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.
Error - something went wrong!
Other content in this Stream
Peace, order and good dividends: Bank stocks offer a calming touch
As an industry, Canadian banks have shown amazing resilience through volatile markets.
MD Platinum Global Real Estate Pool
Introducing MD Platinum Global Real Estate Pool
As expected, the Bank of Canada holds interest rates steady
The Bank of Canada announced today that it is holding interest rates steady—for the time being. Going forward, it says rates will need to rise at least 0.75% to reach a more neutral range.
Humbling end to 2018 leads to potential for 2019
There are a few reasons to be cautious about the global economy as we head into 2019 but we remain optimistic. Our economic indicators are telling us that there’s some potential in the new year.
Holiday reading list: Our most popular blog posts of 2018
The Top 5 stories read by Canadian doctors on the MD Blog in 2018, written by the investment experts and editorial team of MD Financial Management.
U.S. Federal Reserve boosts rate, lowers expectations for 2019
U.S. Federal Reserve (Fed) announced it was raising its Fed Fund's rate by 0.25% to 2.25% - 2.50%, making it the fourth interest rate hike of 2018. The unanimous decision was unsurprising given market
The Fed should pump the brakes on early 2019 hikes
Investors are tuning in to hear what the U.S. Federal Reserve will say (and how they say it) this week, when the Fed makes its next interest rate policy announcement on December 19th.
A team effort
A great client experience begins with developing a strong internal culture says Michelle Masson, Executive VP and Female Executive of the Year.
Investment Podcast: The way Walter Scott & Partners Ltd. invests
Renewing relationships post retirement
Europe's really big (but maybe not so bad) year
Here are some of the key risks and opportunities for investors in the Eurozone for 2019. Plus, the MD investment team highlights a few select portfolio picks in France, Italy and Spain.
Welcome news for some of Ontario’s incorporated physicians
The Ontario government will be adopting federal tax measures to limit small business deduction for corporations based on passive income in response to the federal government’s passing of legislation
When it's time to retire
Many physicians need a shift in mindset to transition to a new phase of lifeWhen the concept of a paid retirement gained traction in the 1800s, most people saw it as a brief period of rest and...
A smart practice: Splitting income to keep more of your money
Income splitting is a tax strategy that allows a higher-income earning spouse to equalize their income with their lower-income earning partner to effectively lower their overall tax bill.
No big surprise as U.S. Fed holds rate steady
The U.S. Federal Reserve decided to keep their target interest rate range at 2.00% - 2.25%. But we can expect further hikes soon as the Fed makes it clear that economic conditions warrant it.
Pay yourself first: A savings strategy that leaves more in your pocket
Time and cash can be in short supply during the demanding years of med school and residency. When it comes to money, you may find it hard enough just to stay ahead of expenses. So how do you plan...
Sharing the wealth: why it pays to donate private shares to charity in your estate plan
If you are an incorporated physician, you can reduce the tax burden on your estate by donating shares from your private corporation
Automated Investing with MD ExO Direct