Wealth Strategy for Business Owners and Physicians
Most advisors manage one piece of your finances. I coordinate all of them, so your corporate structure, tax planning, protection, and estate work stop pulling in different directions.
Wealth Strategy for Business Owners and Physicians
Most advisors manage one piece of your finances. I coordinate all of them, so your corporate structure, tax planning, protection, and estate work stop pulling in different directions.
Wealth Strategy for Business Owners and Physicians
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
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.
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 PROBLEM
Your Accountant, Lawyer and Advisor never speak 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.
THE PROBLEM
Your accountant, Lawyer, and Advisor never speak 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.
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.
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.
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
Twenty 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.
THE PROCESS
What to Expect
STEP 01.
Financial Fit
Call
Twenty 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.
IN THEIR WORDS
What Clients Are Saying
ABOUT LANDON
Why I work with physicians and almost nobody else
Since I started my career in 2008, I learned 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. 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.
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, my goal is to give you the confidence, with our team behind you, to dream bigger, create a life of impact, and build a lasting legacy.
ABOUT LANDON
Why I work with physicians and almost nobody else
Since I started my career in 2008 I learned 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.
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.
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, my goal is to give you the confidence, with our team behind you, to dream bigger, create a life of impact, and build a lasting legacy.
F.A.Q.
Questions Worth Asking
What does working with you cost?
The assessment and the financial fit call are free, with no obligation. If we move ahead, you get a written summary of exactly what you'll pay and what it's for before anything starts.
How do I know you're not just trying to sell me something?
You don't, until we talk. That's what the assessment and the fit call are for. They cost nothing and there's nothing to buy. I start with your structure: the corporation, the tax picture, the estate plan. If a product is the answer, I'll show you the math. If it isn't, I'll say so. I've told plenty of people they're already fine. That's not how salespeople work.
Is there a minimum I need to have invested?
There is no minimum. It's not about assets, it's about trajectory. I love working with people who are starting out and helping them get to their goals faster. If you're serious about where you're headed, the conversation is worth having.
Which provinces are you licensed in?
Our Solomon team is licensed across Canada, serving over 15,000 clients. No matter where you live, we can help.
Who do you actually work for, me or yourself?
You. I'm paid to give you the plan that costs you the least and gets you the most. If that means telling you there's nothing to change, that's what I say. I've walked away from deals that weren't right for the client. An advisor who works for you says no when the answer is no.
What if I already have an advisor?
You wouldn't buy the first car you see at the dealership. You wouldn't make an offer on the first house you walk through. Same thing here. Most of my clients already had an advisor when we met. In the back of their minds they knew the fees were high, the advice started with insurance instead of planning, and their accountant and lawyer were never part of the conversation. The assessment takes five minutes. Think of it as a second opinion.
My accountant already does my taxes. What would you actually do that they don't?
Your accountant can only report what already happened. Every tax strategy has to be in place before year end. I work alongside your accountant, not around them. They file the return. I build the plan: salary versus dividend, the CDA, the estate freeze, the insurance structure.
How do I know your fees won't eat my returns?
You're right, fees are eating your returns. Our philosophy is evidence based investing with total transparency. No hidden layers, no surprises. It's our strength. Most of our clients are referred by colleagues who saw how much they could save once someone showed them the real cost.
Do you advise on my corporation, or just me personally?
Both. They're not the same thing. Your corporation is where the money lives, and most advisors only look at the personal side. We plan both: the salary and dividend mix, the retained earnings, the holdco, the estate freeze, the insurance structure. If your advisor never talks about your corporation, you don't have a plan. You have investments.
Why shouldn't I just do this myself?
You can. But the things that cost physicians the most are invisible from the inside: the CDA nobody tracked, the insurance owned by the wrong entity, the estate plan that was never built. A surgeon doesn't operate on himself. Get the second opinion, then decide.
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.
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.
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.
Find out where your structure is leaking
A short assessment, scored across six categories, reviewed personally by Landon.
Takes about five minutes · Your answers are seen only by Landon · No obligation
Find out where your structure is leaking
A short assessment, scored across six categories, reviewed personally by Landon.
Takes about five minutes · Your answers are seen only by Landon · No obligation
Find out where your structure is leaking
A short assessment, scored across six categories, reviewed personally by Landon.
Takes about five minutes · Your answers are seen only by Landon · No obligation
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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