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COVID-19 and virtual meetings with your MD Advisor: Helpful information, updates and the latest MD market news.
  
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Invest your way through MD

Physician-focused investing and financial advice, delivered your way.
MD Financial Suite logo

No two physicians are the same. Our custom suite of investing services are designed to let you manage your finances your way. At MD, our priority is the financial well-being of Canada’s physicians and their families, so our services are priced below industry averages.1

The MD Financial Suite is set up so you can invest how you want, when you want and where you want.

MD Financial Suite info sheet
What kind of investor are you?

Advisor Managed

DO YOU PREFER WORKING DIRECTLY WITH AN MD ADVISOR?

MD Plus Account icon

MD Plus - Comprehensive advice across the full wealth management spectrum

With MD Plus, you and your family will receive personalized investment advice from dedicated MD Advisors.

  • Enjoy more investment options and potential tax benefits.
  • Benefit from tiered pricing – the percentage you pay in investment account fees goes down as the assets in your account increase. Take advantage of lower fees the more you invest. Plus, bundling your MD Private Investment Counsel (MDPIC) or MD Plus™ accounts with a family member could lower your investment account fees.

Learn More

MD Private Investment Counsel icon

MD Private Investment Counsel - Discretionary wealth management and worry-free investing

MD Private Investment Counsel (MDPIC) offers discretionary investment management for clients with complex or evolving needs.

  • Benefit from an experienced MDPIC Portfolio Manager dedicated to your unique financial needs.
  • Spend less time managing your money.
  • Access investment expertise from asset managers from around the world.

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Self Directed

DO YOU PREFER AN AUTOMATED INVESTMENT PLATFORM WITH ADVISOR SUPPORT?

MD ExO Direct icon

MD ExO Direct - Low-cost, digital investing and advice—made simple

This digital investment platform provides customized portfolios that rebalance automatically, backed by advice and support when you need it.

  • Manage your portfolio on your terms and your own time.
  • Match your goals and risk tolerance to expertly constructed portfolios.
  • Gain advice and answers from the MD ExO advisors via phone, email or chat.

Learn More

DO YOU PREFER TO MANAGE YOUR OWN INVESTMENTS?

Icon for Scotia iTRADE

Scotia iTRADE - Discount brokerage with low commission structure and access to a wide variety of investment research tools

MD clients have direct access to Scotia iTRADE, a powerful trading platform with the technology and educational resources to enable investors of any level to reach the goals that matter to them.

  • Access analyst resources*, technical analysis*, and 24/7 online access.
  • Pursue investment opportunities in companies aligned to your values through sustainable investing tools. Leverage tools and resources to support your investments and monitor markets.

Learn More

Talk to an MD Advisor

If you would like more information about these services, please contact your MD Advisor or call 1 800 267-2332.