We focus on financial solutions for doctors.
So doctors like you don’t have to.
Many financial advisors have multiple areas of interest, from small businesses to retirees.
But we don’t. By focusing on just those in the healthcare profession, we provide the deepest expertise for all your financial needs. From investments, to mortgages, to how much you pay in taxes. This means you can keep your focus where you want it to be: less on your taxes, more on your practise.
Your Board of Advisors
Mike Loeppky - Mortgage Specialist
University of Manitoba Bachelor of Commerce Honours – FINANCE MAJOR
Disability insurance specialist for 8 years – CASTLE INSURANCE GROUP
Commercial and residential mortgage specialist for 12 years – CASTLE MORTGAGE GROUP
Craig Moore - Advanced Financial Planning Specialist
Craig is the Advanced Case Specialist and President of Consortium Financial Services Ltd. in Winnipeg.
He advises on financial matters centered on minimizing risk and tax while maximizing wealth and after-tax income for high-net-worth families and corporations. Craig coordinates with his clients’ existing advisor networks in addition to the current and vetted Advisory board of Consortium Financial Services Ltd. that is available for suitable clients across Canada. This board includes specialists in the areas of Tax, Accounting, Legal, Banking, Investments and Insurance.
Craig has a Bachelor of Commerce Honours Degree from The University of Manitoba with a focus on Finance and Accounting and began his career working with High-Net-Worth Professional Athletes across Canada and The United States. He built on this platform by furthering his education and experience in private professional corporations and working alongside some of the best and brightest Tax, Legal, Accounting and Investment professionals.
Craig has recently been credited with the popular and well received “Physician CEO” seminar series delivered to groups of medical residents and Physicians across Canada. This seminar focuses on specialized financial planning for today’s Physician. Building on the continued success of this series, he has launched the “Dentist CEO” seminar series in 2020 to promote our greatly anticipated specialized financial planning program for Dentists and Dental Corporations.
Michael Ziesmann – Tax Lawyer
Mike is a tax lawyer and partner in the tax group at MLT AIKINS LLP in Winnipeg. His practice focuses on providing tax planning and corporate/commercial advice to professionals, small business owners, high net worth individuals, and professional athletes.
Mike routinely advises on tax matters, including purchases and sales of businesses, tax efficient business structuring, creation and use of family trusts, business reorganizations, professional incorporations, and estate planning. He is a member of the Canadian Tax Foundation, an independent tax research organization under the joint sponsorship of CPA Canada and the Canadian Bar Association, and actively participates as an organizer and speaker for CTF conferences and events.
Mike has undergraduate degrees from the University of Manitoba, a law degree from the University of Western Ontario, a Master of Taxation degree from the University of Waterloo, and a Master of Laws in Taxation from Osgoode Hall Law School, and he is a member of the Manitoba and Ontario bars.