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How to Invest With MD

Physician-focused investing and financial advice, delivered your way.

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How to Invest With MD

At MD Financial Management, we know that everyone’s circumstances are different. We feel it is important to provide a range of financial service options, while maintaining the standard of excellent advice and service you’ve come to expect from MD.

Our new, enhanced and evolved investing services are designed to let you manage your finances your way.

At MD, our priority is the financial well-being of Canadian physicians and their families, so our services are priced below industry averages. We also deliver industry-leading value by providing asset managers from among the world’s best, at some of the lowest fees in Canada.1

Self Managed

For those who want to do their own stock investing, without advice:

Online trading platform provided by Canada's top-ranked online broker, Qtrade

MD Direct Trade™ is our new investment and trading platform, provided by Canada's top-ranked online broker, Qtrade.2

  • Find everything you need to buy and sell equities.
  • Access comprehensive market research, live market analysis, recommendations from third-party analysts, investment reviews and more.
  • Enjoy the lower trading costs that come with doing things yourself.

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For those who want automated and low-cost digital advice with access to a team of Advisors:

Low-cost, digital investing and advice—made simple

MD ExO® Direct is our simplified, goal-driven digital investment service.

Fill out a questionnaire about your goals and risk tolerance, and you’ll get a portfolio recommendation tailored to you.

  • Manage your portfolio when and where you want, and watch your investments grow.
  • Get access to investment portfolios that are regularly rebalanced and actively managed by leading money managers, at reduced fees.
  • Receive advice and answers to your questions from the MD ExO advisory team via phone, email or live chat.

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Advisor Managed

For those who wish to work directly with an MD Advisor:

Comprehensive advice across the full wealth management spectrum

MD Plus™, our new account type, offers face-to-face advice from Advisors dedicated to you and your family and is focused exclusively on helping physicians.

  • Enjoy more investment options and potential tax benefits.
  • Save money on fees through tiered pricing and/or by consolidating accounts in your household—you can take advantage of lower fees the more you invest.

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For those who wish to work directly with an advisor

Discretionary wealth management

MD Private Investment Counsel (MDPIC) continues to offer discretionary investment management for those with more complex needs.

  • Benefit from a portfolio managed by an experienced MDPIC Portfolio Manager dedicated to your needs.
  • Enjoy spending less time managing your money and more time pursuing your personal and professional goals.
  • Access investment expertise from leading asset managers from around the world, offering you strong investment strategies at some of the lowest fees in Canada.

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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.

Contact your MD Advisor