You take care of your patients

We’ll take care of you

You must pay taxes, but there’s no law that you have to leave a tip

Morgan Stanley

We take care of everything else

We minimize the stress and burden of your finances by:

Understanding the issues related to your personal and corporate finances including common medical billing arrangements, real estate, investments and insurance.

Corresponding directly with your financial advisors, bank, lawyer and CRA on your behalf.

Minimizing your taxes using well-conceived strategies defendable in the very unlikely event of an audit.

Who We Work With

Residents & Fellows

We have expertise in all tax issues relevant to residents & fellows.

Physicians

We have the knowledge and experience to provide sound independent financial advice. You can delegate the administrative burden of your financial affairs to us.

Clinics

Hands on assistance with purchasing, establishing, financing, structuring and operating clinics and other business ventures.

Partners

Brad Bokhaut, CPA

Brad Bokhaut, CPA

Brad Bokhaut has been assisting physicians with their financial management needs since 1998.

Brad understands that busy physicians have complex financial and tax affairs and appreciate the services of a Chief Financial Officer – someone with the expertise to coordinate all their financial needs.

He has well established relationships with other professionals – lawyers, bankers, financial advisors, insurance representatives and others who also have significant experience servicing physicians, and accounting staff at various hospitals and medical clinics, and communicates with them directly.

Brad has been quoted in CMAJ and has delivered presentations on taxation issues for Doctors Manitoba, MD Management, Law Society of Manitoba, PARIM, Manitoba Clinic Management Group and various investment advisory firms.

Lainey Bokhaut, CPA

Lainey works with residents, attendings, medical corporations, and clinics.

She often works with new to practice physicians, guiding them through the path of debt repayment, incorporation, and financial literacy.

Lainey is a recurring lecturer for the Canadian Medical Association, providing bi-annual seminars to resident physicians of the University of Manitoba.

Lainey Bokhaut, CPA

Lainey Bokhaut, CPA

Lainey advises medical residents on financial management and helps them to build a foundation of financial literacy. She also works with practicing physicians, their medical corporations, and medical clinics.

Lainey teaches financial and taxation literacy to resident physicians of the University of Manitoba as part of the CMA Practice Management Curriculum.

Lainey sits on the Board and Audit Committee of the Jewish Foundation. She also coaches the Entrepreneurship team at Asper School of Business.

Management Team

Our goal is to help you spend your leisure time with friends and family. Leave your financial affairs to us.

What Our Clients Think

Blogs

Tax Implications of Gift Gifting From Your Medical Practice

Tax Implications of Gift Gifting From Your Medical Practice

As the holiday season approaches, doctors often give gifts to colleagues, administrative staff, nurses, and professional advisors. While these gestures are generous, they may lead to unexpected tax implications. Gifts to Non-Employees: Doctors may give gifts to...

11 Reasons Why Physicians Contribute to RESPs

11 Reasons Why Physicians Contribute to RESPs

As veterans of higher education, physicians often anticipate that their children will carry the torch of post-secondary learning. Physicians can optimize savings and tax on this future expenditure by contributing to a Registered Education Savings Plan (RESP), which...

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Free Parking

We offer free parking for our clients on the 2nd floor of the parkade located on 35 Albert Street. Please park in one of the available spots below the third floor and provide the receptionist your license number to validate your parking.