Secrets of the Wealthy Dentistis a great guide for dentists of any age to follow in achieving financial success and retirement freedom.”

Dr. Leny Sferlazza, DDS, MAGD, FICOI

ABOUT THE AUTHORS

MIKE LAKHANI

B.Comm, F.C.C.A., C.G.A., CFP, R.F.P.

MIKE LAKHANI

Mike is the CEO and Founder of Tax Matters For Dentists. Having worked in the business since 1987, he brings expertise in tax planning, accounting and personal financial planning to dental clients. Mike manages a “Family Office”, a one-stop center for dentists, aligning clients’ dental practices with their personal lives. With access under one roof to expert seasoned professionals for tax planning, accounting, cash management, practice issues, retirement planning, structured portfolios, estate planning and insurance, each client’s unique needs are efficiently implemented.

He is also one of Assante Financial Management Ltd.’s top financial advisors and he leads Assante’s largest branch network with client assets under administration exceeding $1.6 billion. Prior to joining Assante, Mike was the president and founding member of Investment and Tax Counsel Corp.

With an ongoing goal to be among the best in the industry where knowledge and keeping up-to-date with the latest changes are critical, Mike holds several professional designations, including Fellow of the Association of Chartered Certified Accountants, Certified General Accountant, Chartered Financial Planning and Registered Financial Planner. Mike believes in combining professional dedication and personal commitment to offer creative planning in the context of a personal and caring relationship. As a result, together with his partners, Stive Farronato and Chris Molloy, he continues to be inspired by his clients and co-authors of the one of a kind newsletter called, “Tax Matters for Dentists”, and together have written the book, “Secrets of the Wealthy Dentist”.

STIVE FARRONATO

CPA, CA, CFP

STIVE FARRONATO

Stive is Senior VP of Advisory Services at Tax Matters For Dentists.  A Chartered Accountant and financial planning advisor, Stive specializes in providing advanced tax planning strategies for the dental professional. Stive graduated from the University of Toronto in 1989. After articling for two years, he received the Chartered Accountant (CA) designation in 1992 and his Certified Financial Planning (CFP) designation in 1998. Previously, Stive worked in public practice from 1989 to 1993 and with the Canada Revenue Agency from 1993 to 1995.  Stive joined Mike Lakhani’s team in 1995 and became an advisor with Assante Financial Management Ltd. in  2001.  Stive is a co-author of the newsletter called, “Tax Matters for Dentists”, and the book, “Secrets of the Wealthy Dentist”.

CHRIS MOLLOY

B.A.Sc., CFP

CHRIS MOLLOY

Chris is Senior VP of Advisory Services at Tax Matters For Dentists.  Chris has over fifteen years of experience advising clients on tax, investment, and estate planning strategies to achieve their financial goals. Chris believes in helping clients make informed choices and takes great pride in developing comprehensive financial plans for dentists. Prior to joining Tax Matters For Dentists, Chris worked as a financial advisor with one of Canada’s largest life insurance companies.  Chris joined Mike Lakhani’s team in 1996 and became an advisor with Assante Financial Management Ltd. in 2001.  Chris is a co-author of the newsletter called, “Tax Matters for Dentists”, and the book, “Secrets of the Wealthy Dentist”.