MD Financial Management | Gestion financière MD

Wishing you and your loved ones a joyous holiday season and a Happy New Year. ❄️✨ --- Nous vous souhaitons, à vous et à vos proches, de très joyeuses Fêtes et une bonne et heureuse année!❄️✨

‘Tis the season for giving. If you’re thinking about gifting stocks or bonds to your loved ones, be mindful of attribution rules and the impact they may have on your taxable income. For a more tax-friendly present, consider giving money for your loved one to invest. If the gift amount is within the recipient’s contribution room (assuming they invest it in a registered account), any income or growth earned on the contribution won’t be attributed back to you. 🎁 Have a question? Comment below.

No matter where you are in your career as a physician, you have unique needs when it comes to investment planning. We’re here to provide you with physician-focused advice and solutions exclusively designed for your goals. Learn more: https://mdm.ca/investing.

December 3 is International Day for Persons with Disabilities. We want to build stronger and more inclusive communities for everybody, every ability and for every future.

Understanding your credit score can be tricky but it’s an essential part of financial success in Canada. A good credit score can open doors to lower interest rates and better financial options. November is Financial Literacy Month — a great time to review your finances and gain the knowledge you need to achieve your financial goals. Schedule an appointment with your MD Advisor* or check out our resources for more information: https://lnkd.in/e3BDk-NB. #FLM2024

We recently gathered in Ottawa to celebrate five amazing years of the MD Physician Council. The day was full of reflection, inspiration, and excitement for the future. Pamela Allen shares her key highlights from the past five years and discusses her vision for the future. Read more in our latest blog post: https://lnkd.in/ecZBGfdF.

November is Financial Literacy Month — a great time to review your finances and gain the knowledge you need to achieve your financial goals. Schedule an appointment with your MD Advisor* or check out our resources for more information: https://lnkd.in/exnSqAFH. #FLM2024

The decision to start saving money or paying off your debt can be a tough one since they’re both important parts of your financial plan. Overall, the best approach for you will depend on your unique situation, goals, debts and approach to money. An MD Advisor* can help you get clear answers and a personalized strategy that aligns with your goals. November is Financial Literacy Month — a great time to review your finances and gain the knowledge you need to achieve your financial goals. Schedule an appointment with your MD Advisor* or check out our resources for more information: https://lnkd.in/eEr8wzXm.

On November 11, we pause and remember the brave men and women who served and continue to serve their country. Lest we forget.

Talking about money with your partner can often feel vulnerable, but it's important to have these conversations as the relationship gets more serious. There's no right or wrong way to approach this topic, but both individuals should feel comfortable and respected. Open conversations about money can help build trust, understanding, and a stronger foundation for your relationship. November is Financial Literacy Month — a great time to review your finances and gain the knowledge you need to achieve your financial goals. Schedule an appointment with your MD Advisor* or check out our resources for more information: http://spr.ly/6049Sm0EL.