Most dentists overpay on management fees, leave cash idle at near-zero rates, and miss corporate tax savings. See how much you could keep.
Mutual funds charge an average of 2.0% to 2.5% per year. At McLean Capital, our all-inclusive management fees are 0.85% for an average client. Move the slider to see your savings.
Many dental clinics maintain a cash cushion for unexpected expenses, taxes, or future investments. That money should be working for you.
As an incorporated dentist, your portfolio structure directly impacts taxes paid. We optimize corporate investments to minimize the effective tax rate.
40% tax on returns
13% tax on returns
*Simplified estimate for illustration purposes. Actual savings depend on your tax situation. Consult your accountant for precise calculations.
Premium portfolio management, tailored for dental professionals and their professional corporations.
All-in management fees starting at 1.0%, well below the 2.0%–2.5% typical of mutual funds.
Your idle funds earn 3.2% instead of sitting at 0.05% in a standard bank account.
Portfolio structured for professional corporations: Canadian dividends, capital gains, and more.
A dedicated portfolio manager who understands dental practices: revenue cycles, equipment purchases, retirement planning.
No one-size-fits-all funds. Every portfolio is built security by security based on your goals and risk tolerance.
Secure client portal with real-time views of your investments, returns, and tax reports.
Book a free 30-minute consultation. We'll analyze your current investments and show you exactly how much you can save.
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