Physician Engagement Specialist at MD Management Limited; connecting physicians & their families to the right Advisor for financial success!
My views are my own
Laughter, inspiration & the power of the mind 🧠✨Our dinner with @WayneLeeGPS was a night for the books! Wayne blended the science of mind with laughter, inspiring us that "gold medal goals" are quite acheivable. Tons of fun and intriguing perspective! @Financial_MD
An incredible @MDFinancial night last weekend at the @LethbridgeBulls! ⚾️☀️
A client rocked first pitch, kiddos met the team & many of us played Chase the Base!
Thanks to our physician families & friends who shared the evening 🙌 #Lethbridge#baseball#healthcare
MD & Maddy Marchese hosted an informative, fun Insurance paint night on Monday. Turns out our clients have more than just medical talents!
It's an honour to work for such thoughtful, hardworking people & learn together #permenantinsurance@mdfinancial#taxshelter
🌱 Striking Succulents! 🪴
I love finding gifts to make doctors smile, not the usual "swag stuff". MD & I are so happy to support the Peter Lougheed Centre's MSA Award Night.
Cheers to celebrating success & growth! #physicianappreciation@albertadoctors@mdfinancial
Great Read on a Great Topic for Docs who own a clinic or properties. It's not always structured to a one's advantage - which is why you need a physician-experienced financial advisor & accountant. Connect anytime to ensure you have the right $ people! https://t.co/vyN9x0zUt7
Now that's a lot of medical devices! These numbers allude to innovation & growth in medical tech. Your $ life deserves the same level of innovation. MD's planning software is built for doctors' complexity, evolving your financial future. #physicianfinances#wealth
I got to hand it to him, JF Bordeleau writes a good blog.
His breakdown of the Middle East situation is a quick read of interest, understanding, reassurance & how MD is taking care of our clients
https://t.co/PLeDt6TLOU
#Markets#wealthmanagement#physicians#MedTwitter
ITPs - this one is for you! I often chat with physicians who are setting up in Canada from another country. What do you do with assets across seas? MD can help with this topic, and all things finance.
#medtwitter#physicianfinances#ITP#canadiantaxes https://t.co/hoTGBb6LR3
Even DIYers need advice! Check out this story of Dr. Ken & how MD supported him and his family #investments#medtwitter#physicianfinances https://t.co/cyym7Er4Tn
By contributing to the Medicus Pension Plan™, Dr. Smith secured a predictable, monthly pension in retirement for the rest of his life! A true pension, worth looking into.
https://t.co/tx49OMqFTL https://t.co/IRwZFOzHCh
Ever wonder about MD's investment philosophy or how decisions are made that benefit clients? Our MD Physician Council members have integral insights. It's a unique group of physicians, for which we are grateful!
https://t.co/nSiBPIshZv
#FMF2025 was lots of fun! Great coffee ☕& conversations at the MD booth. Even a little alphabet lesson!
✨We know your finances are the 'how' to enhance your life. Let's get started, allowing you to focus on what really matters #MedTwitter#FinancialPlanning#InvestmentStrategy
Can't wait to see everyone at #FMF2025! Come stop by the MD Wellness Lounge for our living "art" wall, our barista station and good conversation.
@MDFinancialMgt
This November, the heart of health care will meet in the heart of Canada. Join us in Winnipeg, Manitoba for Family Medicine Forum. https://t.co/QRgs2gdxO8 #myFMF#FMF2025
This November, the heart of health care will meet in the heart of Canada. Join us in Winnipeg, Manitoba for Family Medicine Forum. https://t.co/QRgs2gdxO8 #myFMF#FMF2025
Farmers will just do it themselves; my grandpa in Bashaw, AB would.
I tip my hat to you, rural physicians! Every day you make a massive and valuable difference
#medtwitter#ruralmedicine
Canada's proposed capital gains inclusion rate increase didn't pass, but this triggers a rethink of your tax strategy.
#medtwitter#canphysicians#corporatetax https://t.co/eEuZb5ZiIM
I'm excited to attend the 2025 Family Medicine Forum in November! Are you going?
Join us for the @MDFinancialMgt Wellness session
🩺💲❤️
Come by our booths (yes, plural) to say hi and see what's happening!
#CFPC#MedTwitter#familymedicine
https://t.co/3gL6GrHRxh
"What should I bring?" I often hear this when a physician meets an MD Financial Consultant for the 1st time. My answer:
•Your goals + life priorities
•Gather info: tax paid, any debts, account balances. Investment stmts are handy
We got you!
Contact me: https://t.co/JmQRhwC2H1