Boutique Family Office for South African Medical Professionals living in Canada.
As a medical professional in Canada, your priority is your patients. Let Wealthstack be as dedicated to your financial wellness. We provide boutique, tailored financial planning for you, your family, and your medical corporation, supported by a team of specialists focused on your needs as you build your life in Canada.
Partner with a team that is as good with finances as you are looking after to your patients.
Your time is limited, and your financial needs are unique. Whether you're building a practice, planning for retirement, or considering property ownership, we get the demands you face as a medical professional. Our solutions are crafted to simplify your financial path, so you can focus on what you do best - caring for your patients.
Why Choose Wealthstack?
Sometimes you want to get a second opinion from a medical professional, why not ask for a second opinion from Wealthstack?
Boutique Family Office Experience
Our services go beyond standard financial advice. We offer comprehensive support for your family and your medical corporation. With a network of over 40 specialists - actuaries, accountants, fund managers, and insurance experts - you receive top-tier service at every stage from experts who intrinsically understand emigration and all that goes with it.
Personalized Planning with Accountability
Our planning process is deeply personalized, with a clear roadmap to achieve your goals and simplify cross-border complexities. Through regular check-ins with your dedicated financial partner, you'll stay informed, aligned, and on track every step of the way.
Dedicated Dashboard for Goal Tracking
We start by understanding your financial goals and creating a custom dashboard tailored just for you. This all-in-one platform provides real-time access to both your South African and Canadian products and financial wellness, allowing you to monitor your progress and keep your financial objectives within reach at every turn.
Services based on your needs
Boutique Family Office Experience
At Wealthstack, we offer a boutique family office experience tailored for South African medical professionals in Canada. Whether you're an experienced practitioner or just beginning your career, our specialized network and resources are designed to align with your unique lifestyle and financial goals.
Investing
Fund management & alternative investments
Grow your wealth & financial wellness with personalized investment strategies.
- Access dedicated fund managers with private banking expertise.
- Expand your portfolio with alternative assets like private equity, private debt, and hedge funds.
- Implement tax-efficient strategies to maximize your financial growth.
Insurance planning
Retirement & Insurance planning
Protect yourself and your family with insurance tailored to your needs while optimizing your retirement savings efficiently.
- Get tailored advice on Registered Retirement Savings Plans (RRSP), Registered Education Savings Plans (RESP) and other tax efficient retirement plans.
- Get clear advice on Life, Critical Illness, and Disability Insurance specific to your needs.
- Access all major Canadian insurance providers to find the right coverage.
Immigration Services
South African products & investments
Seamlessly transition assets and investments from South Africa to Canada.
- Work with your South African advisor or transition to Canadian equivalents.
- Manage South African policies while adapting to Canadian regulations.
- Transfer or replace your South African products with Canadian options.
Immigration Services
Tax Residency & Forex Support
Navigate the complexities of cross-border tax and currency management.
- Understand and apply for non-tax residency status with SARS.
- Access tax filing support for compliance with South African regulations.
- Move money between South Africa and Canada with trusted forex partners and SARS Tax Clearance PINs.
Legal
Legal & Wills Consulting
Safeguard your personal and professional future with our country-wide network of trusted legal support.
- Set up and manage your medical corporation with legal experts who understand the Canadian landscape.
- Prepare wills, powers of attorney, and other essential legal documents to Canadian standards.
- Receive ongoing legal advice to keep your affairs aligned with your goals.
Accounting
Accounting services & tax planning
Get access to full accounting services from bookkeeping, monthly management accounts to financial statements and tax planning from experts who understand Canadian financial requirements and more.
- We can just get you set-up, or help manage monthly.
- Monthly Management Accounts.
- Ongoing Tax Advice & Tax Filing.
What our clients say
We celebrate all the medical professionals in Canada and their families we've helped on their path to financial wellness. Here's some of them.
We are forever grateful that we found Wealthstack to be our financial experts. They helped us with our holistic planning including portfolio management, our insurance portfolio, and took into account our cross-border investment accounts. Vincent and the team at Wealthstack are true professionals. Knowing that they oversee our financial planning gives us the greatest peace of mind.
Alberta
Dr. Albert Verbeek
Oncologist
Wealthstack has been great at helping us think through and maintain our wealth plans. I would certainly recommend Vincent and Wealthstack to friends and family and, have in fact done so in the past.
Alberta
Dr. M. Duvenhage & Mr. B. Duvenhage
Family Physician
My wife (anesthesiologist) and I moved to Canada from South Africa. Vincent Heys and the team at Wealthstack helped us with all our portfolio management and insurance needs. They really made the planning process effortless and easy and has always been there to help.
British Columbia
Dr P Coetzee & Dr C Gardiner
General Surgeon & Anesthetist
Ready to Get Started?
Begin your journey toward a secure financial future in Canada. Book a free consultation with our team of experts and see how our boutique approach, tailored for South African professionals, can help you build the life you deserve.