Contact an
MD Advisor

Case Studies

How a Profitable Hobby Led to a Financial Opportunity

Dr. F., a retired physician, wants to know how he can share his income with his grandchildren in a tax-efficient manner.

Financial advice helped this client recover from one financial mistake, and avoid another

Dr. E counts himself among the lucky ones. After overcoming a financial setback in his early 40s, he nearly made a colossal mistake a decade later that could still be affecting him.

Will med school debt derail this student’s goals?

“David,” 24, is borrowing a lot of money for medical school. But a solid plan provides peace of mind.

When is the right time to retire?

Dr. C, a 62-year-old family physician, the answer may be: not yet.

Can a young physician start a family and avoid debt?

Dr. B, a 29-year-old family physician in Quebec, worries about balancing maternity leave with her financial goals.

Is incorporation the right choice?

Dr. A, a 37-year-old family physician in Toronto, wonders whether incorporation is a worthwhile strategy.

Trademark of the Canadian Medical Association, used under license.