Corporate money and tax
What is truly surplus after tax and practice obligations? How will the money be accessed personally, and which investment-income questions need an accountant’s review?
For medical professionals
Your practice is earning. Is your personal wealth keeping up?
For incorporated physicians, dentists and clinic owners who want to connect corporate tax questions, personal retirement and the legacy they are building.
Where the gaps appear
Three questions behind a busy practice
Retirement beyond clinical income
How much depends on your ability to keep practising? Separate practice income, corporate assets and personal retirement resources.
Practice continuity and legacy
Who can manage decisions if you cannot continue? How will the family, practice and ownership transition be funded? Professional-corporation rules require province-specific review.
Free Checklist
Your Practice Is Earning — Is Your Wealth Keeping Up?
Medical Practice Wealth Checklist
A four-page, fillable guide to separate practice money from personal wealth, flag corporate tax questions, and prepare your retirement and continuity priorities.
What’s inside
- Nine review prompts
- A corporate-personal snapshot
- Questions for your accountant and lawyer
- A page to record your first three priorities
The PDF has fields and checkboxes you fill in yourself. It does not calculate totals, and nothing you type into it is sent to Velmora.
Medical Wealth Strategy Review
Bring the questions you flagged.
We will discuss existing arrangements, clarify the next information needed, and identify a practical next step with the appropriate professionals.
Schedule My Medical Wealth Strategy ReviewAlready have a plan? Understand what you have before deciding what to change. Request a Second Opinion
No. The guide helps you prepare coordinated conversations.
This resource focuses on incorporated practices. If you are employed or not incorporated, request a review matched to your situation.
No. It is an educational checklist and manual worksheet.