Financial Healthcare for Doctors™

Financial & Retirement Plans

exclusively for

Doctors, Dentists &

Business Owners

Heal Thy Wealth™

How Doctors are misdiagnosing their own financial health and what they can do about it.

Written by Best Selling Author John Moakler BMath, CFP, CLU, CSC

Book Your FREE Triage Call

Scan the QR Code above or click the button below to book your complimentary FREE 10 minute Triage Call now. There is no obligation, this is an introductory call to see if we can help you with your Financial Planning Needs.


Fee-For-Service Holistic

Financial Planning

We offer fee-for-service, comprehensive, holistic financial & retirement plans that continually grow with you to meet your future goals.

Building your

Retirement Paycheque

We will introduce you to strategies to build your retirement paycheque so that your money outlives you and not you outliving your money.

Protection for yourself &

you family

We work with you to protect your family and your wealth so that Revenue Canada is not your biggest beneficiary of your Estate but that your family is. 


Ensure that Revenue Canada is NOT your biggest beneficiary

We will work with you to ensure that you leave a legacy where you want and not to Revenue Canada.

Tax Savings – Lower your tax bill – How to pay yourself

We will determine the best way to pay yourself now and in retirement in order to give you the most tax savings.

Strategies designed for Doctors, Dentists & Business Owners

We quarterback a team of specialists and experts to implement strategies catered to your specific situation.

We Quarterback your financial planning team

We quarterback your financial planning using strategic partnerships with experts in the field specific to your profession and goals. We will work with any professional you already have, accountants, lawyers etc. or we will introduce you to new ones based on your needs so that you know we have your best interest at heart. Book that call NOW!

Dr. H. Eryan - MD - Testimonial

“Financial decisions have never been easy, but John Moakler has changed the rules of the game. I found it quite informative when I started to watch his short YouTube Videos. His famous book ” Heal Thy Wealth” provides awesome insights into the financial field in a simple-to-understand layout. John Moakler details the necessary steps that are simple to understand and, more importantly, easy to implement. He is the right and best financial planner for me.”

– Dr. H. Eryan – MD

Dr. S. Carson Testimonial - Dentist

John, I just finished reading your book. If I would have met you 15 years ago, I would have made different decisions about my planning and finances. I made mistakes….but believe that going forward, with your help and advice, it is not too late to “steer the ship in a better direction”.

– Dr. S Carson – Dentist 

Dr. R. Folman - MD - Testimonial

John was able to bring great focus to my scattered investment planning. By focusing on both my current and future goals, he was able to provide a much more concrete picture of retirement. I really value his periodic follow-up and the fact that he keeps me committed to my goals by scheduling review meetings and keeping my file current and up to date.

Dr. R. Folman, MD

Dr. S. Dautey - MD - Testimonial

“John Moakler breaks down complicated financial information into simple digestive material. He is detail oriented and is always helpful. He is the right and best financial planner for me.”

Dr. S. Dautey – MD

Bill & Debbie Dempster Testimonial

 We would highly recommend John Moakler to anyone who wants a great financial planning experience. We have been working with John since early 2008. We trust John’s knowledge and expertise when it comes to specific questions surrounding tax, estate, and retirement planning. John meets with us regularly and addresses any concerns about our financial goals. If you want to see the difference between a financial planning expert and a financial advisor, then you need to call John…He’s our EXPERT!
Bill & Debbie Dempster, Long-time clients

John & Betsy Hekman - Testimonial

 From our initial introduction in 2005 to John Moakler, we have been impressed with John’s expert knowledge about the various aspects of Financial Planning. We received more information from his consultations in one month than from the years we spent with our previous financial consultants. John is constantly updating us on our retirement plan and that makes us feel like we made the right decision in moving to his practice. We are careful about who we trust with our financial future. John and his team at Moakler Wealth Management has earned our trust and we are confident, even with the current financial turmoil, about our future financial security.
John & Betsy Hekman, Long-time clients

Rosemary Walkem - Testimonial

 I have personally known John for over 30 years and I have been relying on his financial planning advice for the past 10 years. John is personable, dedicated and very knowledgeable when it comes to developing a financial plan. John has the highest level of integrity and his expertise is always consistent. I strongly recommend his services for any and all of your financial planning needs.
Rosemary Walkem, Long-time client

Bruce Little - Testimonial

 When I received the mailing from John Moakler inviting me to attend a seminar specifically for cottage owners, I reluctantly agreed to attend. Reluctantly because I felt that there would surely be some kind of high pressure sales pitch to go along with whatever information I might gain. The seminar was quite informative and did not include the high pressure sales pitch I was expecting. When John later contacted me and asked for a meeting to discuss my situation I felt comfortable having him over but did not expect that I would move my assets from our current financial institution. Over a cup of coffee John showed me what we should be doing differently, regardless of what fund we might be invested in. The logic was just too strong to ignore, and John made me feel like he was not just another financial consultant out of the same cookie cutter as all of the rest.


I now have all of my money with John Moakler and I am confident that I made the right move, and that confidence feels good.

Bruce Little, Long-time client