Our Story
Our team specializes working with physicians and supporting all of their financial advisory needs
Our Story
Our team specializes working with physicians and supporting all of their financial advisory needs
What You Can Expect From Us
Our clients have achieved some of the highest levels of education available, having undergone hundreds of exams that relied on their individual skills to be successful. But while self-sufficiency was the key to success in medical school, this does not necessarily translate to running a successful business. In order to manage a business effectively, doctors need to build out a team of experts who can oversee the day-to-day tasks, so that they can focus their time on their expertise – patient care.
The truth is, doctors are experts when it comes to delegating tasks. It comes second nature to them in the hospital, as they work in unison with nurses and assistants to deliver optimal patient care. But in the boardroom, they revert to the mentality of having to take on everything alone – even when they’re qualified to do the work.
These business problems are what lead to the inception of Imperial. When it comes to financial management, we’re experts in our field. We instill confidence in our clients to be able to trust us enough to manage the finances of their business, so that whether they’re delivering patient care, or spending time with their family, or even taking a holiday, they can rest assured that their business is in good hands.
What You Can Expect From Us
Our clients have achieved some of the highest levels of education available, having undergone hundreds of exams that relied on their individual skills to be successful. But while self-sufficiency was the key to success in medical school, this does not necessarily translate to running a successful business. In order to manage a business effectively, doctors need to build out a team of experts who can oversee the day-to-day tasks, so that they can focus their time on their expertise – patient care.
The truth is, doctors are experts when it comes to delegating tasks. It comes second nature to them in the hospital, as they work in unison with nurses and assistants to deliver optimal patient care. But in the boardroom, they revert to the mentality of having to take on everything alone – even when they’re qualified to do the work.
These business problems are what lead to the inception of Imperial. When it comes to financial management, we’re experts in our field. We instill confidence in our clients to be able to trust us enough to manage the finances of their business, so that whether they’re delivering patient care, or spending time with their family, or even taking a holiday, they can rest assured that their business is in good hands.
Your Team
Your Team
Andrew Dennis
CFP, CLU, TEP
Andrew has the keen ability to understand the values and goals of every client he works with before creating a financial structure. He commits himself to developing personal connections so he can gather key information, and will take the time to review every personal and wealth objective all of our clients have before tailoring the perfect management plan.
Phone: 905-581-0878 ext. 101
Email: andrew@imperiallife.ca
Zach Murray
CFP
Zach’s goal is to provide his clients with the knowledge to make an informed decision. His ground up approach to financial planning focuses on alleviating the heavy tax burden that plagues high income earners and ensures that they have a holistic strategy for their finances.
His Certified Financial Planner designation, Insurance license and accounting degree give him the keen insight to help you develop an integrated financial plan.
Phone: 905-581-0878 ext. 104
Tristen Qaderi
CFP, CLU, CHS
Tristen Qaderi, holding CFP, CLU, CHS designations, has a seasoned background with top Canadian banks and firms like Investors Group, Sun Life Financial, and Canada Life. His expertise spans financial services, including retirement, estate, and tax planning, alongside risk and investment management. Tristen is dedicated to forging lasting connections, guiding clients through their financial landscapes with clarity and precision.
Phone: 905-581-0878 ext. 112
Email: tristen@imperiallife.ca
Emilia Romano
Emilia brings a strong passion for all things creative and marketing to our team. Her extensive background in brand awareness, business development, and graphic design allows her to thrive in a multitude of areas.
Her drive, leadership, organization, and loyalty to both MedTax, and Imperial Lifestyle Management are reflected in the incredible work and support she brings to our team.
Phone: 905-581-0878 ext. 105
Email: emilia@imperiallife.ca
Long Nguyen
A Wilfrid Laurier University graduate with honours in Business Administration and Financial Mathematics, Long brings a scope of investment knowledge backed by four years in the financial industry. As a member of the Imperial team, Long supports the Advisory Team in cash flow management and tax planning.
He sets his target on becoming a trusted investment advisor and strives to steward clients through the complexity of the financial system. Long advocates for educating clients in order to create financial sustainability.
Phone: 905-581-0878 ext. 110
Email: long@imperiallife.ca
Teodora Obradovic
A McMaster University graduate with an Honours Bachelor of Commerce in Finance, Teodora Obradovic brings two years of experience in investment management and financial analysis from a private equity firm. She supports the Advisory team by analyzing clients’ financial situations, aiding in cash flow management and tax planning.
With a passion for financial planning, Teodora is currently pursuing her CFP designation. Her goal is to advance in investment management, helping clients achieve their investment goals and secure their financial futures.
Phone: 905-581-0878 ext. 116
Email: teodora@imperiallife.ca
Tracy-Lee Blom
Tracy is a valued member of the Imperial team, responsible for managing office interactions across both the Wealth and Lifestyle Management sides of the business. She keeps the team on time, up to date, in the loop, and moving forward toward each client’s goals.
Adept at wearing many different hats, Tracy brings many years of industry experience, with a strong focus on exceptional client service, investments, and adherence to regulatory and compliance requirements.
Phone: 905-581-0878 ext. 103
Email: Tracy@imperiallife.ca
Mannat Bhalla
Mannat, a University of Toronto graduate, integrates Psychology, Business, and Sociology with strategic marketing. She applies data, content, and behavioral insights to drive brand growth. Her focus is helping elite professionals connect meaningfully with their audience through targeted campaigns, smart storytelling, and results-focused execution.
Phone: 905-581-0878 ext. 120
Email: mannat@imperiallife.ca
Annabella Simon
Annabella, a McMaster Political Science graduate, crafts personalized financial strategies for physicians. With a background in wealth management, she focuses on tax planning, cash flow, and long-term growth. Bella is committed to guiding clients with clarity and confidence throughout every stage of their financial journey.
Phone: 905-581-0878 ext. 118
Email: annabella@imperiallife.ca
Milica Zerajic
Milica, a Toronto Metropolitan University International Economics and Finance graduate, brings experience in investment planning, credit solutions, and client advisory services. She is committed to delivering clear, confident financial guidance tailored to each client’s goals.
Phone: 905-581-0878 ext. 121
Email: milica@imperiallife.ca
Victoria Kent
Victoria, a Master of Law graduate and CSC® candidate, supports clients with a detail-oriented, relationship-focused approach. With experience in compliance, onboarding, and high-net-worth client service, she is committed to delivering clear, professional financial guidance tailored to each client’s needs.
Phone: 905-581-0878 ext. 122
Email: victoria@imperiallife.ca
Andrew Dennis – CFP, CLU, TEP
Andrew has the keen ability to understand the values and goals of every client he works with before creating a financial structure. He commits himself to developing personal connections so he can gather key information, and will take the time to review every personal and wealth objective all of our clients have before tailoring the perfect management plan.
Phone: 905-581-0878 ext. 101
Email: andrew@imperiallife.ca
Zach Murray – CFP
Zach’s goal is to provide his clients with the knowledge to make an informed decision. His ground up approach to financial planning focuses on alleviating the heavy tax burden that plagues high income earners and ensures that they have a holistic strategy for their finances.
His Certified Financial Planner designation, Insurance license and accounting degree give him the keen insight to help you develop an integrated financial plan.
Phone: 905-581-0878 ext. 104
Tristen Qaderi – CFP, CLU, CHS
Tristen Qaderi, holding CFP, CLU, CHS designations, has a seasoned background with top Canadian banks and firms like Investors Group, Sun Life Financial, and Canada Life. His expertise spans financial services, including retirement, estate, and tax planning, alongside risk and investment management. Tristen is dedicated to forging lasting connections, guiding clients through their financial landscapes with clarity and precision.
Phone: 905-581-0878 ext. 112
Email: tristen@imperiallife.ca
Emilia Romano
Emilia brings a strong passion for all things creative and marketing to our team. Her extensive background in brand awareness, business development, and graphic design allows her to thrive in a multitude of areas.
Her drive, leadership, organization, and loyalty to both MedTax, and Imperial Lifestyle Management are reflected in the incredible work and support she brings to our team.
Phone: 905-581-0878 ext. 105
Email: emilia@imperiallife.ca
Long Nguyen
A Wilfrid Laurier University graduate with honours in Business Administration and Financial Mathematics, Long brings a scope of investment knowledge backed by four years in the financial industry. As a member of the Imperial team, Long supports the Advisory Team in cash flow management and tax planning.
He sets his target on becoming a trusted investment advisor and strives to steward clients through the complexity of the financial system. Long advocates for educating clients in order to create financial sustainability.
Phone: 905-581-0878 ext. 110
Email: long@imperiallife.ca
Teodora Obradovic
A McMaster University graduate with an Honours Bachelor of Commerce in Finance, Teodora Obradovic brings two years of experience in investment management and financial analysis from a private equity firm. She supports the Advisory team by analyzing clients’ financial situations, aiding in cash flow management and tax planning.
With a passion for financial planning, Teodora is currently pursuing her CFP designation. Her goal is to advance in investment management, helping clients achieve their investment goals and secure their financial futures.
Phone: 905-581-0878 ext. 116
Email: teodora@imperiallife.ca
Tracy-Lee Blom
Tracy is a valued member of the Imperial team, responsible for managing office interactions across both the Wealth and Lifestyle Management sides of the business. She keeps the team on time, up to date, in the loop, and moving forward toward each client’s goals.
Adept at wearing many different hats, Tracy brings many years of industry experience, with a strong focus on exceptional client service, investments, and adherence to regulatory and compliance requirements.
Phone: 905-581-0878 ext. 103
Email: Tracy@imperiallife.ca
Mannat Bhalla
Mannat, a University of Toronto graduate, integrates Psychology, Business, and Sociology with strategic marketing. She applies data, content, and behavioral insights to drive brand growth. Her focus is helping elite professionals connect meaningfully with their audience through targeted campaigns, smart storytelling, and results-focused execution.
Phone: 905-581-0878 ext. 120
Email: mannat@imperiallife.ca
Annabella Simon
Annabella, a McMaster Political Science graduate, crafts personalized financial strategies for physicians. With a background in wealth management, she focuses on tax planning, cash flow, and long-term growth. Bella is committed to guiding clients with clarity and confidence throughout every stage of their financial journey.
Phone: 905-581-0878 ext. 118
Email: annabella@imperiallife.ca
Milica Zerajic
Milica, a Toronto Metropolitan University International Economics and Finance graduate, brings experience in investment planning, credit solutions, and client advisory services. She is committed to delivering clear, confident financial guidance tailored to each client’s goals.
Phone: 905-581-0878 ext. 121
Email: milica@imperiallife.ca
Victoria Kent
Victoria, a Master of Law graduate and CSC® candidate, supports clients with a detail-oriented, relationship-focused approach. With experience in compliance, onboarding, and high-net-worth client service, she is committed to delivering clear, professional financial guidance tailored to each client’s needs.
Phone: 905-581-0878 ext. 122
Email: victoria@imperiallife.ca
Ready to start achieving your financial vision?
Reach out to our team and we will get started on building your future, perfectly designed for you.
Or call us at 905-581-0878.
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