Clarity Group
Medical and dental professionals are extremely busy with their careers and personal life, and simply do not have time or energy to proactively manage their finances. The lack of a clear plan makes them vulnerable to many dangers while not being able to capture opportunities. In working with physicians and dentists for over a decade, we recognize the need for a comprehensive financial planning process and created the Lifetime Clarity Program™.
Rex Chan BASc, CFP
President
Rex Chan focuses on helping medical and dental practitioners create a financial roadmap for their future. As a Certified Financial Planner (CFP), Rex has built a clientele based on long and lasting relationships through his superior customer service and solid financial planning advice. Rex’s has earned a reputation as an indispensable resource to his clients by helping his clients create a clear plan to achieve their personal and professional goals. Rex was an instructor at Seneca College for Risk Management and Retirement Planning to advisors working towards their CFP designation.
Rex and his wife Constance reside in Mississauga, Ontario along with their son Dominic.
Strategic Alliances
From time to time, you need help in other aspects of your personal and professional life. As a client of Clarity Group, you will have access to the following professional support services through our network of strategic alliances. Most of them specialize in the professional markets and are considered to be among the best in the industry. We are constantly expanding the network to meet our clients’ ever-changing needs.
Accounting
We understand that having the right accountant is critical to your success. We work with a number of accountants who specialize in medical and dental professionals.
Mortgage and Line of Credit
Whether you need a mortgage for a new house or a line of credit for your student loan, we have arrangements with mortgage specialists that can offer you customized solutions to fit your needs.
Business and Practice Loan
During your professional life, you may need financing to start a practice. We can arrange for banking account managers to help you structure the loan effectively and to provide on-going support as your business grows.
Legal Service
Setting up legal matters properly the first time will save you time and money in the long run. We work with a number of lawyers who provide legal advice to clients in areas including corporate law, professional incorporation, employment law and estate planning.
Group Insurance and Pension Plan
Some physicians and dentists provide insurance coverage and pension saving plans to their employees as appreciation and incentive for their hard work and loyalty. We have group plan specialists who can customize plans that fit your business needs while helping you stay within budget.
Auto, Property and Casualty Insurance
Our allied P&C brokers can provide you with options and help you make informed decisions on your auto, property and commercial insurance. Most importantly, they will ensure a smooth claims process.
Travel Insurance
Travel insurance is often overlooked when people plan a vacation. Coverage can be very comprehensive yet affordable. We can provide you with options to meet your specific travelling needs.
