Retired Physician

  • CERB, CEWS and CEBA: Top 15 questions from physicians

    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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  • COVID-19 support measures: At a glance

    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 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

    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

    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

    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

    MD Physician Financial Literacy Study

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  • Three key findings about Canadian physicians and financial literacy

    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

    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

    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

    Pursuing a fulfilling retirement

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  • Post-divorce, a physician mom adjusts her family-friendly plan

    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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  • Crafting your next chapter: Pursuing a fulfilling retirement

    Crafting your next chapter: Pursuing a fulfilling retirement

    Checking items off your retirement “bucket list” of activities doesn’t necessarily contribute to a fulfilling life.

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  • Is your corporate legacy a gift to the government? How to avoid double taxation

    Is your corporate legacy a gift to the government? How to avoid double taxation

    If you have a corporation without a capable executor, you could be subject to double taxation.

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  • Planning for retirement - focus on lifestyle first

    Planning for retirement - focus on lifestyle first

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  • Pre-retirement goal-setting

    Pre-retirement goal-setting

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  • Five tips to get retirement ready

    Five tips to get retirement ready

    Here’s 5 tips that you can use now to keep your retirement plans on track.

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  • Anxious about retirement? Three small steps to get your retirement plan up and running

    Anxious about retirement? Three small steps to get your retirement plan up and running

    Retirement represents a significant life transition, and feelings of worry are common among physicians contemplating retirement.

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  • Doctors and retirement: It’s complicated

    Doctors and retirement: It’s complicated

    Talking finance is often seen as taboo for physicians — but that’s starting to change.

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  • What type of investor are you?

    What type of investor are you?

    What kind of investor are you? Here’s an easy way to decide if you have the investment service you want and are getting the level of advice you need.

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