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
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
Email: andrew@imperiallife.ca
Alex Powell,
CPA CA
Alex has a strong passion for creating the highest level of success for all of our clients. He is dedicated to empowering and motivating all his clients to strive for the very best financial future so they can truly enjoy every aspect of their lives.
At his core, Alex follows our company pillars closely as he acts as an advocate for you, your family, and your business while he helps you build a foundation that aligns with your values.
Phone: 905-581-0878
Email: alex@imperiallife.ca
Linda Clark
Responsible for managing the office interactions on all levels, of both the Wealth, Lifestyle Management and MedTax sides of the office. She keeps us on-time, up-to-date, in-the-loop and moving forward meeting each of our client’s goals!
Her focus, adaptability, and strong customer service skills allow her to help our entire team function at a high capacity, while bringing a warm and welcoming energy.
Phone: 905-581-0878
Zach Murray
Zach supports us through a number of daily operations including research and analysis. With his expertise, we can operate at a higher frequency for our clients.
Zach’s Bachelor of Commerce degree and goals to become an established and knowledgeable financial advisor is shown through his incredible drive to not only build a future with our team, but when working to build financial plans for our clients.
Phone: 905-581-0878
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
Email: emilia@imperiallife.ca
Karen Ramirez
With over 10 years of industry experience, Karen has a keen eye for analyzing and sorting all of our client’s financial data, banking, credit card statements, and day-to-day spending patterns. Her evaluation skills and detail-oriented approach allows her to truly understand the spending habits and trends of all of our clients, giving our advisors everything they need to guide you towards success.
Phone: 905-581-0878
Email: karen@imperiallife.ca
Damion Williams
Damion’s talents lie within financial planning and development in support of our advisors. He will create modules, budgets and strategies that help all of our clients get closer to their financial goals and is exceptionally skilled in reporting, process development, and cost optimization. Damion is the true definition of a team player as he does everything within his power to assist others and our clients.
Phone: 905-581-0878
Email: damion@imperiallife.ca
Junning Zeng
With a bachelor’s degree in Telecommunication Engineering and a Graduate Certificate in Mobile Solution Development, Junning is an expert in maintaining data security and ensuring our team has everything they need to be successful.
Junning also supports our team through any technical challenges and equips our systems with the tools required to formulate effective strategies and keep our client’s information safe.
Phone: 905-581-0878
Email: Junning@imperiallife.ca
Faraz Noor
Faraz is an experienced client representative with a respected history of working in both finance and technology throughout his professional career. He is extremely dedicated to helping all of our clients achieve their financial goals and brings his own personal values into everything he does.
Faraz will help you create a strong financial foundation, face challenges head-on, and reflect on how he can improve when it’s presented to him.
Phone: 905-581-0878
Email: faraz@imperiallife.ca
Ann Hutchinson
Ann’s well-rounded experience represents strong analytical skills, staff and office management, event coordination, informational counseling – all the while being a friendly team player.
She approaches all aspects of any job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges. She brings with her an extensive background in customer service.
Phone: 905-581-0878
Email: ann@imperiallife.ca
Cru Smith
Cru is the newest member of our team and comes in with a strong background in finance as our new Accounting Technician. We needed a dedicated, detail-oriented and engaged member to add to our team, and we are beyond excited to bring Cru on-board as an essential addition to our on-going initiatives.
Phone: 905-581-0878
Email: cru@imperiallife.ca
Long Nguyen
A Wilfrid Laurier University graduate with honours in Business Administration and Financial Mathematics, Long brings a scope of investment knowledge that is backed by four years in the financial industry. As the newest member to the Imperial team, Long works to support 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
Email: long@imperiallife.ca
Andrew Dennis, CFP CLU
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
Email: andrew@imperiallife.ca
Alex Powell, CPA CA
Alex has a strong passion for creating the highest level of success for all of our clients. He is dedicated to empowering and motivating all his clients to strive for the very best financial future so they can truly enjoy every aspect of their lives.
At his core, Alex follows our company pillars closely as he acts as an advocate for you, your family, and your business while he helps you build a foundation that aligns with your values.
Phone: 905-581-0878
Email: alex@imperiallife.ca
Linda Clark
Responsible for managing the office interactions on all levels, of both the Wealth, Lifestyle Management and MedTax sides of the office. She keeps us on-time, up-to-date, in-the-loop and moving forward meeting each of our client’s goals!
Her focus, adaptability, and strong customer service skills allow her to help our entire team function at a high capacity, while bringing a warm and welcoming energy.
Phone: 905-581-0878
Zach Murray
Zach supports us through a number of daily operations including research and analysis. With his expertise, we can operate at a higher frequency for our clients.
Zach’s Bachelor of Commerce degree and goals to become an established and knowledgeable financial advisor is shown through his incredible drive to not only build a future with our team, but when working to build financial plans for our clients.
Phone: 905-581-0878
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
Email: emilia@imperiallife.ca
Karen Ramirez
With over 10 years of industry experience, Karen has a keen eye for analyzing and sorting all of our client’s financial data, banking, credit card statements, and day-to-day spending patterns. Her evaluation skills and detail-oriented approach allows her to truly understand the spending habits and trends of all of our clients, giving our advisors everything they need to guide you towards success.
Phone: 905-581-0878
Email: karen@imperiallife.ca
Damion Williams
Damion’s talents lie within financial planning and development in support of our advisors. He will create modules, budgets and strategies that help all of our clients get closer to their financial goals and is exceptionally skilled in reporting, process development, and cost optimization. Damion is the true definition of a team player as he does everything within his power to assist others and our clients.
Phone: 905-581-0878
Email: damion@imperiallife.ca
Junning Zeng
With a bachelor’s degree in Telecommunication Engineering and a Graduate Certificate in Mobile Solution Development, Junning is an expert in maintaining data security and ensuring our team has everything they need to be successful.
Junning also supports our team through any technical challenges and equips our systems with the tools required to formulate effective strategies and keep our client’s information safe.
Phone: 905-581-0878
Email: Junning@imperiallife.ca
Faraz Noor
Faraz is an experienced client representative with a respected history of working in both finance and technology throughout his professional career. He is extremely dedicated to helping all of our clients achieve their financial goals and brings his own personal values into everything he does.
Faraz will help you create a strong financial foundation, face challenges head-on, and reflect on how he can improve when it’s presented to him.
Phone: 905-581-0878
Email: faraz@imperiallife.ca
Ann Hutchinson
Ann’s well-rounded experience represents strong analytical skills, staff and office management, event coordination, informational counseling – all the while being a friendly team player.
She approaches all aspects of any job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges. She brings with her an extensive background in customer service.
Phone: 905-581-0878
Email: ann@imperiallife.ca
Cru Smith
Cru is the newest member of our team and comes in with a strong background in finance as our new Accounting Technician. We needed a dedicated, detail-oriented and engaged member to add to our team, and we are beyond excited to bring Cru on-board as an essential addition to our on-going initiatives.
Phone: 905-581-0878
Email: cru@imperiallife.ca
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