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.

  • Individuals
  • Businesses
  • Professionals

Based in Edmonton, Alberta

A serious legal consultation in a professional office environment involving three adults.
August 6, 2026

Practice Protection Strategies Every Professional Should Know

Protecting your professional practice isn’t just about locking the doors at night; it’s increasingly about safeguarding your digital assets and reputation. In today’s interconnected world, cyber threats are a constant, and without proactive strategies, even small vulnerabilities can lead to significant headaches, financial losses, and damage to client trust. This article will walk you through […]

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A woman at a desk working through household budgeting.
August 6, 2026

Managing Debt and Building Wealth on a Professional’s Timeline

When it comes to managing debt and building wealth on a professional’s timeline, the core idea is to systematically tackle debt first, then strategically build your financial future. This isn’t about magical shortcuts, but rather a practical, step-by-step approach that prioritizes freeing up your income from debt payments so it can be put to work […]

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A professional working with financial documents at an office desk.
August 6, 2026

Incorporation for Professionals: Is It the Right Move for You?

Deciding whether to incorporate your professional practice is a big step, and it’s one many Alberta professionals wrestle with. The short answer? Setting up a professional corporation can be a smart move for many, offering significant benefits in terms of tax efficiency, financial flexibility, and professional credibility. However, it’s not a one-size-fits-all solution. Your individual […]

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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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