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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.
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Susan Petersson

Portfolio Manager
MD Private Investment Counsel

I came to MD Financial Management in 2016, after years of working in finance and asset management in large institutional environments in Canada and in the U.K. I didn’t work directly with clients as much in my previous roles, so I really didn’t anticipate what has become one of the most gratifying parts about being at MD: the personal support that I’m able to give to my clients.

Shortly after I started, I worked with a woman whose husband had been living with dementia. Her trust in me grew over several months, and while I of course advised her on her portfolio and investment concerns, it became about much more than that. We formed a true emotional connection, and I was able to be there for her through the loss of her spouse and when she moved to a new city to be closer to her children.

That experience had a real impact on me, and reinforced that being there for my clients through life’s big transitions—no matter how difficult or emotional—is incredibly important to me. It’s why I’m passionate about cultivating real relationships with my clients, helping them however I can through life’s triumphs and challenges.

MD is a fantastic place to work because the company really believes in putting the client first. The culture is unique because no one tries to take sole credit for anything; everyone works as a team to manage all aspects of the client’s needs. It’s gratifying to feel tethered to the medical community and to truly have a deep understanding of the entire life cycle of a physician's career.

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.”

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.