Retired Physicians
Live your best life in retirement and secure your legacy for the future.
Preventing a loss of identity when transitioning to retirement
For physicians, retiring from full-time practice doesn’t have to mean losing your sense of purpose or even your ability to earn income.
Recommended Federal Budget 2024: Highlights for physicians
On April 16, 2024, Federal Finance Minister Chrystia Freeland tabled the 2024 federal budget with changes that will impact a physician’s practice.
Helping the seniors in your life detect and avoid home renovation scams
Learn how home renovation scams work, how to recognize them and prevent them, and how you can help if someone you know falls victim to one.
A Guide to Alternative Investments
Here’s a guide to help you weigh the pros and cons and consider whether alternative investments make sense for your investment portfolio.
How to use your savings to support your longevity
Canadians are living longer, and that has significant implications for our financial well-being. Here’s how to use your savings to support your longevity.
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.
What will it cost to age in place?
Aging in place (living at home rather than moving into long-term care) comes with financial implications Here are some things to think about.
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.
Recommended Tax Changes for 2024
With the new year upon us, it’s a good time to review the major personal income tax changes for 2024. Here’s a rundown of the adjusted tax figures.
Preparing for a purpose-driven retirement
Retirement lets you reflect on who you are and who you want to be. Learn how to approach your retirement with mindfulness and purpose.
Benefits of working with an insurance consultant
Life and health insurance can play many roles in your financial plan, including safeguarding your wealth and protecting your loved ones in the event of your death or unforeseen illness.
2023 Year-end tax planning tips
The last quarter of the year is a good time to review your annual tax planning as important deadlines approach. Here are some tax planning tips to consider.
U.S. tax planning considerations for Canadian “snowbirds”
Canadians who spend a significant amount of time in the United States may be subject to U.S. income tax requirements. Here’s what you need to know.
A guide to TFSA stock trading rules
In most cases, the investment earnings that the average Canadian would make from trading stocks within a TFSA truly are tax-free. However, according to the Income Tax Act, there are a couple of major exceptions.
Canadians are living longer. How does that impact my retirement savings?
A good retirement plan aims to find a balance between maximizing life enjoyment and alleviating fears about running out of money in old age. And the fact that Canadians are living longer puts an even greater emphasis on a sound retirement plan.
Private Equity: Frequently Asked Questions
Private equity is a type of investment where capital is used to buy and operate companies that are not publicly traded, giving qualified investors access to a large number of privately held companies.
Charitable donations: Ordinary and exceptional gifts explained
When it comes to charitable giving, there are two types of donations: ordinary and exceptional. Learn your options when planning your charitable gift.
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?
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.