Our Story
Our team specializes working with physicians and supporting all of their financial advisory needs
Our Story
Our team specializes working with physicians and supporting all of their financial advisory needs
What You Can Expect From Us
Our clients have achieved some of the highest levels of education available, having undergone hundreds of exams that relied on their individual skills to be successful. But while self-sufficiency was the key to success in medical school, this does not necessarily translate to running a successful business. In order to manage a business effectively, doctors need to build out a team of experts who can oversee the day-to-day tasks, so that they can focus their time on their expertise – patient care.
The truth is, doctors are experts when it comes to delegating tasks. It comes second nature to them in the hospital, as they work in unison with nurses and assistants to deliver optimal patient care. But in the boardroom, they revert to the mentality of having to take on everything alone – even when they’re qualified to do the work.
These business problems are what lead to the inception of Imperial. When it comes to financial management, we’re experts in our field. We instill confidence in our clients to be able to trust us enough to manage the finances of their business, so that whether they’re delivering patient care, or spending time with their family, or even taking a holiday, they can rest assured that their business is in good hands.
What You Can Expect From Us
Our clients have achieved some of the highest levels of education available, having undergone hundreds of exams that relied on their individual skills to be successful. But while self-sufficiency was the key to success in medical school, this does not necessarily translate to running a successful business. In order to manage a business effectively, doctors need to build out a team of experts who can oversee the day-to-day tasks, so that they can focus their time on their expertise – patient care.
The truth is, doctors are experts when it comes to delegating tasks. It comes second nature to them in the hospital, as they work in unison with nurses and assistants to deliver optimal patient care. But in the boardroom, they revert to the mentality of having to take on everything alone – even when they’re qualified to do the work.
These business problems are what lead to the inception of Imperial. When it comes to financial management, we’re experts in our field. We instill confidence in our clients to be able to trust us enough to manage the finances of their business, so that whether they’re delivering patient care, or spending time with their family, or even taking a holiday, they can rest assured that their business is in good hands.
Your Team
Your Team
Andrew Dennis,
CFP, CLU
Andrew has the keen ability to understand the values and goals of every client he works with before creating a financial structure. He commits himself to developing personal connections so he can gather key information, and will take the time to review every personal and wealth objective all of our clients have before tailoring the perfect management plan.
Phone: 905-581-0878
Email: andrew@imperiallife.ca
Zach Murray
CFP
Zach supports us through a number of daily operations including research and analysis. With his expertise, we can operate at a higher frequency for our clients.
Zach’s Bachelor of Commerce degree and goals to become an established and knowledgeable financial advisor is shown through his incredible drive to not only build a future with our team, but when working to build financial plans for our clients.
Phone: 905-581-0878
Tristen Qaderi
CFP, CLU, CHS
Tristen Qaderi, holding CFP, CLU, CHS designations, has a seasoned background with top Canadian banks and firms like Investors Group, Sun Life Financial, and Canada Life. His expertise spans financial services, including retirement, estate, and tax planning, alongside risk and investment management. Tristen is dedicated to forging lasting connections, guiding clients through their financial landscapes with clarity and precision.
Phone: 905-581-0878
Email: tristen@imperiallife.ca
Emilia Romano
Emilia brings a strong passion for all things creative and marketing to our team. Her extensive background in brand awareness, business development, and graphic design allows her to thrive in a multitude of areas.
Her drive, leadership, organization, and loyalty to both MedTax, and Imperial Lifestyle Management are reflected in the incredible work and support she brings to our team.
Phone: 905-581-0878
Email: emilia@imperiallife.ca
Long Nguyen
A Wilfrid Laurier University graduate with honours in Business Administration and Financial Mathematics, Long brings a scope of investment knowledge that is backed by four years in the financial industry. As the newest member to the Imperial team, Long works to support the Advisory Team in cash flow management and tax planning.
He sets his target on becoming a trusted investment advisor and strives to steward clients through the complexity of the financial system. Long advocates for educating clients in order to create financial sustainability.
Phone: 905-581-0878
Email: long@imperiallife.ca
Ann Hutchinson
Ann’s well-rounded experience represents strong analytical skills, staff and office management, event coordination, informational counseling – all the while being a friendly team player.
She approaches all aspects of any job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges. She brings with her an extensive background in customer service.
Phone: 905-581-0878
Email: ann@imperiallife.ca
Roxanne Peru
Roxanne is the key to keeping our office operations seamless, managing interactions across both Wealth & Lifestyle Management divisions with unmatched efficiency. She brings a wealth of experience in customer service and financial advisory, ensuring our team remains informed, coordinated, and focused on achieving our clients’ goals. Her adeptness at navigating the complexities of trading, investments, and regulatory compliance makes her an indispensable part of our team.
Phone: 905-581-0878
Email: roxanne@imperiallife.ca
Junning Zeng
With a bachelor’s degree in Telecommunication Engineering and a Graduate Certificate in Mobile Solution Development, Junning is an expert in maintaining data security and ensuring our team has everything they need to be successful.
Junning also supports our team through any technical challenges and equips our systems with the tools required to formulate effective strategies and keep our client’s information safe.
Phone: 905-581-0878
Email: Junning@imperiallife.ca
Andrew Dennis
CFP, CLU
Andrew has the keen ability to understand the values and goals of every client he works with before creating a financial structure. He commits himself to developing personal connections so he can gather key information, and will take the time to review every personal and wealth objective all of our clients have before tailoring the perfect management plan.
Phone: 905-581-0878
Email: andrew@imperiallife.ca
Zach Murray
CFP
Zach supports us through a number of daily operations including research and analysis. With his expertise, we can operate at a higher frequency for our clients.
Zach’s Bachelor of Commerce degree and goals to become an established and knowledgeable financial advisor is shown through his incredible drive to not only build a future with our team, but when working to build financial plans for our clients.
Phone: 905-581-0878
CFP, CLU, CHS
Tristen Qaderi
Tristen Qaderi, holding CFP, CLU, CHS designations, has a seasoned background with top Canadian banks and firms like Investors Group, Sun Life Financial, and Canada Life. His expertise spans financial services, including retirement, estate, and tax planning, alongside risk and investment management. Tristen is dedicated to forging lasting connections, guiding clients through their financial landscapes with clarity and precision.
Phone: 905-581-0878
Email: tristen@imperiallife.ca
Emilia Romano
Emilia brings a strong passion for all things creative and marketing to our team. Her extensive background in brand awareness, business development, and graphic design allows her to thrive in a multitude of areas.
Her drive, leadership, organization, and loyalty to both MedTax, and Imperial Lifestyle Management are reflected in the incredible work and support she brings to our team.
Phone: 905-581-0878
Email: emilia@imperiallife.ca
Long Nguyen
A Wilfrid Laurier University graduate with honours in Business Administration and Financial Mathematics, Long brings a scope of investment knowledge that is backed by four years in the financial industry. As the newest member to the Imperial team, Long works to support the Advisory Team in cash flow management and tax planning.
He sets his target on becoming a trusted investment advisor and strives to steward clients through the complexity of the financial system. Long advocates for educating clients in order to create financial sustainability.
Phone: 905-581-0878
Email: long@imperiallife.ca
Ann Hutchinson
Ann’s well-rounded experience represents strong analytical skills, staff and office management, event coordination, informational counseling – all the while being a friendly team player.
She approaches all aspects of any job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges. She brings with her an extensive background in customer service.
Phone: 905-581-0878
Email: ann@imperiallife.ca
Roxanne Peru
Roxanne is the key to keeping our office operations seamless, managing interactions across both Wealth & Lifestyle Management divisions with unmatched efficiency. She brings a wealth of experience in customer service and financial advisory, ensuring our team remains informed, coordinated, and focused on achieving our clients’ goals. Her adeptness at navigating the complexities of trading, investments, and regulatory compliance makes her an indispensable part of our team.
Phone: 905-581-0878
Email: Roxanne@imperiallife.ca
Junning Zeng
With a bachelor’s degree in Telecommunication Engineering and a Graduate Certificate in Mobile Solution Development, Junning is an expert in maintaining data security and ensuring our team has everything they need to be successful.
Junning also supports our team through any technical challenges and equips our systems with the tools required to formulate effective strategies and keep our client’s information safe.
Phone: 905-581-0878
Email: Junning@imperiallife.ca
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