Integrated Wealth Management for Physicians
Our family office manages your complete financial life, so you can focus on what matters most to you.
Trusted by Physicians
40 years
Serving Physicians
$480M+
Under Management
99%
Client Retention
225+
Physician Families
150+
Incorporations
300+
Retirements Supported
Your practice demands everything. Your finances shouldn't.
How we help our clients:
Corporate Cash
Flow Management
We manage your practice’s cash flow, bill payments, and payroll, reducing administrative burden and maximizing tax efficiency.
Investment
Management
Portfolios aligned with your goals, risk tolerance, and timeline, managed with the same discipline you bring to your practice.
Incorporation &
Tax Strategy
From first incorporation through complex family structures, we coordinate your accountant and lawyer so everything is done right and on time.
Retirement &
Estate Planning
From active practice to winding down and succession, we help your wealth transition smoothly through every stage of your life.
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Dr. Margaret Casey, Retired General Practitioner
"My family's relationship with the Bluteau Caseley Group extends over several decades and the advice and financial management they have provided and continue to provide has resulted in a position of security that I think is enviable. The integrity and well-informed thoughtfulness with which they approach every aspect of management (and this includes all members of the staff) has made us completely confident that we have the best possible financial management and that it is aligned with our goals."
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Dr. Trevor Topp, General Surgeon
"The team’s behind the scenes corporate management (CCRA remittance, Tax Slip Preparation, etc.) affords me extra time to spend on the things I like to do!"
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Dr. Kerri Purdy & Dr. Matt Smith, Dermatologist & Vascular Surgeon
"We have especially enjoyed and appreciated the 'one stop shopping' approach of having corporate management and financial planning in one place. We know that we can trust the BDC Group to get the job done right!"
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Don Wolsey, FWH Chartered Accountants
“The Bluteau Caseley team simplifies life for their clients. Their holistic approach gives their clients more free time to enjoy professional and family life as they work in the background assisting their clients in meeting their business and financial objectives."
