Business of Dentistry Series: Unlocking Financial Strategies for Dentists: Corporate Tax, Retirement & Estate Planning - Thursday,  December 3, 2026

Registration deadline - December 1, 2026

Category 3 - 3 CE Points

Speaker: Timothy Szeto, MBA, CFP, CLU, CIM, CIWM, CHS, FCSI

Location: COURTYARD TORONTO MISSISSAUGA/WEST - 290 Derry Road West, Mississauga, ON L5W 1N6

Parking is Free

Business attire (no scrubs, please)

HPDA members attend for free 

Staff of HPDA Members - $99

Non-members welcome for $199

Agenda:

5:30 - 6:30 pm Registration and Dinner

6:30 - 6:45 pm HPDA announcements and updates

6:45 - 9:15 pm Lecture & Q&A

Course Description:

As a Dentist, you’ve worked hard to build your practice and secure your financial future—but are you maximizing the advantages available to you? Join us for an engaging and practical session designed specifically for dental professionals in Ontario. We’ll explore proven strategies to help you keep more of what you earn, plan for retirement with confidence, and protect your wealth for the next generation.

Learning Objectives:

• Discover how to optimize your professional corporation for tax efficiency.
• Learn smart retirement planning strategies that go beyond RRSPs and TFSAs.
• Understand how to integrate your practice succession with your personal financial plan.
• Explore estate planning techniques to preserve wealth and minimize taxes.
• Gain insights into common financial pitfalls for orthodontists—and how to avoid them.

Presenter's Bio:

Timothy Szeto is a Senior Wealth Advisor of the Toronto Central and Toronto Richmond Hill offices of IG Private Wealth Management, one of Canada’s largest and most established financial planning firms. Timothy’s offices more than $2 Billion of assets belonging to professionals, business owners, and successful retirees.

Timothy received his undergraduate degree in Systems Design Engineering from the University of Waterloo with top honours, minoring in Economics, and optioning in Biomechanics and Management Sciences. After graduation, he worked with Sunnybrook Hospital as a Research Engineer and published a medical paper entitled, “The X-ray light valve: a Potentially Low-Cost, Digital Radiographic Imaging System – a Liquid Crystal Cell Design for Chest Radiography”. Later, Timothy found an opportunity with IG Private Wealth Management, where he has been for almost 18 years. During this time, Timothy pursued an MBA through Dalhousie University, specializing in Financial Services, and graduated as the top student.

Today, Timothy continues to excel in the Financial Services industry and has consistently ranked among the top advisors within his company. Together with his team of two associates, Timothy’s unique value proposition is his ability to create a truly holistic financial plan with a particular emphasis on personal and corporate tax planning.

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