Your financial health is our priority

Trust MD for physician-specific expertise and solutions to meet your investing needs throughout your entire career and retirement.

Our philosophy
What we offer

Invest your way at MD

Investing is just one of the many ways we help improve the financial lives of physicians and their families. There are many ways to invest, and each has its advantages. We provide you with a range of approaches because we know that some people enjoy the challenge of a self-directed approach, while others prefer a hands-off style that leaves decision-making to a team of world-class portfolio managers.

Learn more about MD Financial Suite

MD Plus logo

Work with an MD Advisor*

Enjoy complete access to a dedicated MD Advisor and get comprehensive investment advice across the full wealth-management spectrum.

Learn more about MD Plus™ Account
MD DIrect Trade logo

You call the shots

Invest on your own through a self-directed trading platform based on Canada’s top-ranked online broker1. You’ll have access to tools, resources, trading and investing education — all in one place.

Learn more about MD Direct Trade


MD Exo Direct

Digital investing with support

Answer a few questions about your investment goals, your time horizon and your tolerance for risk. Then, we’ll recommend the portfolio that matches your needs. It’s a low-fee solution backed by support when you need it.

Learn more about MD ExO® Direct
MD Private Investment Counsel logo

Delegate to your dedicated team

Your MD Advisor and a dedicated MD Private Investment Counsel Portfolio Manager provide access to more sophisticated investment approaches and a team of wealth managers.

Learn more about MD Private Investment Counsel
MD Signature logo

Complete wealth management

Your dedicated MD Signature Financial Planner is backed by the MD Signature Private Wealth Strategy Team with extensive proficiency in estate and trust, insurance, incorporation, tax and law. All coordinated by your MD Signature Advisor.

Learn more about MD Signature
photo

Accounts for every goal

We offer a choice of registered and non-registered investment accounts because a solid financial plan rarely relies on one single approach. We’re here to help you select the right combination for your needs.

image

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 about our fees

Get started with MD Financial

  1. Fill out this form to request a meeting We’ll quickly set up a convenient time to meet.
  2. Get to know your MD Advisor* Explore specialized solutions for every step of your career.
  3. Put your plan in motion Start a lifelong journey to financial success.
Contact Form

Contact an MD Advisor

Please provide the information below so that we can direct your inquiry to an advisor who specializes in the appropriate product or service. A member of our team will contact you within two business days.