White Coat Financial is an independent financial planning and private wealth advisory firm serving dentists across Canada. Based in Vancouver and licensed in British Columbia, Alberta, Manitoba, and Ontario, the firm operates virtually and focuses exclusively on the dental profession, from new graduates managing student debt to practice owners preparing for transition or retirement. Its certified financial planners provide coordinated advice intended to help clients protect income, manage complexity, and build wealth over time.

Services include financial planning and investment advice and management, with strategies for accounts such as TFSAs, RRSPs, and corporate investments. The firm also helps clients structure mortgages and debt, plan for life, disability, and critical illness insurance, and address tax, estate, and intergenerational planning. For dentists starting or acquiring a practice, White Coat Financial offers consulting and due diligence support. Its process covers an initial financial review, recommendations, implementation, and ongoing monitoring, with reviews at least semi-annually. The firm describes its advice as fiduciary and independent, with access to products from financial institutions across Canada.