How new trust reporting requirements for bare trusts could impact you
The income tax rules governing which trusts must file an annual T3 Return have been expanded. Find out if the new rules affect you.
Wealth transfer: Having challenging conversations with your family
Wealth is a complex topic to navigate, particular in the context of family. Here’s why it’s important to start the conversation sooner rather than later.
Value of Advice: I just inherited a large sum of money. What should I do with it?
When a physician inherits a large lump sum of money, the implications can also be much greater than for the average salaried employee. Learn why.
Preparing for the family meeting: how to talk to your children about your estate plan
A well-planned family meeting can defuse tension around your estate and provide crucial feedback to help you fine-tune your plan and keep it aligned with your vision.
Why corporate-owned life insurance is a powerful planning tool
You probably know that life insurance can provide a tax-effective lump sum to your heirs or your estate at death. But did you know that life insurance also offers benefits while you’re alive?
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.
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.
Alter ego and joint partner trusts
Alter ego and joint partner trusts can be used to facilitate a number of estate planning goals…
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.
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.
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.
MD Signature
Simplify your financial affairs so you have more time and freedom — to focus on the things that matter most to you.