The concept for our firm originated some three decades ago when founder and CEO, Mike Lakhani decided to combine his accounting background with financial planning skills to help clients meet their retirement goals. In the early 2000’s, dentists in Ontario were permitted to incorporate and a decision was made to focus our services on dentists and dental specialists.Fast forward to today, and while the core of what we do hasn’t changed much over the years, our team, service menu and capabilities have grown immensely. Forty employees now operate out of four offices in Ontario – Toronto, Mississauga, Oshawa and Ottawa. Together, our client facing team has over two hundred years of financial services industry experience and collectively we hold over twenty professional designations in accounting*, financial planning and investment management disciplines. Our mission is simple; “We enrich the lives of dentists and their families by providing a comprehensive and integrated set of accounting*, planning and consulting services through one point of contact.”We are very excited to announce our new name,TMFD Financial and our new tagline Helping Dentists Build Wealth.Why change our name and brand? Quite simply, to better highlight who we are and what we do. While TMFD Financial describes one of our most important services, and is a necessary function for every dental professional, we offer so much more than completing tax* returns. The decision to rename and rebrand was the result of hearing many times over, “I didn’t know you provided services other than tax* returns and accounting*.” Everything we do is aimed at increasing the net worth of our chosen clientele – dentists and dental specialists.
Name: Mike Lakhani