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Financial planning for physicians

Your financial situation is likely complicated — and that’s why the planning process never stops.
Talk to an advisor

Create a path to the future you want

A financial plan is a manifesto that emerges as you and your Advisor work together to understand you and your goals. It’s a written statement that reflects your hopes and ambitions. And it changes as needed so that it’s always an up-to-date reflection of your wishes and financial situation.

Because MD specializes in physicians, your plan will help you anticipate and prepare for the challenges and opportunities you’ll face from graduation, to residency, into practice, and well into retirement.

Asset management

Build a portfolio of assets that combines growth potential with your tolerance for risk. You’ll have access to investments from every asset type and can continually adjust your mix to match your life stage and investment goals.

Financial management

Strike a balance between living well today, paying off your debt and saving for the future. We take a look at your income and expenses, work with you to define your short- and long-term goals, then create a plan to achieve them.

Risk management

Protect your earnings, your family’s well-being and the legacy you want to leave. Your MD Advisor can help you determine the solutions you need, the right amount of coverage and whether you would benefit from individual solutions or corporately held ones.

Tax planning

Minimize the tax you pay now, through retirement, and when you leave a legacy. Along with your tax professional, we can help you determine the best way to generate the most tax-effective forms of income and transfer your wealth in a cost-effective way.

Retirement planning

Create a plan that truly reflects the reality of your career. That means making sure you have built up assets over time for your retirement and drawing an income from your portfolios (combined with other sources of income – like the Medicus Pension PlanTM) so that you can enjoy the retirement lifestyle you want.

Estate planning

Craft a well-documented estate plan through discussion and review with you and your family, so that more of your wealth can be shared with your beneficiaries, with the least amount of stress and the greatest tax efficiency.

We earn your business and your trust every day

Your MD Advisor is committed to the highest standards of ethics and conduct. You can expect recommendations made with your best interest at heart, timely responses to your questions and concerns, and complete transparency about fees and other expenses.