The Clarity MD team can help.
We offer comprehensive financial planning and advice to help you realize your goals and dreams.
We're completely independent, not tied to any financial institution or approach. Instead, we've built relationships with a variety of strategic professional partners who can help fulfill your needs. And that means we can offer the financial products and advice that suits your needs best.
Rex Chan BASc, CFP
Financial Advisor & Founder
Rex Chan is a Certified Financial Planner focused exclusively on the specialized financial and insurance needs of medical students, residents and established physicians. With his strong network of partnerships with other trusted professionals, Rex provides comprehensive, tailored financial planning advice and fosters long-lasting relationships with his clients. Rex has worked with medical practitioners for over a decade, gaining expertise and a unique understanding of the field, making him a sought-after guest speaker at medical meetings and conferences. He has also been an instructor in risk management and retirement planning at Seneca College.
Rex and his wife Constance live in Mississauga, Ontario with their two sons.
Crystal Chung B.B.A.
Operation and Client Success Manager
Crystal joined Clarity MD in 2021 as the Financial Advisor’s Assistant. Within the first year, she was able to use her background knowledge of business administration in finance to help the company grow which led to her recent promotion of Operation and Client Success Manager. She overlooks the business operations and develops new systems to increase efficiency and productivity. With an extensive knowledge of organizational effectiveness, Crystal is making sure our productivity goals are met and the clients are being looked after.
Iryna Isak
Executive Assistant and Client Success Manager
Iryna joined Clarity MD in October 2024 as an Executive Assistant, bringing a strong background in economics and extensive experience in customer service and administration. She is known for her exceptional organizational skills, multitasking abilities, and adaptability in fast-paced environments, making her an essential support to both our team and clients. Iryna's proactive problem-solving approach and attention to detail ensure that every interaction is seamless and well-managed, contributing to a positive experience for everyone she works with.
Strategic Partners
From time to time, and at different stages of your life and career, you'll need help from other business professionals. As a client of Clarity MD Services, you'll have access to a wide variety of professional services through our network of strategic partners.
Accountants
Bonnie Tan CPA, CA, MBA
Bowen Li CPA
MNP
3100 Steeles Avenue East, Suite 700
Markham, ON. L3R 8T3
Tel: (416) 515-3847
bonnie.tan@mnp.ca
Arnold Esaagoolian CPA, CA
Fedder, Gurau & Staniewski CA's
508 - 245 Fairview Mall Drive
Toronto, ON. M2J 4T1
Tel: (416) 222-3221
arnold@fgsaccountants.com
Lawyers
Martin Houser
Harris, Sheaffer LLP
4100 Yonge St, Suite 610
Toronto ON M2P 2B5
(416) 250-2857
mhouser@harris-sheaffer.com
Michelle Kotzer
Wills & Estates Lawyers
7951 Yonge St
Thornhill, ON L3T 2C4
(905) 881-1500
mkotzer@fishlaw.ca
Mortgage Specialist
David J. Baker
Premiere Mortgage Centre
416-627-8147
david.baker@premieremortgage.ca
Realtor
Kealy Wharram
Royal LePage Elite Realty Brokerage
(647) 618-8679
kealy@royallepage.ca
