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.
Read article
Retired Physician
-
-
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.
Read article
-
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.
Read article
-
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.
Read article
- register now
-
Bringing estate planning to the forefront
We recently held an estate planning webinar series. Watch the recording from the session in your region!
Watch on demand
-
Exclusive physician banking solutions
Learn More - Join now
-
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.
Read article
-
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.
Read article
-
Should you include a trust for your children in your will?
In this example using a physician and her husband, you’ll see the benefits of setting up a trust in your will for your children and grandchildren.
Read article
-
Meeting with an MD Advisor: What to expect
So you want help getting your finances in order and preparing for your future? Here's what to expect when you meet with an MD Advisor.
Read article
-
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.
Read article
-
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.
Read article
-
Planned charitable gifts: What you can donate, and the tax benefits
A planned charitable gift is a thoughtful way to give. The charity benefits from your gift, while you or your estate benefits from tax savings. Learn more.
Read article
-
How to repair your retirement plan after COVID-19
As a physician, have your retirement savings taken a hit due to fewer patients and higher expenses? You can still meet your goals by adjusting your financial plan.
Read article
-
How to talk to your children about their inheritance
It’s a good idea to share at least some of your wealth transfer plans with your adult children. Here are some tips for how to start the conversation.
Read article
- Follow us
-
CERB, CEWS and CEBA: Top 15 questions from physicians
We’ve compiled a list of the most popular questions about these three government programs and how they apply to physicians, their teams, and their families.
Read article
-
Should you dissolve your medical practice corporation when you retire?
Approaching retirement? Learn whether it can be better to dissolve your medical professional corporation or convert it into a holding company.
Read article
-
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.
Read article
-
What does the COVID-19 market shock mean for retiring or retired physicians?
What does the coronavirus (COVID-19) market shock mean for retiring or retired physicians? If you’re wondering what to do next, here’s some advice.
Read article
-
Want to transfer assets to your children now? Avoid these 5 costly mistakes
Before you transfer assets to your children during your lifetime, learn about some common mistakes you’ll want to avoid making.
Read article
-
Staying in control: How to avoid emotional investing
With market volatility picking up again, it’s important to remember and avoid these common investing pitfalls.
Read article
-
Loading More...
