MD Financial Management Inc.
At MD Financial Management, we are fully focused in creating value for Canada's physicians. Our unique, integrated offering of wealth management services are built to meet your specific needs and save you time.
MD Financial Management is the manager and trustee of the MD family of funds, a group of 13 proprietary mutual funds. The company retains and supervises world-class investment managers, who manage the portfolio assets of one or more of the funds or parts of the funds. Being owned by the Canadian Medical Association has enabled us to focus exclusively on helping CMA members and their families since the CMA Retirement Savings Plan was introduced in 1957.
MD Management Limited
MD Management offers full financial planning services in 49 branch offices. Our more than 190 advisors will meet with you to explore your financial goals, review your financial picture, assess your risk tolerance and make recommendations.
MD Private Investment Counsel
MD Private Investment Counsel offers investors the option to delegate responsibility for their day-to-day investment decisions to a licensed investment professional. MD Private Investment Counsel clients have a discretionary asset management account and gain access to our portfolio managers, who provide investment advice and portfolio management services.
MD Insurance Agency Limited
The MD Insurance Agency delivers a range of insurance products to meet your personal insurance and insurance-related investment needs. A team of insurance consultants works in tandem with MD advisors. MD Insurance Agency's consultants provide insurance products from MD, as well as other products from provincial medical associations. All life-licensed MD employees have life licenses with MD Insurance Agency Limited, a CMA company.
MD Private Trust Company
MD Private Trust offers estate and trust services. Our estate and trust advisors work seamlessly with MD advisors to assess your circumstances and needs.
MD Practice Software LP, MD Practice Software GP Inc.
MD Practice Software LP was created in 2012 and is a limited partnership. MD Practice Software GP acts as the general partner in the partnership. MD Financial Management is also a limited partner.