Top questions about powers of attorney for personal care and property
Discover what Power of Attorney documents are and why you should have them, how to set up your Power of Attorney documents, and other important tips.
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Retired Physician
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Converting your RRSP to a RRIF
For the majority of RRSP holders who are or will be 71 this year, converting their RRSP to a RRIF makes the most financial sense. Here’s what you need to know.
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Top 7 things that physicians need to know about RRSPs
What is the RRSP contribution deadline? How do you create contribution room? What are the benefits? Here are things physicians need to know about RRSPs.
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Retirement savings: What’s a physician’s magic number?
As a physician, how do you figure out what your average retirement savings should be? Here's how we can estimate your retirement income.
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Donor advised funds: A win-win for you and your charities
Donor advised funds (DAF) can make charitable giving more strategic, meaningful and impactful. Learn how.
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Optimizing your RRSP strategy according to your career stage
Your RRSP strategy will be different, depending on whether you’re a medical student, resident, practising physician or retired. Learn why.
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4 reasons to consolidate your RRSPs
As you approach retirement, there are many advantages to bringing your many RRSP accounts together at one financial institution. Learn why.
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2020 was different: Is your financial planning strategy still appropriate?
COVID-19 has had a significant impact on Canadian physician households and their finances in 2020. Learn about the need for physician-focused financial advice.
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Fraud prevention: Tips on protecting yourself from scammers
The general perception of physicians as busy high-income earners makes them a prime target for investment scams. Learn how to prevent yourself from fraud.
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Financial infidelity: How to stop the money lies
Financial infidelity can take many forms. People may lie to their partners about finances by keeping private bank accounts and credit cards, or hiding money with family members.
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How to ‘divorce-proof’ your child’s inheritance
Here’s how to help “divorce-proof” your children's assets so they won't have to split their inheritance with their ex-partner.
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COVID-19 support measures: At a glance
Here’s our roundup of the economic measures that the federal government has announced so far to support Canadians affected financially by the COVID-19 outbreak.
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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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Executors 101: Choosing an executor to administer your estate
Your executor has a big role to play in settling your estate. Here's what you need to know to make the right choice for you.
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The ultimate guide to estate planning for Canadian physicians
From understanding the importance of an estate plan to getting it done, this guide will help get you thinking about how to meet your estate planning needs.
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Benefits of inter vivos trusts — Examples in action
Inter vivos trusts are commonly established for tax efficiency and personal needs. Learn more about the advantages and how to set up an inter vivos trust.
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New deadline for income tax payments: September 30
The deadline for filing your 2019 tax return is Sept 30, 2020, and it’s fast approaching. Read our tax deadlines at a glance to make sure you’re prepared.
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Bringing estate planning to the forefront
We recently held an estate planning webinar series. Watch the recording from the session in your region!
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Should you use income splitting to optimize your family’s tax bill? Consider a prescribed rate loan
If you’re thinking about how to lower your family tax bill, a prescribed rate loan is a flexible, tax-wise strategy that might be right for you. Learn why.
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Passing down the family cottage
Learn how to manage the capital gains tax, which can be a major obstacle when passing down the family cottage to the next generation.
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