The value of financial advice
Industry studies that attempt to quantify the value of financial advice have found that working with a financial advisor has real benefits.
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Insurance
Insurance strategies to build, protect and share wealth.
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Insurance Innovation: Risk management for physicians
We’re pleased to offer a webinar specifically designed to showcase the opportunities available to you within the realm of insurance.
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Insurance Overview
Integrating appropriate insurance strategies into your overall financial plan is a powerful way to build, protect and share wealth.
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Disability insurance for Canadian physicians: What you need to know
Here are some common questions about disability insurance for Canadian physicians.
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Medical students’ top concerns about disability insurance
As a medical student, are you wondering whether you really need disability insurance? Get the answers to your top concerns about disability insurance.
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Three essential types of insurance for physicians
As a physician, you can reduce the risks to your income by getting the insurance coverage you need, long before you need it. Learn more.
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Why life insurance is essential
What would your family do if you were to die suddenly? Would they be able to manage without your income? Learn how life insurance can help.
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Why participating whole life insurance might be right for you
A participating whole life insurance policy provides tax-free growth while you’re alive and a tax-free lump-sum payment to your beneficiaries when you die. Learn more.
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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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Life insurance 101 for Canadian physicians
Watch a short explainer video on life insurance for medical students, residents and new to practice physicians.
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5 common questions about life insurance
Find the answers to five common questions about life insurance here, and learn why you might want to make life insurance part of your estate plan.
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Mortgage default insurance: What homebuyers need to know
Looking to buy a home? Here’s an overview of down payment, mortgage default insurance and the changes that are coming from the CMHC.
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What are the 3 types of insurance for homeowners?
As a homeowner, learn the difference between homeowner insurance, mortgage default insurance and creditor insurance.
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The dos and don’ts of financial planning for locums
Financial advice for locum tenens: tax planning, incorporation, insurance.
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Five key findings about how Canadian physicians are preparing for retirement
The MD Physician Retirement Readiness Study explores how Canadian physicians are thinking about and preparing for retirement.
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A parent's financial guide to paying for medical school
The cost of medical education in Canada can easily exceed $100,000. Here are some ways to help you cover the costs of your child's years in medical school.
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Insurance for medical residents
As a medical resident, your ability to earn an income is one of your most valuable assets. But life can be unpredictable. In case of accident, illness or death, insurance can help protect your future
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Sharing the wealth: why it pays to donate private shares to charity in your estate plan
If you are an incorporated physician, you can reduce the tax burden on your estate by donating shares from your private corporation
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Financial advice helped this client recover from one financial mistake, and avoid another
Dr. E counts himself among the lucky ones. After overcoming a financial setback in his early 40s, he nearly made a colossal mistake a decade later that could still be affecting him.
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Use Permanent Life Insurance to Keep Your Recreational Property in Your Family
Your recreational or second property can have significant emotional value to you and your family as a source of many fond memories. From a legal perspective, however, the government considers this...
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