At Leavitt Group Private Wealth Management, we provide specialized financial advice for dentists who want to turn their hard work into long-term wealth and peace of mind. Based in Lethbridge and serving clients across Southern Alberta, our team of CERTIFIED FINANCIAL PLANNER® professionals delivers structured, tax-smart strategies that help dentists build stronger financial futures—both personally and professionally. Whether you’re a general practitioner, orthodontist, or practice owner, we help ensure your financial plan is every bit as strong as the business you’ve built.
Financial advice designed for dentists and their families
Your financial life extends beyond your practice. That’s why our financial planning for dentists addresses both business growth and family security. From optimizing your corporate structure to protecting your family with tax-efficient insurance solutions, we help you align every aspect of your financial world. We coordinate directly with accountants and lawyers to ensure your corporate, legal, and estate strategies all move in the same direction—so your wealth is protected today and ready for transition tomorrow.
Real results through structure and strategy
Our clients see real, measurable outcomes. Through careful tax planning, incorporation strategies, and estate alignment, our team often uncovers tens of thousands of dollars in annual savings or gains that directly increase net worth. These efficiencies compound year after year. By layering comprehensive planning on top of investment management, we help clients create an additional five to ten percent or more in value through smart structure and timing—results that extend far beyond market performance alone.
A clear path from practice to prosperity
Every dentist’s journey is unique, but the goals are often similar: stability, growth, and a successful exit. Our financial planning for dentists includes customized strategies for building and managing investment holding companies, optimizing corporate income, and deferring unnecessary taxes. We also help implement corporate-owned insurance that protects families, minimizes tax exposure, and prepares for a tax-efficient practice sale. When it’s time to transition or retire, we ensure your plan maximizes opportunities like the Lifetime Capital Gains Exemption and keeps more wealth in your hands.
Built on collaboration and trust
As trusted advisors, we thrive in complexity. Many of our dentist clients manage multiple corporations, trusts, or partnerships. By bringing together your entire advisory team, we simplify decision-making, eliminate blind spots, and turn collaboration into results. With CERTIFIED FINANCIAL PLANNER® professionals on our team, every financial plan is peer-reviewed, technically sound, and deeply personalized to your goals.
Your wealth, your legacy
You’ve invested years building your practice and serving your patients. Now it’s time to make sure that effort translates into lasting wealth and a secure future for your family. As leading providers of financial advice for dentists, Leavitt Group Private Wealth Management helps you protect what you’ve earned, plan for what’s next, and create a legacy that lasts.