MD Financial Management | Gestion financière MD’s cover photo
MD Financial Management | Gestion financière MD

MD Financial Management | Gestion financière MD

Financial Services

Ottawa, ON 17,504 followers

About us

MD has one main goal: to help Canadian physicians and their families achieve financial well-being. With over 50 years of physician-focused experience, MD’s Advisors and teams of experts provide a comprehensive financial plan, advice and solutions specific to physicians’ needs at every stage of their career, from medical school to practice and through retirement. MD n’a qu’un seul but : aider les médecins du Canada médecins canadiens et les membres de leur famille à accéder au bien-être financier. Forte de plus de 50 ans d’expérience au service des médecins, les conseillers et spécialistes de MD offrent un plan financier complet ainsi que des conseils et des solutions qui répondent aux besoins des médecins à toutes les étapes de leur carrière (études, exercice de la profession, retraite).

Website
https://md.ca
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Ottawa, ON
Type
Public Company
Founded
1969
Specialties
Financial Planning for Physicians, Estate and Trust planning, Insight on Medical Practice Incorporation, Investments, Access to Banking and Borrowing, and Insurance

Locations

Employees at MD Financial Management | Gestion financière MD

Updates

  • Carrying charges are expenses incurred for the purpose of earning investment income and often overlooked as tax deductions. Only expenses for non-registered accounts qualify as tax deductions, such as those on MD ExO® Direct, MD PlusTM or MD Private Investment Counsel accounts. Physicians, don’t pay more tax than you need to. Let us help you with tax-optimized strategies for you and your family. Learn more: https://lnkd.in/egg9U3sp. ----- Les frais financiers sont des dépenses engagées pour gagner un revenu de placement et qui donnent droit à une déduction d’impôt, même si on a souvent tendance à l’oublier. Mais attention : seules les dépenses liées à un compte non enregistré, comme un compte ExO MDMD Direct, MD PlusMC ou Conseils en placement privés MD, sont déductibles d’impôt. Avis aux médecins : ne payez pas plus d’impôt qu’il ne le faut. Laissez-nous vous proposer des stratégies efficaces sur le plan fiscal pour vous et votre famille. Pour en savoir plus : https://lnkd.in/e-q72uAU.

    • Carrying Charges | Frais financiers
  • As we approach International Women's Day, we proudly recognize our CEO Pamela Allen and her commitment to shaping the future of finance. International Women's Day is a time to celebrate the incredible women around the world and their many achievements. Pamela’s dedication to mentorship and advocacy is creating a more inclusive environment where women can thrive. Pamela spearheaded a variety of MD initiatives including a Women in Leadership program, Women in Private Investment Counsel and its first Visible Leadership Program. Join us in celebrating Pamela and the progress made towards a more equitable industry. #IWD2025

    • "My goal is to help pave the way for others, pulling them up the ladder with me.” - Pamela Allen, CEO of MD Financial Management
  • Match Day is here! Today, the first iteration of #CaRMS2025 results become available. Congratulations from MD and Scotiabank to everyone who matched to a residency program. Match Day is a huge step towards becoming a practicing physician in Canada. Your journey is just starting! Where did you match? Share your results below so we can celebrate with you. 🎉 ----- Le jour du jumelage est enfin arrivé! C’est aujourd’hui qu’a lieu l’annonce des résultats du premier tour de jumelage #CaRMS2025. MD et la Banque Scotia (Scotiabank) félicitent celles et ceux qui ont obtenu une place dans un programme de résidence! Le jour du jumelage est une étape importante dans votre parcours de médecin. Et ce n’est que le début! Où ferez-vous votre résidence? Dites-le-nous pour que nous puissions célébrer avec vous. 🎉

  • Personal income tax returns for 2024 are due on April 30, but it’s not too late to use some helpful strategies to minimize your tax burden. Maximize your 2024 tax deductions by contributing to your RRSP before the March 3 deadline. Since RRSP contributions get subtracted from your taxable income, you’ll pay taxes on less income for the year. For the 2024 tax year, your contribution limit is $31,560 or 18% of your earned income, whichever is less, plus any unused contribution room from previous years. Schedule an appointment with your MD Advisor* or check out our resources for more information: https://lnkd.in/e8SkD6Jr.

    • Are there any tax planning strategies I can still implement for the end of the 2024 tax year?
  • We are delighted to collaborate with our esteemed partner Black Physicians' Association of Ontario, championing the vibrant diversity that shapes the future of medicine.

    Yesterday, BPAO hosted a Mock Interview event to support Black and racialized undergraduate students preparing for medical school admissions. This initiative connected aspiring medical students with experienced physicians and mentors, giving them the opportunity to practice their interview skills and receive valuable feedback. A huge thank you to our incredible interviewers, volunteers, and our generous sponsors, MD Financial Management | Gestion financière MD and Scotiabank, for making this event a success! Your dedication is paving the way for the next generation of Black physicians. Wishing all applicants the best in their upcoming medical school interviews! #BlackExcellence #MedicalMentorship #MedSchoolPrep

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  • The 2024 tax year is coming to a close, but there’s still time to contribute to a Registered Retirement Savings Plan (RRSP). RRSP contributions are tax-deductible, meaning deposits made to the account before March 3, 2025, lower your taxable income for 2024. The RRSP contribution limit for the 2024 tax year is $31,560, or 18% of your income, whichever is less, plus your unused RRSP contribution room at the end of the previous year. The upcoming RRSP contribution limit for 2025 is $32,490. Need help navigating your options? Reach out to an MD Advisor today or check out our resources for more information: https://lnkd.in/eppAqWqj.

    • RRSP Contribution Deadline for the 2024 Tax Year: March 3, 2025

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