Investment Planning for Business Owners and Doctors | Your Abbotsford Investment Advisor
Investment planning with a high-net-worth investment advisor, including tax-efficient portfolios and alternative investments.
Re-Engineering Portfolio Management to Minimize Lifetime Tax Friction
Wealth planning for high-net-worth families goes beyond standard equity and fixed-income allocations. Tax drag can quietly reduce long-term performance, so your investment strategy should account for how much wealth you keep—not only how much your portfolio earns.
We build portfolios around your personal and corporate timelines. Each asset choice is reviewed for tax efficiency inside your holding company or professional corporation, helping ensure stronger returns do not create avoidable tax pressure.
A high gross return means very little if it triggers an uncoordinated tax liability.
We design bespoke corporate and personal portfolios engineered explicitly to minimize tax drag, helping you keep more of what your investments earn.
Advanced Access and Diversification
Sophisticated portfolios require access to institutional-grade asset classes that operate independently of public market volatility. As your investment advisor, Grant Strachan & Associates provides clients with access to alternative investments for high-net-worth families, including private credit, private equity, and institutional real estate.
By partnering with the advanced asset management teams at IG Private Wealth Management, we bring the institutional capabilities of global high-net-worth investment firms directly to your local relationship.
True diversification extends far beyond traditional public equity and fixed-income markets.
Grant Strachan & Associates delivers institutional-grade alternative investments to qualified portfolios, providing affluent families with insulation against public market volatility.
A Coordinated Approach to Wealth
Your portfolio should work in step with the rest of your financial life. We align your liquid investments with corporate cash flow, insurance structures, tax planning, and estate succession goals, while collaborating with your accountant and corporate lawyer to keep each recommendation connected to the bigger picture.
This gives you a coordinated investment strategy built around your personal and corporate priorities, so you can delegate your portfolio management with absolute confidence.
Align Your Portfolio with Your Total Corporate and Personal Footprint
Your investments, corporation, tax plan, and estate goals should work together. We coordinate with your legal and accounting professionals so your portfolio supports the wealth you’ve built and the future you’re planning.
Increase Freedom.
Grow Wealth.
Gain Peace of Mind.
Our services are part of our commitment to you and your family:
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Save You Time
We save you valuable time and reduce financial management stress, allowing you to focus more on your practice and personal life.
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Dedicated Care & Service
We're dedicated to crafting a financial future as specialized and attentive as the care you give your patients, reflecting your unique journey as a medical professional.
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Personal Financial Strategies
You get personalized financial planning to cater to unique income patterns, lifestyle goals and retirement needs.
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Tax Planning
We help physicians navigate complex tax laws to reduce liabilities and maximize after-tax income through strategic tax planning in their corporation.
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Retirement Planning Expertise
Our team offers specialized retirement planning for physicians, ensuring a secure and comfortable lifestyle for your family and into retirement.
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Risk Management & Insurance Planning
We assess and provide insurance solutions for the unique professional risks faced by physicians, including disability and malpractice.
You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?
Download our complimentary whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
Secure Your Practice, Protect Your Lifestyle
Your practice has evolved, and your financial strategy must evolve with it. Discover a first-class, proactive wealth management relationship that anticipates your structural needs and gives you your time back.