A financial and fiscal strategy to be considered very seriously!

Some doctors are still questioning the advantages of practising their profession as part of a joint stock company (JSC). However, the incorporation of professionals is a case that goes back some 20 years, when Chartered Accountants were the first to recognize the right to practice in an incorporated firm. 

Over the years, supported by first-rate partners, we have made medical incorporation a specialty of ours.

On your behalf we can:

Handle the incorporation and subsequent steps

Analyze the appropriateness of a medical incorporation in concert with our specialists:

•  Meeting with a tax lawyer

•  Meeting with an accountant

•  Explanation of the incorporation structure


Review of your personal balance sheet :

• Type of debt (student debt, mortgage, line of credit, credit card)

• Bank account

• Budget

• Revenue projections from the medical practice

• Tax rate

Review of your personal and family situation :

• Civil status

• Financially dependent family members

• Children

Special offer for young medical residents

When becoming a client of the Schulman Wealth Management Group, as a young medical resident, you will be offered various exclusive advantages (,*), such as:


  • Personalized financial planning

  • Consultation about, plus an analysis of medical incorporation (review of your balance sheet, your personal and family situation, etc.)

  • Help and coaching from our professionals, supporting your medical incorporation

  • Access to a firm of Chartered Accountants who represent doctors (including a promotional offer)


*This offer may represent a saving in professional fees of approximately $2,500. These advantages are offered by the Schulman Wealth Management Group and its business partners. This offer may be modified or cancelled at any time without prior notice.


National Bank Financial is an indirect wholly owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA: TSX).

© 2018 Schulman Group. All rights reserved.