Retired Physician

  • Automated Investing with MD ExO Direct1:51

    Automated Investing with MD ExO Direct

    MD ExO Direct offers simplified, cost-effective, goal-driven investing that’s entirely automated and online, with access to a dedicated advisory team.

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  • United States Mexico Canada Agreement (USMCA): Meet the new NAFTA

    United States Mexico Canada Agreement (USMCA): Meet the new NAFTA

    It took 13 months, but Canada, the U.S. and Mexico have finalized the new NAFTA, the United States Mexico Canada Agreement (USMCA).

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  • Biting into Apple’s new iPhones and why we’re still underweight

    Biting into Apple’s new iPhones and why we’re still underweight

    Investors and enthusiasts alike watched closely as Apple unveiled its latest iPhones. MD Financial Management takes a closer look at Apple’s business and future prospects.

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  • Opa! Greece declares financial independence

    Opa! Greece declares financial independence

    Greece finally ends its bailout, symbolizing the end of the European debt crisis. Things are improving but issues like ongoing austerity measures, debt repayment and unemployment still linger.

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  • Retirement Planning Is Not an Exact Science

    How do you figure out how much to save for retirement? Financial consultants use a number of assumptions to generate projections in a retirement plan. One of these assumptions is the rate of...

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  • RRSP or TFSA: Which Is Right for You?

    In an ideal world, you would contribute the maximum amount to both your RRSP and TFSA every year.

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  • Staying in Control: Emotional Investing

    Market volatility can make us feel uncomfortable, which may cloud our investment decisions. Here are some common investing pitfalls that are driven by emotion, and ways to avoid them.

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  • Advice or Online Brokerage? Why Not Both?

    Many physicians want to manage their own investments using an online discount brokerage account. Here’s what to expect and why financial advice and financial advisors still matter.

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  • What Kind of MD Investor are You?

    What Kind of MD Investor are You?

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  • TFSAs: Tackling Your Most Frequently Asked Questions

    Here are the most commonly asked or frequently asked questions about tax-free savings accounts (TFSA). How to open a TFSA, what to hold in a TFSA, withdrawing from a TFSA.

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  • Investing Is Easy—Until It’s Not

    Fintech has made DIY (do-it-yourself) investing easy. You can trade directly or use robo-advisors. But here are the reasons and research why financial advisors are worth the cost.

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  • What to Expect From a Robo-Advisor

    Robo-advisors are the middle ground between direct investing with no service and complete service with a financial advisor. Here’s everything you need to know about robo-advisors.

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  • Proposed Tax Changes, At A Glance

    Proposed Tax Changes, At A Glance

    Wondering what the proposed tax changes on private corporations are? Here is MD Financial Management’s quick snapshot of the proposals. 1. Income Sprinkling Pre-2017 tax rules ...

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  • No More Income Sprinkling? Other Ways to Split Income

    No More Income Sprinkling? Other Ways to Split Income

    New reasonableness tests will constrain or eliminate income sprinkling for incorporated physicians. Here are some other eincome-splitting strategies to consider to reduce taxes or save for retirement.

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  • What Are Your Options for Withdrawing Locked-in Funds?

    If you have pension funds from a previous employer in a registered locked-in account, what are your income options, if you’re retiring. Special provisions if you need to withdraw before retirement.

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  • Proposed Tax Changes to Private Corporations: More Questions Than Answers

    The federal government’s proposed tax changes for private corporations continue to draw debate during this 75-day public consultation period ending October 2, 2017. After this date, the...

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  • Protect Your Incorporated Estate Assets to Ensure Your Loved Ones Are Taken Care Of

    Estate planning can often seem complicated, especially when you’re dealing with an incorporated practice. When you set up your corporation, you knew what you hoped to achieve—higher savings, lower...

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  • How Can I See My Investment Performance and Fees?3:05

    How Can I See My Investment Performance and Fees?

    Financial institutions are now required to provide more detail for investors on the fees and compensation they collect, and on investment performance. At MD, we are going beyond the minimum requiremen

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  • Maximizing RRSPs and TFSAs: Getting the Most Out of Two Powerful Tax-Advantaged Vehicles

    Both RRSPs and TFSAs offer valuable benefits. What is the difference between an RRSP and a TFSA? How do you maximize the tax-deferred growth of each? Contribution limit, tax deductible, withdrawals.

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  • What Happens to Your Pension When You Leave a Firm Before Retirement

    If you have a registered pension plan and you leave a firm before retirement, how the funds are transferred will differ from province to province and federally.

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