Invest your way through MD
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.
Advisor Managed
DO YOU PREFER WORKING DIRECTLY WITH AN MD ADVISOR?
MD PlusTM accounts (MD Management Limited) - Comprehensive advice across the full wealth management spectrum
With MD Plus, you and your family will receive personalized investment advice from dedicated MD Advisors.
- Manage 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.
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.
MD Signature - 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
Managed Account
DO YOU PREFER AN AUTOMATED INVESTMENT PLATFORM WITH ADVISOR SUPPORT?
MD ExO Direct (MD Management Limited) - 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.
Self Directed
DO YOU PREFER TO MANAGE YOUR OWN INVESTMENTS?
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.
Talk to an MD Advisor
If you would like more information about these services, please contact your MD Advisor.