No changes to U.S. Federal Reserve monetary policy. The Fed holds rates and continues with asset purchases, expect at least one rate hike by the end of 2023 as the post-pandemic bounce-back takes hold
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Julie Petrera and Jean-Francois Bordeleau discuss investing within the context of financial planning for physician families in the current environment. Listen now!
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Designating a beneficiary for your registered account or insurance policy can provide important benefits. Here are the points to consider for estate planning.
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The Bank of Canada announced it will keep its key interest rate unchanged at 0.25% while it keeps a close eye on the economy and inflation.
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The amount of CPP you get is based on your contributions and the age at which you start taking these benefits. Here are some options to consider.
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The best order for withdrawing funds in retirement starts with your goals and circumstances. Learn some strategies to get the most out of your withdrawals.
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Industry studies that attempt to quantify the value of financial advice have found that working with a financial advisor has real benefits. Learn more.
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Watch our tax tips video for retired physicians to learn about what tax deduction and tax credits you may be entitled to.
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Some TFSA blunders trigger harsh tax penalties from the Canada Revenue Agency and unravel the benefits of tax-free investing. Learn how to avoid them.
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This guide will help you understand what tax credits, deductions, and government benefit programs you may be eligible for as a retired physician in Canada.
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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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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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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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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 (DAF) can make charitable giving more strategic, meaningful and impactful. Learn how.
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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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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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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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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 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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