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 BSc, 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.


Marta Ivchenko

Business Operations Manager

Marta helps keep all process in line ensuring clients are looked after.

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.


Irving Gurau CPA
Victor Staniewski CPA
Fedder, Gurau & Staniewski CPA's
245 Fairview Mall Dr, Suite 508
Toronto, Ont. M2J 4T1
Tel: (416) 222-3221

Stephen Kwok CPA
KIW and Company LLP
105-3650 Victoria Park Ave, Suite 105
Toronto, Ont. M2H 3P7


Martin Houser
Harris, Sheaffer LLP
4100 Yonge St, Suite 610
Toronto ON M2P 2B5
(416) 250-2857

Michelle Kotzer
Wills & Estates Lawyers
7951 Yonge St
Thornhill, ON  L3T 2C4
(905) 881-1500

Mortgage Specialist

David Baker
Verico Premiere Mortgage Centre
(416) 627-8147



Kealy Wharram
Royal LePage Elite Realty Brokerage
(647) 618-8679