Our integrated approach closes the gaps since we take care of the details and empower you to make intelligent financial decisions.
Our group specializes in working with new physicians within 5 years of residency or fellowship to help set up and minimize the financial aspects of their practice.
Top 1% of Canadians earns $381,300*
As a part of this elite group Imperial’s services have been specifically tailored for you!
Providing You With The Best Solutions
“I wear too many hats throughout the day”
“there is never enough time in the day to get it all done.”
“ called the bank bounced around from 1 person to the next!”
“I am not good at managing my finances”
“will I ever have work-life balance?”
“my accountant doesn’t give me advice”
“I am worried about having enough to retire and being taxed to death
in the process”
“I need help setting up my practice ”
“my team doesn’t communicate with me”
“The CRA called me today – you deal with it!”
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TRUST
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HIGH
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QUALITY
-
VISIONARY
-
INNOVATIVE
-
POWERFUL
-
EXCELLENCE
-
EXCITING
-
INTEGRITY
Providing You With The Best Solutions
“I wear too many hats throughout the day”
“there is never enough time in the day to get it all done.”
“ called the bank bounced around from 1 person to the next!”
“I am not good at managing my finances”
“will I ever have work-life balance?”
“my accountant doesn’t give me advice”
“I am worried about having enough to retire and being taxed to death
in the process”
“I need help setting up my practice ”
“my team doesn’t communicate with me”
“The CRA called me today – you deal with it!”
-
TRUST
-
HIGH
-
QUALITY
-
VISIONARY
-
INNOVATIVE
-
POWERFUL
-
EXCELLENCE
-
EXCITING
-
INTEGRITY
You Are The Core of What We Do!
Be Proactive
Outside of your mortgage, your tax bill is likely the largest monthly drain on your cash flow. As part of our CFO program, your team will review your banking activity on a monthly basis and make recommendations accordingly to reduce your tax exposure
Listen
We actively listen to you as we build our working relationship, get to know what makes you tick. Data comes in all shapes and sizes, which is why
we review everything to ensure we missed nothing.
Remove Stress
At Imperial, we understand the great importance of proper planning. After combing through all the data collected, we meet as a team to ensure all aspects of your plan are accounted for.
Communicate
Many of us spend far too much time with our heads down and we can’t see forest though the trees. At Imperial, we see the big picture. With your permission, we contact your advisors, lawyers, bankers, accountants to make sure everyone is on the same page.
Manage The Plan
No matter how much information we collect there will always be changes along the way, new babies, houses, cars, etc. Your team will be there to guide you through the process.
Use Debt Effectively
Debt isn’t always a bad word, when used effectively it can help anyone achieve their goals It’s not for everyone, which is why we only recommend solutions involving debt to you if it fits in your plan.
Sound Advice
Knowing the lifestyle you desire in retirement, your team is able to allocate your capital in a way that will keep your goals at the forefront.
Our results
93% of the new families we work with are referred by existing clients.
86% of our clients serve as references, attesting to our ability to deliver powerful results.
93% Client retention since inception in 2011.
WE MAKE IT HAPPEN
Experience the peace of mind in knowing your affairs are being handled by the very best industry experts.
Client of Today
- Recognizes time is an expensive commodity a Income of $250k +
- Medical Professionals
- Decision Makers
- Potential to be incorporated
- Sophisticated traditional investor
- Seeks advice from trusted professionals a Lifestyle focus
- Goal oriented with long-term views a Education is a premium and especially important for their children
- High value on health and wellness a Respected and trusted professionals a Value advice/relationships
- Open-minded, balanced
Our Incorporation Process
Just Starting Out
Our team provides the depth of expertise and breadth of resources to meet the exclusive needs of our professional clients. Our proven process offers both discipline and flexibility to deliver results-oriented financial solutions all within a simplified process.
Our Process Includes
- Search & Reserve Corporate Name
- Preparation of Incorporation Documents
- Filing of Incorporation Documents with Governing Bodies a Corporate Minute Book
- Corporate Share Certificates
- Corporate Organization
- Personalized By-laws & Organizational Resolutions
- Personalized Registers & Ledgers
- Corporate Seal
- Client Confidentiality & Canadian Privacy Protection
Value Added Services We Provide:
- Contact all hospitals you are accredited with to ensure all future income is paid to your corp
- Meet with your banker to set up corporate accounts
- Review your expenses which corporation can pay
- Tax advice for more efficient results
- Corporate tax return completed by our team at half price for the first year
- Phone/Text & Email Support