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
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
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
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
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 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
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
Email: teodora@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
Tracy-Lee Blom
Tracy is the newest addition to join the Imperial team, responsible for managing the office interactions on all levels, of both the Wealth & Lifestyle Management 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!
Adept at wearing many different hats, Tracy comes with many years of experience within the industry where her main focus has been exceptional customer service, investments, and adhering to regulatory & compliance requirements.
Phone: 905-581-0878
Email: Tracy@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
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
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
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
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
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 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
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
Email: teodora@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
Tracy-Lee Blom
Tracy is the newest addition to join the Imperial team, responsible for managing the office interactions on all levels, of both the Wealth & Lifestyle Management 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!
Adept at wearing many different hats, Tracy comes with many years of experience within the industry where her main focus has been exceptional customer service, investments, and adhering to regulatory & compliance requirements.
Phone: 905-581-0878
Email: Tracy@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
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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