Bespoke Wealth Advisory for Canadian Physicians & Entrepreneurs

Exclusive financial guidance for high‑net‑worth doctors and business owners – preserve your wealth, minimize taxes, and build a lasting legacy

Success Has It’s Challenges

Even success comes with complexity. As a busy incorporated professional, you may face:

📄 High Tax Pressures: Without careful planning, a significant portion of your income (often 50%+ at top rates) can be lost to taxes.

🧩 Complex Finances: Juggling personal and corporate accounts, investments, and expenses is time-consuming and confusing.

⬇️ Missed Opportunities: Lack of specialized advice can mean underutilized strategies – from corporate investment options to retirement and estate planning – leaving money on the table.

Dave Wiitala, founder and lead strategist

*30+ years of experience

At EverNorth Wealth Advisory, we offer a distinctive partnership built for your success. Here’s what sets us apart:

  • Niche Expertise in Incorporated Wealth: We specialize in integrated tax and investment strategies for incorporated physicians and entrepreneurs. Your personal and corporate finances are harmonized to maximize after-tax wealth.

  • Personalized “Bespoke” Strategies: No cookie-cutter plans – each wealth plan is tailored to your unique goals, family situation, and business structure. We craft bespoke solutions whether you’re growing your practice or planning your business succession.

  • Experienced & Credentialed Advisors: Your team consists of dedicated experts, including CFPs, CPAs, registered Portfolio Managers, Private Wealth Advisors, Insurance experts, etc. who have years of experience guiding high-net-worth clients. We put your interests first with unbiased advice and meticulous attention to detail.

  • White-Glove Service & Support: Enjoy a concierge-level experience – proactive communication, regular financial checkups, and coordination with your accountants or lawyers. We handle the heavy lifting so you can focus on what you do best.

Building a Foundation – Early Success: *Designed for high-income professionals in the early stages of wealth-building. This program ensures you start off right, laying a strong financial foundation from day one. (Ideal for those beginning to invest seriously, aiming to “get it right the first time.”)

Securing the Future – Growth Phase: For established physicians and business owners who’ve accumulated $1M+ in investable assets and earn $250K+ annually. We deploy advanced strategies to elevate your wealth to the next level, from sophisticated tax planning to diversified investment opportunities.

Preserving Wealth – Legacy & Estate: Built for affluent families with $5M+ in assets. We ensure your wealth is working as intelligently as possible and craft a comprehensive plan that addresses complex family dynamics, legacy goals, and wealth preservation for future generations.

Our Proven 3-Step Process

  1. 🗓️ Schedule a Consultation: *Start with a free, no-obligation discovery call. We’ll discuss your goals, current financial setup, and answer your initial questions. (This personal meeting establishes comfort and trust.)

  2. 📊Receive Your Custom Plan: After our analysis, we present a tailored wealth strategy just for you. This comprehensive plan covers tax optimizations, investment allocations, retirement projections, and more – all explained in plain language.

  3. 🎯Implement & Enjoy Ongoing Support: We handle the implementation together – from setting up investment accounts to coordinating with your accountant on tax strategies. Then, we continuously monitor your plan’s progress, with quarterly reviews and annual strategy updates. As your life or the tax laws change, we adjust your plan to keep you on track.

From the first meeting to every milestone along the way, EverNorth Wealth guides you with transparency and expertise.

Our Clients’ Experiences

For us, discretion is paramount. You won’t find flashy testimonials on our site because the most powerful endorsements happen privately—through the trust our clients place in us. In fact, many of the high-net-worth physicians and business owners we serve have gone on to recommend EverNorth to their colleagues and friends. To us, there is no greater compliment.

Some of our long-standing clients have even graciously offered to speak with qualified prospective clients upon request, sharing their experiences firsthand. Of course, this opportunity is entirely optional. We extend it only upon your request and handle every introduction with the utmost discretion and respect for everyone’s time. If you do choose to take advantage, you’ll be able to have a candid conversation with someone who has entrusted us with their wealth—a genuine, unfiltered perspective far more meaningful than any quote we could publish.

Ultimately, true client satisfaction isn’t displayed on a webpage. It’s expressed through the personal introductions and heartfelt endorsements our clients share in private. This quiet confidence—clients willing to vouch for us—lies at the heart of the EverNorth Wealth experience.