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MD Advisors Are Here for You, Today and Always

MD has always been the right financial firm for physicians and physician-centred advice. The MD Advisors you’ve always trusted—the people who know physicians and their finances best—are still here and are not going anywhere.

The way our Advisors serve you remains the same, and they’re still focused solely on your financial needs. You are our number one priority. We’re invested in you and committed to putting your needs first. And that will never change.

  • We’re the only national firm with 50 years of service exclusively to physicians—and that’s given us unparalleled insight into your financial requirements.
  • We remain committed to delivering objective advice—on tax, incorporation, estate and trust, and more—that’s tailored to a physician’s complex financial needs.
  • Our fees are still among the most competitive on the market. In fact, our management expense ratios are, on average, 29% lower than others in the industry.1 Our fees will stay the same or even decrease.
  • Our Advisors haven’t changed. They’re still the same people you’ve known and trusted over the years, and they still act solely in your best interests.
  • Our relationship with Scotiabank delivers scale, resources and capital that we’ve never had access to before. We’re now able to leverage their tools, technologies and strategic partnerships to deliver a better client experience and make it easier for you to do business with your MD Advisor.

Leah Aulenbach

Financial Consultant, Early Career Specialist
MD Management Limited

“Being a physician is stressful, at every stage. Medical school is no different, it’s all-consuming for students. Meeting students, understanding their concerns and helping to take away some of that worry is the best part of my job. I’m so happy to work for a firm that truly puts the client first.”

Angèle LeBlanc

Estate and Trust Advisor
MD Private Trust Company

“My role is all about getting to know my clients, understanding what’s important to them and showing them how we can help. When a client tells me that they understand what I have told them and that it makes sense, it’s just the best compliment I can receive. At MD, it really is all about building relationships—always has been, always will be.”

Ty Saunders

Portfolio Manager
MD Private Investment Counsel

“I know how demanding the life of a physician can be. I enjoy working with physicians because knowing that there’s something I can do to help simplify their lives is tremendously rewarding. Understanding physicians’ unique needs and complex challenges is what we do.”

Margaret Mayhew

Portfolio Manager
MD Private Investment Counsel

“There’s nothing more rewarding than seeing the long-term growth and success of my clients. In working at MD for more than 20 years, I have been fortunate to see many clients through their careers and into retirement. We know physicians best, plain and simple.”

Dan Schafer

Portfolio Manager
MD Private Investment Counsel

“I’m happy that my clients know that I have their backs and that I put them first. And I’m proud to work for a firm that is committed to the best interests of its clients and that we are driven by service, above everything else.”

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Susan Petersson

Portfolio Manager
MD Private Investment Counsel

When Susan Petersson first came to MD Financial Management (MD) in 2016, after many years as a seasoned professional in finance and asset management, she didn’t anticipate that the most gratifying part of her job would be the personal support she could provide to her clients. Being there for them through life’s big transitions—however difficult or emotional—has made a lasting impact in Susan’s own life. It’s one of the reasons she is passionate about what she does.

She experienced this personal connection almost immediately after starting with MD, when she worked closely with a client whose husband had been living with dementia. Advising her client about her portfolio and investment concerns, Susan was happy to take one worry off her client’s shoulders. But more than that, Susan was grateful for the trust her client put in her. Throughout several months, Susan was there for her client as she suffered the loss of her spouse, and then she helped her transition to a new home in a new city close to her children.

Susan is committed to building real relationships—ones built around support, trust and honesty. It’s the foundation of her role as a Portfolio Manager at MD.

I want be there to help my clients through life’s triumphs and challenges, not sell products.

Before moving back to her hometown of London, Ont., and eventually working with MD, she worked extensively in and outside Canada: she completed her graduate studies in Sweden, and then worked in Toronto and London, U.K., with large financial institutions and investment funds. After years on the move, Susan can now do what she loves and help people she cares about while being close to her home and family.

Lilian Stupnyckyj

Financial Consultant
MD Management Limited

I feel extremely lucky that my clients place their trust in me; the connection with my clients is why I do what I do. I’m also proud that MD knows physicians best, and that nothing is going to change that.

As MD Advisors, we know that you have choices when it comes to your investments, so we will continue to work hard to earn your trust and your business. We’ll continue to deliver the objective advice you deserve—and that you’ve come to expect from us. MD has always supported physicians and their families, and we’ll continue to work hard to do that.

1 MD compared the management expense ratio (MER) for MD mutual funds and MD Precision PortfoliosTM (applies to Series A fees only) with the average mutual fund MERs for comparable funds, using data from Investor Economics as of December 31, 2017.