Your Practice is Your Largest Asset.
is it Protected?
Download the
Financial Protection and Practice Transition Guide For Dentists
and discover the insurance gaps, succession planning blind spots, and wealth strategies most general advisors miss when working with dentists.
- Specialty-specific disability coverage (including loss of fine motor skills)
- Practice transition planning (buy-in, partnership, eventual sale)
- Buy-sell agreement funding and key person insurance
- Wealth diversification beyond your practice
- Tax-efficient retirement income strategies.
"As a dual-licensed advisor I can take a holistic view of your financial situation, aligning investment and insurance solutions so your entire plan works together toward long-term goals. This integrated approach gives dentists comprehensive planning without the complexity of coordinating multiple advisors.” – Steve McBride
STEVE MCBRIDE, BA
Steve is an Investment Advisor with Ventum Financial and the founder of McBride Wealth Management. With over 25 years of experience serving affluent Canadian families, Steve specializes in retirement income planning, tax-efficient wealth preservation, and integrated investment and insurance strategies.
What makes my approach different:
- Dual-licensed expertise: I hold both investment and insurance licenses, allowing me to coordinate your complete financial picture in a single relationship—not refer you to multiple advisors who don’t communicate.
- Professional corporation experience: I understand the complexities of professional corporations, holding companies, and the unique planning needs of dentists in Ontario.
- Integrated planning: Your investments, insurance, tax strategy, and estate planning should work together seamlessly. Most advisors address one area. I coordinate all of them.
Other Credentials:
- Member: Canadian Investment Regulatory Organization (CIRO)
- Member: Canadian Investor Protection Fund (CIPF)
- Part of Ventum Financial Corporation
