THE FINANCIAL FIT ASSESSMENT
Most Business Owners, and physicians have financial products, not a financial strategy
I help business owners, and physicians optimize their corporate structure for tax efficiency, so more of what you earn stays invested in your future. A 5-minutes assessment will show you where the opportunities are.
Wealth strategy for physicians who have outgrown their first advisor
Most advisors manage one piece of your finances. I coordinate all of them.
150+
ADVISORS ACROSS CANADA
$1B+
ASSETS UNDER MANAGEMENT
$1B+
INSURANCE PROTECTION
15,000+
CLIENTS SERVED
18 yrs
EXPERIENCE
CHOOSE YOUR ASSESSMENT
Early Career
For residents, fellows, and physicians in their first few years of practice. Incorporated or not yet.
Established Practice
For incorporated physicians several years in, with retained earnings, a holding company, or both.
Not sure which assessment to pick? Start with Early Career. If it turns out you have outgrown it, Landon will tell you.
WHO I WORK WITH
Who This is For
Incorporated physicians
Earning inside a professional corporation and unsure whether the structure is doing anything for you.
Dentists and specialists
Practice income, retained earnings, and a holdco that was set up years ago and never revisited.
High-income professionals
Lawyers, executives, and business owners with the same coordination problem and a different tax picture.
THE PROCESS
How it works
STEP 01.
Answer the questions
Four to seven minutes, no preparation needed.
STEP 02.
See your score
Six categories, with an explanation of why each matters.
STEP 03.
Landon reviews
Personally, not by an automated report.
STEP 04.
You decide
A 20-minute call if you want one. No obligation either way.
THE PROBLEM
Your accountant, your lawyer, and your advisor have never spoken to each other
Each one is doing their job well inside their own lane. Nobody is looking at the whole structure, which is where the expensive gaps live: retained earnings sitting idle, a capital dividend account nobody is tracking, insurance owned by the wrong entity, an estate plan that assumes a corporate structure you no longer have.
12+ yrs
Average Advisor Experience
OPTIONAL
A short introduction from Landon
What the assessment covers, why it asks what it asks, and what he does with your answers.
IN THEIR WORDS
What Clients Are Saying
Corporate structure
Holdco, opco, and shareholder accounts reviewed as one connected system.
Tax
efficiency
Capital dividend planning, income splitting, and individual pension plans.
Asset
protection
Ownership structure and creditor exposure mapped across all your entities.
Insurance
strategy
Corporate-owned policies positioned inside the structure rather than beside it.
Lending
Capacity
Access to corporate capital without unwinding the tax position you built.
Estate and
transfer
Estate freezes and generational transfer planned before they become urgent.
THE PROCESS
What to Expect
STEP 01.
Financial Fit
Call
Fifteen minutes to understand your situation and see whether there is a reason to keep talking.
STEP 02.
Discovery and Strategy
Gathering the details, setting goals, and working through the options so you understand what is available before anything is recommended.
STEP 03.
Plan
Walkthrough
Landon presents the strategy and walks you through the reasoning behind every piece of it.
STEP 04.
Implementation and Review
Putting the plan in place alongside your existing accountant and lawyer, not around them.
You decide whether there is a fit.
There is no obligation attached to the assessment.
ABOUT LANDON
Why I work with physicians and almost nobody else
I have been doing this since 2008, out of Vancouver, Kamloops, Calgary, Edmonton, Grande Prairie, and Toronto, which mostly taught me that bad financial advice is remarkably consistent across time zones. I built a large practice, then spent years coaching other advisors on building theirs, and the same thing kept turning up. The products were usually fine. Nobody was looking at the whole picture.
Physicians have the widest gap I have seen between what someone earns and what they actually keep, and almost none of it is their fault. You spent your twenties learning medicine, not corporate structure, and then somebody handed you a professional corporation and wished you luck. [Landon, replace or add to this with your version. What actually pulled you toward physicians, ideally a specific moment.]
I joined Solomon Financial as a Senior Partner in late 2025 to build the thing I kept wishing existed. Eighteen years in, licensed across most of Canada, and my goal for your plan is that you could explain it to someone at dinner without drawing a diagram on a napkin.
[Personal paragraph, three or four sentences. Something outside the work. This is the one I would not guess at.]
F.A.Q.
Questions Worth Asking
How long does this actually take?
Four minutes for the early career version, about seven for the established practice one. There is nothing to prepare and no documents to dig out. If you get interrupted partway through you will need to start again, so it is worth beginning when you have a clear few minutes.
What happens to my information?
Your answers come to Landon and nobody else. They are stored securely, never sold or shared with third parties, and you can ask for them to be deleted at any time. Full details are in the privacy policy.
Do I have to leave my current advisor?
No. Plenty of business owners and physicians who take this already have an advisor they are happy with, and the assessment is not a pitch to replace anyone. If something in your current setup is working against you, Landon will say so, and what you do about it is your call.
Is there any cost or obligation?
None. The assessment is free, your score is yours to keep, and Landon reviews every submission personally. If you want to talk it through afterwards there is a twenty-minute call available, and if you do not, nothing further happens.
FOR REFERRING PROFESSIONALS
You have a client whose structure has outgrown their planning
Retained earnings with no plan behind them. A holdco nobody has revisited. Insurance owned by the wrong entity. You can see it in the file, but fixing it sits outside your engagement.
That part is mine, and I do it alongside you rather than in place of you. Their tax filing stays with you, their legal work stays with their lawyer, and you hear from me before anything gets implemented.
INSIGHTS
What I Explain Most Often
What a capital dividend account actually does
The most underused tax-free mechanism available to incorporated physicians in Canada, explained.
When a holdco stops earning its keep
Most holding companies get set up once and never revisited. Here is how to tell if yours has.
Corporate-owned insurance, explained without the jargon
Why the entity that owns your policy matters more than the policy itself, in plain language.
Would rather just talk?
Some people would rather ask questions than answer them. Twenty minutes with Landon, no assessment required.
Contact
+1-437-367-8194
[email protected]
Unit 502, 4180 Lougheed
Highway, Burnaby, BC V5C 6A7
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The articles and information provided on this website are intended to raise issues and help you find solutions and should not be construed as advice for any specific situation or individual. Always consult your Advisor and your tax or legal professional, as applicable, before taking personal advice.
Insurance products and services are provided through Solomon Financial Corp. Landon Ford is a licensed insurance advisor contracted with Solomon Financial Corp. Landon Ford is licensed to offer life insurance, living benefits, and life-insurer investment products (annuities and segregated funds) in all provinces of Canada except NL, QC and the Territories. Living benefits may include disability income protection, critical illness, and long term care insurance coverages. Life insurance includes term and permanent types of coverage.
Past results are not indicative of future performance.
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