Orlic Harding Cooke Wealth Management Group

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A focus on advising medical professionals

Wealth management consulting and financial planning

Our team focuses on advising medical professionals, individuals, business executives and incorporated small business owners to invest with peace of mind through a wealth management process that includes investment consulting, advanced planning and relationship management.

Our team members all hold the prestigious Certified Financial Planner (CFP) designation along with other financial and estate planning credentials.  To streamline your wealth and simplify your life, we will communicate directly with your professional advisors, such as your accountant and lawyer. If you do not already have these advisors, we will be happy to share our professional relationships with proven accountants, lawyers, tax specialists, business evaluators and estate planning experts.

Train arriving, symbolizing timely insights

Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 26 October 2026

A change in the air

The winds have shifted and while we don’t know how long this will last, it’s a sign that market fragility has increased.

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Investor Strategy - November 2026

Stickhandling the headwinds

While November and December are often positive months, they may prove to be challenging this year. It has been a wild year already, which is likely to continue.

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Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

2026 year-end tax planning checklist

Effective wealth planning takes place throughout the year.

Take key tax-planning steps before the end of the year to make a positive impact on your overall finances.

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