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.
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Retired Physician
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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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.
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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.
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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.
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How to minimize taxes when transferring your wealth
A good estate plan starts with understanding the tax consequences of the types of assets you own. The next step is to use strategies to mitigate their tax impact.
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MD Physician Financial Literacy Study
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Three key findings about Canadian physicians and financial literacy
Most practicing medical doctors in Canada don't feel well-educated about personal finance, and many of them report feeling "stressed" about making financial decisions regarding their priorities.
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Top 7 things that physicians need to know about RRSPs
Get the basics on RRSP contribution deadline, RRSP contribution amount, and understand the tax savings.
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What's the best order for drawing your retirement income
When you begin to draw income in retirement, there are different tax consequences for each source of cash flow.
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Pursuing a fulfilling retirement
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Post-divorce, a physician mom adjusts her family-friendly plan
In this MD Financial Management series, we talk to physicians about what gives them confidence in financial planning for the future. *Real-life stories have names changed to protect privacy.
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