Navigating "The Adulting Avalanche"
Paying down student loan debt, traveling, buying a home, getting married, having children, starting a clinic, trying to save and invest... all within your late 20s & 30s. Sound familiar?
We call this "The Adulting Avalanche". We specialize in helping Dentists navigate these critical financial decisions so you can focus on your patients.
Student Debt
First Home
Marriage & Family
Start Clinic
Investing
Travel
Retirement
Peace of Mind
We speak your language.
Detailed, data-driven financial planning that integrates seamlessly with your professional reality. We understand the nuances of medical corporations, dividends vs. salary, and the unique cash flow patterns of a busy practice.
You deserve a specialist, not a jack of all trades.
At ModeMoney Health, we work exclusively with Canadian Dentists. This ensures we are laser-focused on providing the absolute best financial advice & solutions tailored to your individual needs.
We focus on helping only a select number of Dentists every month.
While you work late,
so do we.
True wealth management isn't passive. It requires constant vigilance, research, and adjustment. Our team is dedicated to analyzing market trends and regulatory changes to ensure your portfolio remains resilient, no matter the economic climate.
"The level of detail they go into is unmatched. I feel completely secure knowing they are watching over my assets."
Comprehensive Solutions Ecosystem
Four pillars of financial protection designed exclusively for dental professionals.
Insurance
Your greatest asset is your ability to earn an income. We use disability, critical illness, and life insurance to build a moat around your future.
Investments
Investing in stocks is key to long-term wealth. We offer management strategies inspired by Nobel laureates to increase performance and reduce fees.
Mortgages
Real estate is a cornerstone asset. We provide mortgage approvals for purchasing your first home or investing in medical real estate.
Planning
With a financial plan that protects your income and grows your money, you'll have peace of mind. You'll feel secure & optimistic.
Clarity in a
Complex World
Ultimately, this is about more than money. It's about buying back your time, reducing your stress, and giving you the freedom to enjoy the life you've worked so hard to build.
The White Coat Oath
Our Promise to You
Independent
We are not owned by any financial institutes, credit unions, or insurance companies. No third-party interests dictate our advice.
Fiduciary Duty
We are bound legally and ethically to act in the best interests of our clients, always putting your needs ahead of our own.
Holistic
We care about the client as a whole; it's never just about mortgages or investments. Our advice considers your personality, family situation, and mental health.
Easy as 1, 2, 3
Our simple, proven process
Book & Share
Book a consultation and tell us your financial goals & questions.
Receive Recommendations
Receive financial recommendations specific to you.
Quarterly Check-ups
Quarterly financial check-ups to keep you on track.
Trusted by Professionals
Real reviews from real clients
"Outstanding Financial Advice & Personalised Support! Sanjay and his team took the time to explain the different types of life insurance, pros and cons... Your advice was clear, honest, and completely tailored to our needs."
cariappabk
Banking Professional
"Highly recommended. Saying from personal experience very knowledgeable and always thrive to give advice which is in our best interest. My experience is top notch."
Twisha Jariwala
Architect
"After meeting sanjay I realized for the first time that there are so many ways to stay on track with our financial goals. He first understood my finances and then did a lot of research on my behalf."
Ankit Agarwal
Dentist
"Exceptional service! Friendly and welcoming staff and Sanjay is very knowledgeable and helpful."
Sanket Sawant
Assistant Manager-Graphics
"Sanjay... Thank you for all the guidance and efforts you and your team has put in to get us the best possible insurance for me and my family. Professionalism at its best."
Varun Mahajan
Chief Executive Officer
"It’s a great feeling to know your financial investments are well taken care of and growing. Sanjay and his team are the best."
Chris Mackoruk
Director in Health and Social Services
"Sanjay and Meera are the most professional people I have ever come across. They helped me in understanding all the possible investment and insurance solutions."
Vikas Mahajan
Marketing Director
"Sanjay is very personable. He went above and beyond to make sure that my needs were being met."
Pearl Dar
Physiotherapist
"Money Mode Managers are superb in their services. Mr Sanjay Gupta is so helpful and spontaneous in his response."
Ashima Mahajan
Teacher
Your Financial Health
Begins Here.
Schedule your complimentary discovery session specifically designed for dental professionals.
Direct Advisor Line
+1 (604) 503-6644Email Advisory
advise@modemoney.ca
