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Don’t leave the important things to chance

Invest with purpose

Your goals: Why you’re investing in the first place

Whatever your goals might be — your dream home, the education of a loved one, your ultimate vacation, giving back or your perfect retirement — they should determine the right investment plan for you. We’ll work with you to develop a plan that’s uniquely yours to help you reach your goals while minimizing investment risk.

Helping physician families with physician-focused advice: it's what we do

You are different from other professionals — you, your career, and your journey are unique. We get that; it’s why more than 38,0001 physician households trust us to anticipate their needs and help them meet their financial goals.

Invest your way

We provide many ways to invest. That’s because we know that some enjoy the challenge of a self-directed approach, while others prefer a hands-off style that leaves decision-making to a team of professional portfolio managers.

Learn more

Fund performance and unit values

Up-to-date fund figures are always available, so you can see how our teams of international managers are delivering value and performance on a daily and monthly basis.

View fund performance

Our fees are no mystery
Our reporting goes beyond regulatory requirements to provide you with a complete picture of how your fees are used to pay for management expenses, operating costs and taxes. Learn more

MD Funds Unit Values

Track and manage your investments with My MD

Preview of My MD webpage

With My MD you’re able to track your financial goals, see how well your investments are performing, get instant access to your documents and your transaction history online and communicate securely with your MD Advisor*.

Keep better connected to your finances.

The My MD app is also available.
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* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.

1 As of July 2021, more than 38,000 physician households work with the MD Group of Companies (MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and Scotia Wealth Insurance Services Inc.). See a detailed list of the MD Group of Companies.