The inception of Moakler Wealth Management Inc. was not merely an idea that took shape over time. It was a vision that emerged from personal battles and realizations. Founder and President of Moakler Wealth Management Inc., John Moakler’s entrepreneurial journey with the company was inspired by his own battle with cancer and the financial constraints he faced while paying out of pocket for his treatment. By identifying too many “conflicts of interest” in his practice as a Certified Financial Planner in 2013, John left his job to build his own financial company, Moakler Wealth Management Inc., in 2014, a financial planning organization built to aid doctors and dentists in safeguarding their financial health.
After Moakler Wealth Management received the title of one of the “Most Innovative Companies to Watch 2026” by The CEO Views, John eagerly shared his journey with us, recounting the milestones and triumphs that shaped their path.
A Process-Oriented Approach
John Moakler’s academic background in math and computer science contributes to his robust numerical and process-oriented approach to financial planning. After leaving the world of information technology for financial planning in 2003, he later returned to school to earn the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. In his words, “These combined financial planning designations opened my eyes and provided me with the knowledge & confidence to work with professionals, such as Doctors & Dentists, as well as more complex estate planning engagements.”
An Idea Inspired by Personal Battles
After being diagnosed with Osteosarcoma in 2010, John underwent prolonged treatment until he was cured in 2011. Thanks to his insurance knowledge, John managed to pay for his treatments through a Critical Illness Policy and his own funds. After returning to practice in 2013, he observed that he could only offer 1 type of Mutual Fund platform and recommend insurance products from 1 company. This realization from his clients helped him make a strategic decision to leave and start his own company in 2014. Today, representing over 22 different insurance companies and a multitude of Private Wealth Investment platforms, Moakler Wealth Management stands tall in the financial planning sector.
Securing Doctors’ Financial Health
With his best-selling book ‘Heal Thy Wealth — How Doctors Are Misdiagnosing Their Own Financial Health And What They Can Do About It,’ published in 2016, John took a step toward helping fellow Canadians, especially Doctors and dentists, in protecting their finances. As they devote enormous amounts of their time and energy to the health of their patients, they hardly pay enough attention to their finances. With an aim to rectify that imbalance, John marched toward fulfilling his straightforward and ambitious vision: Every doctor and dentist in Canada will take as much care of their financial health as they do of their patients’ health.
Ensuring a Sustainable Retirement Plan
Moakler Wealth Management helped its clients build a sustainable retirement plan by focusing on their cash flow and designing the doctors’ paycheques as tax-efficiently as possible, maximizing the effectiveness of their Professional Corporation. The firm demonstrated how to turn personal costs into tax-deductible corporate expenses. By leveraging clients’ corporations to create a personalized pension plan, Moakler Wealth Management helps them create a Tax-Free Retirement Paycheque.
The company implements various insurance strategies to eliminate Revenue Canada from clients’ estates, and it can introduce an additional strategy of helping interested doctors leverage their corporations to grow a rental real estate portfolio. As financial planners, the team at Moakler Wealth Management is always learning. As a CLU Designated Financial Planner, John aims to do 30 hours of Continuing Education (CE) credits, ensuring additional creativity while putting successful and new strategies in place for clients.
Customizing Financial Plans
Moakler Wealth Management develops “A Bullet-Proof Financial & Retirement Plan” against any “What if Scenarios,” including life events, disability, death, critical illness, and more. By deploying strategies successfully, the company ensures that clients’ money outlives them and that they don’t outlive their money. The College of Physicians & Surgeons does not allow doctors to hold rental real estate in their professional corporation unless it is part of their medical practice. Moakler Wealth Management offers estate structures to address this issue.
Digitalizing Wealth Management
“We started to use Zoom in 2014, yes, 6 years before the pandemic. And so we started to close business using Zoom, and I have at least 2 doctors who are clients that I have never met in person; it has all been online, and I generated more than $250K in commissions off of these 2 doctors,” shared John. During the COVID-19 pandemic, the firm adapted and developed a 27-minute webinar with 230 slides and 3 client case studies. By leveraging the right tools, the company tracked webinar usage. Moakler Wealth Management also uses a software planning platform to extrapolate the plan into the future.
A Promising Future for Moakler
After launching a Financial Planning Coaching arm of the business for Advisors and Planners in Canada and the USA, John successfully launched his Dinner Seminar Program named ‘The Wealthy Entrepreneur’ in Naperville, IL, and Denver, CO in 2025. In 2026, the firm will be launching the expanded program with additional Hand-Selected Financial Advisors/Planners and it is now called – The Wealthy Doctor – in Houston, TX (April 7 & 9), Tampa Bay, FL (May 5 & 7), Miami, FL (May 12 & 14), Fairlawn, Ohio (May 19 & 21) and Atlanta, GA (June 16 & 18). Last but not least, John’s bestselling book ‘Heal Thy Wealth — How Doctors Are Misdiagnosing Their Own Financial Health And What They Can Do About It’ has been completely rewritten for the US Marketplace.
For more information, visit: moaklerwealthmanagement.com
“As the President of the Peel Halton Chapter of Advocis, I encourage our team to bring in exceptional industry experts to share their knowledge on successful strategies.”
John Moakler, Founder & President
