At Leavitt Group Private Wealth Management, we specialize in providing the best financial advisors for doctors across Southern Alberta. Based in Lethbridge, our team understands the unique challenges and opportunities that come with a medical career. Whether you’re an incorporated physician, a specialist managing multiple income streams, or a doctor in the early stages of practice, we help transform complexity into clarity through personalized financial advice for doctors.
Tailored strategies for physicians at every stage
As a financial advisor for physicians, we start with what matters most—your goals, lifestyle, and long-term vision. Our team structures corporations, optimizes taxes, and aligns estates so that your financial plan for physicians delivers measurable results from the start. Clients often see tens of thousands of dollars in savings or gains within the first year. We go beyond investment performance to show how tax-efficient strategies, business structures, and coordinated planning can add five to ten percent in value each year—results that truly compound over time.
Building wealth through precision and partnership
Every physician’s financial life is different, but the need for proactive, detailed planning is universal. Our financial advice for doctors covers every facet of your career and personal life—from creating and managing holding companies to implementing corporate-owned insurance that reduces taxes and protects your family. We also guide you through succession planning, practice sales, and strategies for accessing the Lifetime Capital Gains Exemption when it’s time to transition your business. As your financial advisor for physicians, we work directly with accountants and lawyers to ensure every piece fits seamlessly together, saving both time and money.
Turning complexity into opportunity
The more complex your financial picture, the more value we can help you uncover. Our high-level approach combines tax, estate, and investment expertise, backed by a multidisciplinary team that includes CERTIFIED FINANCIAL PLANNER® professionals. This structure allows us to deliver peer-reviewed plans, identify overlooked opportunities, and help ensure your wealth continues to grow efficiently. Whether you’re paying down debt, purchasing a clinic, or planning retirement, your financial plan for physicians is built to move with you through every stage of life.
Confidence through collaboration
Clients across Southern Alberta trust Leavitt Group Private Wealth Management because they see the tangible value of our approach. Real dollars, real impact—that’s the foundation of what we deliver. With advanced strategies and constant collaboration, our team helps physicians protect what they’ve earned and turn professional success into lasting family wealth. Your time is valuable. Your financial life should reflect that.