COAplan | For Life.
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All professionals involved with COAplan.com have made a commitment to orthopaedic health in Canada, part of which is the allocation of a portion of all proceeds to the Canadian Orthopaedic Association.

WHAT IS COAplan?

COAplan is an exclusive service for COA and CORA members, providing access to elite financial services, expert advice from financial, investment, insurance, corporate structure, tax and estate specialists, and exclusive pricing or fee reductions from Canada’s leading institutions.

Whether you are starting the planning process from scratch, organizing the pieces you may have picked up along the way, or looking for an expert second opinion to identify efficiencies and improvements, our team is happy to support and guide you. Our role is to provide whatever level of assistance you require, from working with the elements and professionals you have in place, to designing a comprehensive practice and family financial and estate plan.

Estate & Legacy Planning0%
Investment & Sheltering Strategy0%
Retirement & De-Accumulation Strategy0%
Insurance & Income Protection0%
Tax Management0%
Corporate & Practice Structure0%
Restructure After Divorce0%
Family Financial Planning0%

WHO IS COAplan?

We are a curated team of experienced, holistic advisors, focusing on the Canadian medical professional, high net worth market. We have been working alongside the COA & CORA for the past 4 years. COAplan is an exclusive program designed specifically for orthopaedic surgeons, giving you access to some of the country’s top professionals, services and preferential pricing.

ADAM O’NEILL

National

CAITLIN VENNER

Specialist

ANDREW SHEPPARD

National

CONTACT US