Every company has an origin story. Ours starts with a margarine container.
In 2010, Andrew Dennis and Alex Powell founded what would become Imperial Wealth Management around a dining room table in Burlington, Ontario. The name “Imperial”? It came from a tub of Imperial margarine sitting nearby. Simple as that. No boardroom. No big pitch deck. Just two people who saw a gap in the market and decided to fill it.
From those early days, the focus was always on serving clients who had complex financial lives, people who needed more than a generalist could offer. By 2011, the team had already built strategic partnerships with RPN Chartered Accountants and RPN Finance, expanding what they could offer and who they could reach.
Where MedTax Fits In
By 2012, something became clear: medical professionals had a financial world all their own. Billings, incorporation decisions, CRA rules that don’t apply to the average taxpayer. Doctors were underserved, and Andrew and Alex knew it. That year, they launched Imperial Lifestyle Management, a dedicated division for medical professionals.
Over the next several years, the company grew steadily: new offices, a bigger team, sharper branding, and deeper partnerships with firms like MacNicol Asset Management and Terra Cotta Investment Council. By 2019, Imperial had earned membership in the Million Dollar Round Table, a global association recognizing the world’s leading financial services professionals. In 2020, they purchased their own building, a hub where real estate firms, lawyers, mortgage brokers, accountants, and insurance advisors could all operate under one roof.
Then came 2021. And MedTax was born.
Built for One Client: The Canadian Doctor
MedTax launched as a dedicated accounting and bookkeeping firm for medical professionals, a natural extension of more than a decade of working closely with physicians and understanding what they actually need. Not generic tax software. Not a firm that treats a physician the same as a freelancer. A CPA-led team that works exclusively with doctors, built around how doctors actually work.
From day one, MedTax has served physicians at every stage of their career: residents just starting out, self-employed doctors, those preparing to incorporate, incorporated physicians, and those winding down toward retirement. The firm handles personal and corporate tax filing, incorporation support, CRA matters, and year-round tax planning.
What Makes It Different
A lot of accounting firms say they specialize in healthcare. MedTax actually does. The team works exclusively with physicians across Canada (outside Quebec), which means the advice is specific, the tools are built for this world, and there are no surprises on the invoice either. Fixed-fee pricing means doctors know exactly what they’re paying for.
The firm’s approach isn’t just about filing returns. It’s about thinking ahead: helping doctors make better decisions around incorporation, income splitting, investment structures, and long-term wealth, not just at tax season, but all year long.
The Road to Here
What began at a dining room table in Burlington is now a team of 20 and growing, operating out of a purpose-built office in Oakville, with a network of strategic partners spanning investments, real estate, law, and insurance. MedTax represents the next chapter in that story, a focused, physician-first firm with deep roots and a long track record behind it.
The mission hasn’t changed since 2010: help people who work hard keep more of what they earn.
It’s just that now, those people wear scrubs.
Ready to see what MedTax can do for your practice? Book a free consultation or call us at (905) 815-6559.
