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
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
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
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
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.
Read article
Here’s 5 tips that you can use now to keep your retirement plans on track.
Read article
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
Read article
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.
Read article
You'll need every advantage possible to get your tax return right. Optimize your tax filing with these simple but effective tax tips.
Read article
The Bank of Canada holds its target for the overnight rate at 0.25%.
Read article
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
As an incorporated physician, you can enjoy the financial benefits of a life insurance policy while still very much alive. Learn how.
Read article
Retirement planning is more complex if you’re incorporated. Read this guide if you’re an incorporated physician in Canada who is approaching retirement.
Read article
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.
Read article
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.
Read article
With some smart tax planning, you can take advantage of the pension income tax credit to reduce your household tax bill. Learn how.
Read article
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.
Read article
Approaching retirement with substantial assets in your corporate account? Learn why it’s important to create a tax-efficient income stream from your investments and what to do with your corporation.
Watch video
What should the average physician's net worth be at retirement? It's complicated. Learn how we generate projections in a retirement plan.
Read article
Your RRSP strategy will be different, depending on whether you’re a medical student, resident, practising physician or retired. Learn why.
Read article
One of China’s largest property developers, Evergrande, doesn’t have to cash to pay its debts and it’s causing volatility in global markets. Mark Fairbairn of MD Financial Management explains.
Read article
Loading More...