TD Wealth North York Office

16th floor, 5140 Yonge St. 

North York, ON M2N 6L7

Thursday, May 9th

5:30-7:30 PM

(Refreshments will be served)

The practice ownership decision is the biggest financial decision most dentists will make in their lifetimes. In this seminar, we cover the critical factors that impact that decision. You’ll hear from our team of partner experts who have tremendous experience advising dentists before and after they own practices. You won’t want to miss this!

We will outline the most relevant factors that must be considered:

• Who are the key partners to engage if you want to optimize your success with a practice purchase or build?
• How are practice values derived and what are practices worth in today’s market?
• What are the legal, financial, and other crucial “make or break” issues that often arise with the buy or build choice?
• What financial analysis and review is required in order to assess the suitability of potential practices/start-up plans?
• What preparation needs to be completed to approach banks for financing?
• Estimated timelines for purchase or build

Regional Manager, Professional Banking GTA, TD Bank

With over 30 years of experience as a commercial and healthcare banker, Ross and his team is passionate about bringing solutions to healthcare professionals to help them achieve their financial goals. He leverages his extensive industry experience and works diligently to understand your business and your needs to ensure you are given the right advice along your professional journey.

Regional Manager, Professional Banking GTA, TD Bank

With over 17 years as a banker, most of which spent working with healthcare professionals, Romel and his team are committed to bringing timely solutions and advice to healthcare professionals to help them achieve their financial goals. His goal is to ensure that your banking needs are met and the solutions you are given align with where you are in your professional journey. 

Transition Consultant & Sales Representative, Tier Three Brokerage

David has been practicing dentistry for over 8 years, as both an associate and as a practice owner. He graduated with a dental degree from the University of Western Ontario. In addition to clinical practice, David was involved as the President of the Chinese Canadian Dental Society.

David discovered his passion and interest in transitions through the process of buying and selling his own practice with Tier Three. David helps his dental practice clients using his experience and also his understanding as a fellow practicing dentist.

Partner, MNP

Jordan Weinberg, CPA, CA, is a Partner and Business Advisor with MNP and currently leads the GTA Professional Services group in Toronto. Jordan works with clients in the professional services sector, such as dentists, doctors and lawyers, delivering customized advice and solutions to help them achieve their business and personal goals. He also works with several dental organizations, helping them with their audit, business and consulting needs.

Jordan’s expertise includes providing strategic advice to clients interested in buying or selling dental practices. He also helps individuals starting a practice including developing projections and proposals. Additionally, Jordan provides tax minimization strategies to meet his clients ongoing and retirement objectives.

Jordan is a Chartered Professional Accountant (CPA) who qualified as a Chartered Accountant (CA). He is a member of the Institute of Chartered Professional Accountants of Ontario.

Investment Advisor, TD Investment Advice

With 16 years of expertise, Raj Verma is a trusted investment advisor dedicated to empowering high net worth families, visionary entrepreneurs, and esteemed medical professionals on their financial journeys. He believes in successful wealth management, helping in the preservation and growth of assets for those who have worked diligently to achieve their success. Raj creates tailored strategies that align with your distinct goals, allowing you to confidently pursue your aspirations while I navigate the complexities of the financial landscape.