Discover tax strategies tailored to you
At MD Financial Management, we understand the complexities of physician finances. That's why we've developed tax planning strategies that work proactively throughout the year to protect and grow your wealth.
The right approach for every stage of your career
Our MD Advisors will help ensure that proactive tax planning is part of your overall financial planning process, and that you’re optimizing tax-advantaged accounts accordingly.
If you’re a medical student, resident or new to practice, they can help you decide between opening an RRSP, TFSA or FHSA, or choosing incorporation and a corporate investment account. And if you’re a practising or retired physician, they can advise you on what to allocate to these accounts and what the longer-term tax ramifications will be.
Our approach is tailored specifically to you – considering the unique aspects of your medical career, your personal circumstances and your family's goals. Your finances are different from most, and the guidance you get should be different too.
Your MD Advisor* can:
Help you optimize tax-advantaged accounts accordingly
Find appropriate tax strategies (e.g., incorporation, income splitting)
Assess your current plan and past strategies, and adjust as needed
* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.