For Ontario wealth advisors and RIAs with physician clients.

For wealth managers

Help physician clients see practice revenue leakage before it hits their plan.

Many Ontario specialists earn less than the work they already do would support. The gap often sits in OHIP billing, claim recovery, and clinic operations. You do not need to become a billing expert. You need a clear checklist and a practice partner worth introducing.

  • Clients average a 30-40% revenue increase within 90 days of working with us on billing.
  • 95% of rejected claims corrected and resubmitted within 48 hours.
  • No fee-share or kickback. We are the practice-ops partner; you stay the advisor.

Use the checklist with clients when practice cash flow, retirement funding, or lifestyle spend starts to feel tighter than clinical volume would suggest.

How advisors typically use this

  1. 1. Spot the conversation. A physician client is busy, clinically successful, and unsure whether the practice side is keeping up.
  2. 2. Walk the checklist. Six questions that surface billing recovery, missed codes, remittance clarity, and clinic ops without turning you into an OHIP specialist.
  3. 3. Introduce when ready. If the client wants a free billing review, we take it from there. You stay in your lane.

Prefer to talk first?

Email ross@physiciansfirst.ca or call (647) 539-5468. We reply within one business day.