A Lavoro advisor reviewing a plan

From our advisors

Notes on the work.

Practical thinking on financial security planning — written by the advisors who do the work.

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Based in Edmonton, Alberta

A group of healthcare professionals in a clinical setting.
August 6, 2026

Financial Planning for Physicians: Protecting the Practice You Built

When it comes to financial planning for physicians, it’s not just about managing your personal wealth; it’s crucially about safeguarding the practice you’ve dedicated so much to build. The core idea is to protect your assets, both professional and personal, from the unique risks that come with practicing medicine. This includes everything from potential malpractice […]

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A family indoors signing estate documents together.
August 6, 2026

Estate Planning 101: Passing on More Than Just Money

Estate planning isn’t just about who gets your house or your bank account. It’s about setting things up so your loved ones are taken care of, your wishes are respected, and your legacy, in its broadest sense, continues as you intend. Think of it as a comprehensive plan for everything you’re leaving behind – not […]

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