Maryse Lanteigne - Senior Financial Consultant, MD Management Limited

Relocating for med school or residency? Rent can take up a big part of your budget, and costs differ across the country. Explore the average monthly prices to help plan your next move.

While rent can be expensive, a financial plan can make it manageable. Book a meeting with an advisor to get personalized guidance that works for you and your lifestyle: https://lnkd.in/ed7qzH8r

Managing finances in a physician family comes with unique challenges and opportunities.

From tax-efficient income splitting to managing household debts and exploring incorporation for tax benefits, there are key strategies that can help your family secure a stronger financial future.

If your spouse is a physician, this article offers valuable insights on how to navigate household finances effectively: https://invested.mdm.ca/how-to-manage-the-finances-when-your-spouse-is-a-physician/

I'd be happy to discuss a Total Wealth Plan tailored to your household's financial needs. Let's connect and explore the best strategies for you: https://findus.mdm.ca

How to manage the finances when your spouse is a physician mdm.ca

For many Canadians today, caring for an aging parent or family member is a defining part of life. As a physician, balancing your own professional and personal commitments with caregiving responsibilities requires careful planning.

This article offers valuable insights into how to navigate the complexities of caregiving, from financial planning to family discussions: https://invested.mdm.ca/planning-how-to-care-for-aging-parents/

If you are a caregiver — or think you may become one — I'd love to help you build a Total Wealth Plan to support you through these responsibilities. Don't hesitate to reach out, I'd be happy to talk: https://findus.mdm.ca

Planning how to care for aging parents mdm.ca

According to a new CD Howe Institute e‑brief by Paul Bourque , Canada outperforms many OECD peers in providing widespread, affordable access to limited or one‑time investment advice for households with modest assets.

Canada’s “advice gap” solution keeps modest investors in the game wealthprofessional.ca

Managing an inheritance requires careful consideration, especially especially if you are part of a physician family that includes a medical professional corporation. Thoughtful planning helps ensure that inherited wealth is optimized for long-term financial security.

This article provides valuable insights: https://invested.mdm.ca/value-of-advice-inherited-large-sum-of-money/

I can help you make informed decisions that align with your long-term financial goals. If you have any questions, please don't hesitate to contact me: https://findus.mdm.ca

I've helped many clients successfully incorporate inherited assets into their Total Wealth Plans. If you'd like to explore the best strategies for your situation, let's connect.

Value of Advice: I just inherited a large sum of money. What should I do with it? mdm.ca

Workers still want a human touch in financial advice despite digital surge, UBS finds

Workers still want a human touch in financial advice despite digital surge, UBS finds wealthprofessional.ca

Here's what you need to know about how AI fits into financial planning for Canadian physicians, where its limits lie and why the human element remains essential

Should you trust financial advice from AI? mdm.ca

Is your retirement timeline on track?

It's important to make sure your financial situation aligns with your goals and ideal retirement timeline. I often help clients review their progress in these key areas: savings and investment targets, retirement income planning, lifestyle sustainability and winding down their medical practice.

This article offers valuable perspectives on how to prepare for a comfortable retirement: https://invested.mdm.ca/physician-retirement-timeline/

I'd be happy to help you review your progress in these key areas and prepare for your ideal retirement. Feel free to connect with me directly or through my website to set up a conversation: https://findus.mdm.ca

Retirement timeline for physicians: How to prepare for a comfortable retirement mdm.ca

Today, my team and I recognize Canada’s physicians for the care, skill and compassion you bring to the people and communities you serve. We’re grateful for the difference you make.

We dropped of some treats to different clinics around the city.

Celebrating National Physicians’ Day, May 1.