Enjoy the simplicity and value of integrated wealth management
Access to the advice you need:
- Single point of contact with access to a team of multi-disciplinary MD advisors
- Referrals to a network of specialists
- Disciplined discovery process to define your short- and long-term financial goals
- Integrated into one comprehensive financial plan
We can help answer your questions:
- What savings will I require to reach my goals?
- Are my investments appropriate for my goals and risk tolerance?
- What average return should I expect my investments to earn?
- Am I paying too much in fees or taxes for my investments?
- Do I want to co-manage my investments, or would I prefer to delegate day-to-day responsibilities to an investment counsellor?
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- What goals do I want to fulfill when I'm no longer working full time?
- How much money do I need, and how soon can I retire?
- What if I work longer or retire earlier?
- How will taxes and investment performance affect my retirement strategy?
- How would an unfortunate event such as disability or illness change my retirement plans?
- How can I use my corporation to fund my retirement income?
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- Is my money working effectively for me?
- Is my debt elimination strategy realistic?
- Am I overlooking savings opportunities?
- Do I have enough money set aside for emergencies and quarterly tax installments?
- Am I maximizing the income potential from my practice?
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- Am I using credit wisely?
- Is debt hindering my ability to grow my wealth?
- Is borrowing to invest an appropriate strategy for me?
- Is my debt structured in a tax-efficient manner?
- Am I paying too much in interest and fees?
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- What can I do to ensure that my spouse and children are always financially secure?
- Will my finances remain in good order if I am ever unable to manage them?
- Do I have an executor with the time and expertise to properly manage my estate?
- How can I maximize the after-tax value of my estate for my heirs?
- Will my assets be dispersed according to my wishes?
- How can I create a legacy?
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- Is incorporation the best choice for me?
- What should I do with the surplus funds within my corporation?
- What income splitting opportunities exist?
- How can an Individual Pension Plan help me save more for retirement?
- How can I efficiently pass my corporate assets to the next generation?
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- Do I have enough insurance protection, and how can changes in my family situation, income, assets or debt impact my needs?
- How can insurance strategies build wealth and reduce tax?
- Will my family's financial well-being be compromised if I become disabled or critically ill, or if I die prematurely?
- Will I have enough savings if I require long-term care?
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The advice you need to reach your financial goals is just one of the significant outcomes of MD's singular investment in you.
Contact MD Physician Services today
