We welcome you to read what some of our clients have to say about working with us.

Dr. Murray Arlin, D.D.S., dip. Perio., F.R.C.D.(C)

I spent many years carefully investigating who I would work with as my financial planner. I decided to commit to the Lakhani team and can very strongly recommend them. The team is knowledgeable and competent, as well as being down to earth and friendly. They provide significant benefits to my financial and legal affairs.

Dr. Arthur Johnston, D.D.S.

I have been in the private practice of dentistry for well over 30 years. I have had a very good accountant, a very capable financial planner, insurance agents that advise me well, and lawyers to give advice when necessary. Although each of these advisors did their best for me, they each worked in isolation and none were able to see the big picture. I needed someone to successfully integrate all the pieces of the financial puzzle. Mike Lakhani and his team have done an incredible job of analyzing, integrating, and managing my personal and corporate needs, and have made possible a much better bottom line than I have ever enjoyed before.

Dr. Sara Syed, B.Sc. (Hons), D.M.D.

Mike Lakhani and his team listen and act on my individual needs rather than using a "one size fits all" method. They take a comprehensive approach to financial planning that includes tax planning, education, investment planning, insurance needs, estate planning and structuring, and debt reduction. Prior to working with the Lakhani team, I had to rely on multiple specialists and it consumed a lot of my time. Now, Mike and his team serve as a kind of CFO for my business and personal finances. Their integrated service frees up my time to do the things I really enjoy, such as practicing dentistry and spending time with my family.

Dr. Leny Sferlazza, D.D.S., M.A.G.D.

Mike Lakhani and his extraordinary proficient team have been extremely helpful with my professional and personal finances. From forming a corporation for my dental practice to estate planning, the process has been thorough and comprehensive. The strategies have greatly reduced my taxes and increased my retirement savings. I have been most impressed with the absolute competence of the people I have had the privilege to work with.

Dr. J.K. Mistry, D.M.D., B.Sc.

Mike is very knowledgeable, and it is comforting to know he has a team of reliable experts to help with my accounting, financial tax planning, and investment needs. He understands the dental profession, the dental office processes, and he has access to in-house tax specialists catering to our business...I was able to minimize my taxes and have real tax savings added to my bottom line.