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MD Private Trust Ranks First in Five-Year Asset Growth Rate

June 28, 2016

MD Private Trust had the highest five-year asset growth rate in both trust and estate revenue for the period ended December 2015, according to Investor Economics Fee-based Report, Winter 2016 Edition. 

According to the Investor Economics report, “MD Private Trust is an example of a trust company that has solved the investment advisor dilemma, and, incidentally, has shown the highest revenue relative growth rate in the past five years.  Their unique value proposition to medical professionals and the absence of friction with referrals from advisors, partially due to the different advisor-compensation agreements, are likely contributing factors to their success.”

“We are very pleased to have MD Private Trust ranked first for our five-year asset growth rate, and to have been acknowledged for our unique value proposition.  MD Advisors and teams of experts work together to offer comprehensive financial planning and services based on objective advice that is in the best interests of our clients,” said Brian Peters, President and CEO of MD.  “As a firm owned by the Canadian Medical Association, the financial well-being of our physician clients and their families is our top priority.”

In addition, Investor Economics reported that MD Private Investment Counsel (MDPIC), the discretionary investment management subsidiary of MD Financial Management Inc. (MD),  is still the largest1 non-bank-owned private investment counsel firm in Canada—and the only non-bank firm among the top five.

The information and data are published in the Fee-based Report Winter 2016 from Canadian financial services research and consulting firm Investor Economics.

For more information about MD Private Investment Counsel and MD Private Trust, contact an MD Advisor or call the MD Service Centre at 1 800 267-2332.

1 Based on assets for the period ended December 2015 among the top five firms. Investor Economics, The Fee-based Report Winter 2016.

About MD Private Investment Counsel

MD Private Investment Counsel is the largest non-bank-owned private investment counsel firm in Canada and manages more than $20 billion in assets on behalf of clients.

About MD Private Trust

MD Private Trust provides peace of mind through customized and tax-efficient estate and trust planning services, including estate settlement, philanthropy and trust administration.

About MD Financial Management

Owned by the Canadian Medical Association, MD’s only business imperative is to enhance physicians’ financial outcomes by focusing on their distinctive needs and operating in their best interests.

MD Financial Management has more than $41 billion in assets under administration and is dedicated to serving Canada’s physicians and their families. MD provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies. For a detailed list of these companies, visit md.cma.ca.

Media Contacts

Victoria Savoy
Communications Specialist
MD Financial Management
MDmediainquiries@cma.ca
613 325-4293