A BC CPRSP Review
This webinar is an introduction for those who will access CPRSP for the first time this year, and a refresher for others who may be aware of the benefit but have questions about it.
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Estate Planning
Fully invested in your peace of mind.
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How dividends are taxed in Canada
Dividends are a useful way to pay yourself through your company. Here's how dividends are taxed in Canada to make sure you're optimizing your tax savings.
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A market and economic update
Join us as we speak to the current market events, economic conditions, portfolio performance and 2023 predictions in our latest market update.
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Executors, estate administration and MD Private Trust Company
Your executor is the person you appoint in your will to administer your estate and ensure that your final wishes are carried out according to your intentions.
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Charitable giving: tax-effective strategies
Learn tax-effective charitable giving strategies that allow you (or your estate) to benefit from tax savings while the charity benefits from your gift.
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Physician wellness: Reflections on the challenges and opportunities
Join us and guest speakers as we discuss physician wellbeing.
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Planned charitable giving
A planned charitable gift is a thoughtful way of giving to registered charities as part of your estate plan. Find out more about what you should consider when creating a planned charitable gift.
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Estate planning for the single doctor: Do you still need a will?
If you don’t have a spouse or partner, or any children, you might think you don’t need a will, but there are still compelling reasons to prepare an estate plan. Learn why.
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What are probate fees and how to avoid them
Learn what probate fees are and how to reduce or avoid them altogether when finalizing your estate plan.
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How an MD Family Trust can benefit your family
MD Financial Management offers a product that could be available to those looking to invest funds and still provide tax-efficient financial support to their lower-income children or grandchildren.
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Planning ahead: When, why and how best to wind down your corporation
Request the recording of this webinar where we discussed corporate planning strategies that could help you lower taxes and leave more behind for your family
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4 things life insurance can do for incorporated physicians
As an incorporated physician, you can enjoy the financial benefits of a life insurance policy while still very much alive. Learn how.
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Joint partner trusts
Joint partner trusts are useful estate planning tools that provide a way to save on probate fees and make your estate easier to administer when you die.
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The Moldenhauer Family: Optimizing taxes and protecting their wealth
As MD Signature clients, the Moldenhauers receive an elevated level of personalized financial advice and comprehensive service. See the service in action.
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The Kaminsky Family: Transferring their wealth tax-effectively
As MD Signature clients, the Kaminskys would receive an elevated level of personalized financial advice and comprehensive service. See the service in action.
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Estate planning checklist: Everything you need to think about
Whether you need to create a new estate plan or update an existing one, review our checklist to make sure you've got what you need.
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Beneficiary designations
Factoring in beneficiary designations as part of your overall estate planning
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I’m an executor for a physician. How do I deal with their corporation?
Here are the things you need to know if you’ve been named estate executor for a physician parent, spouse or sibling with a corporation.
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Sharing the wealth: why it pays to donate private shares to charity in your estate plan
As an incorporated physician, you can reduce the tax burden on your estate by donating shares from your private corporation. Learn how.
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Access Cash From Your Permanent Life Insurance Policy
Permanent life insurance can provide you, your family and your professional corporation with a wide range of benefits. One of these benefits is the cash value that can accumulate over time without...
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