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MD Financial Management

At MD Financial Management, we pride ourselves on the quality of the products and service we deliver to our members. However, instances may arise where there are problems with your accounts or your requests. When a problem occurs, the earlier you contact us, the faster we can begin working on a solution. In order to facilitate resolving your concern, we recommend you follow these suggestions:


  • Gather all supporting documents and relevant information regarding your concern.
  • Pay special attention to the dates of the occurrence and the names of the employees involved.
  • Clearly define what action you would like us to take.
  • Contact the MD Financial Management company that is directly responsible for the product or service in question (please use the grid below to determine who you should be contacting).
  • Please keep in mind that requests which you wish us to formally address or correct must be in writing.

If you are having difficulty in finding the appropriate person or company you should be addressing your concern to or need further information to contact the individual, you can contact MD Client Services for assistance at 1 800 267-4022.

MD Financial Management complaints procedures contact grid

Our goal is to be able to resolve all member issues and concerns through our own internal escalation processes. However, should a situation not be resolved to your satisfaction through our own internal means, we have also included information for external dispute resolution resources.

Please let us know when we have not met your expectation so that we can improve our products and services to meet your needs.

MD Financial Management complaints procedures / information. My complaint involves my:

MD Management Limited (MD Investment Accounts)

Contact:
Your MD Management Limited advisor (see your statement)

If unresolved, please contact:
Your Regional Manager (see your statement)

You may also contact:
Mr. James Rudderham
Designated Complaints Officer
MD Management Limited
1870 Alta Vista Dr.
Ottawa, ON
K1G 6R7
1 800 267-4022 ext. 1291

If unresolved, you may contact the following external resolution resources:
Ombudsman for Banking Services and Investments (OBSI)
PO Box 896, Station Adelaide
Toronto, ON
M5C 2K3
1 888 451-4519

Investment Industry Regulatory Organization of Canada (IIROC)
Suite 1600, 121 King Street West
Toronto, ON
M5H 3T9
1 877 442-4322

Who Regulates Us
Investment Industry Regulatory Organization of Canada (IIROC)
Suite 1600, 121 King Street West
Toronto, ON
M5H 3T9
1 877 442-4322

Authorité des marchés financiers (AMF)
Place de la Cité
tour Cominar 2640, boulevard Laurier, bureau 400
Québec, QC G1V 5C1
1 418 525-0337
www.lautorite.qc.ca

MD Life Insurance Company (MD Stable Income Fund)

Contact:
Your MD Management Limited advisor (see your statement)

If unresolved, please contact:
Your Regional Manager (see your statement)

You may also contact:
Mr. James Rudderham
Designated Complaints Officer
MD Life Insurance Company
1870 Alta Vista Dr.
Ottawa, ON
K1G 6R7
1 800 267-4022 ext. 1291

If unresolved, you may contact the following external resolution resources:
ADR Chambers Banking Ombuds Office
P.O. Box 1006
31 Adelaide St. E. Toronto ON M5C 2K4
1 888 802-8888

If you have concerns about MDLife’s complaint handling process, you can contact the FCAC:
Financial Consumer Agency of Canada (FCAC)
427 Laurier Avenue West, 6th Floor
Ottawa, ON
K1R 1B9
1 866 461-3222
www.fcac-acfc.gc.ca

What types of complaints does FCAC deal with?
www.fcac-acfc.gc.ca/Eng/resources/lodgeComplaint/Pages/HowFCACh-Commentl.aspx

Who Regulates Us
Office of the Superintendent of Financial Institutions (OSFI)
255 Albert Street
12th Floor
Ottawa, Ontario
K1A 0H2
Telephone: 1-800-385-8647
Local information number (Ottawa-Gatineau): (613) 943-3950

Financial Consumer Agency of Canada (FCAC)
427 Laurier Avenue West, 6th Floor
Ottawa, ON
K1R 1B9
1 866 461-3222
www.fcac-acfc.gc.ca

MD Insurance Agency Limited (Insurance products)

Contact:
Your MD Insurance Consultant (MD Insurance Agency Limited)

If unresolved, please contact:
Doug McGee
VP & National Lead, MD Insurance Agency Limited
200-125 Commerce Valley Dr. W. Markham ON
L3T 7W4
1-647-209-3052

You may also contact:
James Rudderham
Designated Complaints Officer
MD Insurance Agency Limited
1870 Alta Vista Dr. Ottawa
ON K1G 5W8
1 800 267-4022 x1291
OR
The Complaints contact person from the issuer of the insurance product you hold (see your MD Insurance Consultant for information regarding the insurer contact information)

If unresolved, you may contact the following external resolution resources:
Provincial and Territorial Insurance Regulators

Provincial and Territorial Insurance Regulator contact information can be found at:
Financial Consumer Agency of Canada (FCAC)
427 Laurier Avenue West, 6th Floor
K1R 1B9
For service in English: 1-866-461-FCAC (3222)
For service in French: 1-866-461-ACFC (2232)

Who Regulates Us:
Provincial and Territorial Insurance Regulators

Provincial and Territorial Insurance Regulator contact information can be found at:
Financial Consumer Agency of Canada (FCAC)
427 Laurier Avenue West, 6th Floor
K1R 1B9
For service in English: 1-866-461-FCAC (3222)
For service in French: 1-866-461-ACFC (2232)

MD Private Trust Company (Estate and trust services)

Contact:
Your Estate and Trust Advisor (MD Private Trust Company)

If unresolved, please contact:
Ms. Sara Plant, VP, National Lead
MD Private Trust Company
522 University Avenue
Suite 1100
Toronto, ON
M5G 1W7
1 416 387-2646 ext. 4220

You may also contact:
James Rudderham
Designated Complaints Officer,
MD Private Trust Company
1870 Alta Vista Dr.
Ottawa, ON
K1G 6R7
1 800 267-4022 ext. 1291

If unresolved, you may contact the following external resolution resources:
Ombudsman for Banking Services and Investments (OBSI)
PO Box 896, Station Adelaide
Toronto, ON
M5C 2K3
1 888 451-4519

If you have concerns about MDPT’s complaint handling process, you can contact the FCAC:
Financial Consumer Agency of Canada (FCAC)
427 Laurier Avenue West, 6th Floor
Ottawa, ON
K1R 1B9
1 866 461-3222
www.fcac-acfc.gc.ca

What types of complaints does FCAC deal with?
www.fcac-acfc.gc.ca/Eng/resources/lodgeComplaint/Pages/HowFCACh-Commentl.aspx

Who Regulates Us:
Office of the Superintendent of Financial Institutions (OSFI)
255 Albert Street
12th Floor
Ottawa, Ontario
K1A 0H2
Telephone: 1-800-385-8647
Local information number (Ottawa-Gatineau): (613) 943-3950

Financial Consumer Agency of Canada (FCAC)
427 Laurier Avenue West, 6th Floor
Ottawa, ON
K1R 1B9
1 866 461-3222
www.fcac-acfc.gc.ca

MD Private Investment Counsel (MD discretionary managed investments)

Contact:
Your MD Portfolio Manager (MD Private Investment Counsel)

If unresolved, please contact:
James Virgo
National Lead, MD Private Investment Counsel
1100-522 University Avenue
Toronto, ON M5G 1W7
1 416 387-2646 ext. 4262

You may also contact:
James Rudderham
Designated Complaints Officer,
MD Private Investment Counsel
1870 Alta Vista Dr.
Ottawa, ON
K1G 6R7
1 800 267-4022 ext. 1291

If unresolved, you may contact the following external resolution resources:
Ombudsman for Banking Services and Investments (OBSI)
PO Box 896, Station Adelaide
Toronto, ON
M5C 2K3
1 888 451-4519

Ontario Securities Commission (OSC)
20 Queen Street West, Suite 1903
Toronto, ON
M5H 3S8
1 877 785-1555

Authorité des marchés financiers (AMF)
Place de la Cité
tour Cominar 2640, boulevard Laurier, bureau 400
Québec, QC G1V 5C1
1 418 525-0337
www.lautorite.qc.ca

Who Regulates Us
Ontario Securities Commission (OSC)
20 Queen Street West, Suite 1903
Toronto, ON
M5H 3S8

Authorité des marchés financiers (AMF)
Place de la Cité
tour Cominar 2640, boulevard Laurier, bureau 400
Québec, QC G1V 5C1
1 418 525-0337
www.lautorite.qc.ca


Quebec Residents (Additional External Complaint Resolution Resources):

Authorité des marchés financiers (AMF)
Place de la Cité
tour Cominar 2640, boulevard Laurier, bureau 400
Québec, QC G1V 5C1
1 418 525-0337
www.lautorite.qc.ca

Chief Privacy Officer
MD Financial Management
1870 Alta Vista Dr.
Ottawa, ON K1G 6R7
1 800 267-4022
privacy-md@cma.ca

For MD TradeCentre complaints:
Elie Semaan
Manager, MD TradeCentre
1 800 267-4022 | x 1252

Contact Us

If you are having difficulty finding the appropriate contact to address your concern, call MD Client Services at:

1 800 267-4022