Book a strategic corporate consultation
Protecting your practice income and growing your corporate wealth starts with one focused strategy session.
In short: Physicians can reach ZAI Wealth Management by booking a free 30-minute strategy call at book.zaiwealth.ca, by phone at +1 (800) 647-8656, by email at info@zenithadvisoryinc.com, or by WhatsApp. The office is at Unit 301, 39 23rd Street East, Saskatoon, SK S7K 0H6. Meetings are held in person in Saskatoon and by video for doctors anywhere in Canada.
What to expect from your strategy session
Whether you want to improve your current Medical Professional Corporation (MPC), lower your personal tax bill or explore an Individual Pension Plan (IPP), we'll look directly at your foundations:
- MPC reviewWe review your current structure to find tax leaks and make the most of your small business rate.
- How you pay yourselfWe look at your mix of T4 salary and dividends, balancing what your household needs today with tax-sheltered wealth building.
- Protecting your surplusWe map out options, including corporate-class investments and permanent insurance, to keep investment income under the $50,000 passive income line.
We meet in person in Saskatoon or by video anywhere in Canada.
Get in touch
Select a convenient consultation time
Pick a time that fits your clinic schedule. If you have your recent corporate tax return or practice financial statements handy, bring them. It helps us get more out of the session.
Common questions
Where is ZAI Wealth Management located?
ZAI Wealth Management is located at Unit 301, 39 23rd Street East, Saskatoon, Saskatchewan, S7K 0H6. Physicians can meet the team in person in Saskatoon or by video from anywhere in Canada. The firm is a division of Zenith Advisory Inc.
What happens on the free strategy call?
The ZAI Wealth Management strategy call is a free 30-minute conversation about the physician's goals, their corporation (or whether they should have one) and where the biggest tax and planning opportunities are. No preparation is needed and there is no obligation. The call ends with clear next steps and, if the physician wants to continue, a plan covering tax, investing, insurance, retirement and estate.
Which provinces does ZAI Wealth serve?
ZAI Wealth Management serves physicians in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, New Brunswick, Nova Scotia, Prince Edward Island and Newfoundland & Labrador. Advisors are licensed in Saskatchewan, Alberta and Ontario, and the firm meets doctors in person in Saskatoon and by video everywhere else.