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Biography

CFP® is a trademark owned by Financial Planning Standards Board Ltd. (FPSB) and used under licence.

* MD Signature Advisor refers to advisors who are licensed to carry on activity as both an MD Management Limited Financial Consultant (or Investment Advisor in Quebec) and an MD Private Investment Counsel Portfolio Manager.

MD Signature Private Wealth Management is a private wealth planning service delivered by and a trade name of MD Management Limited and MD Financial Management Inc.

MD Private Investment Counsel offers investment counselling services, delivered by MD Financial Management Inc.

MD Management Limited – Member – Canadian Investor Protection Fund

All insurance products are sold through Scotia Wealth Insurance Services Inc., an insurance agency and subsidiary of Scotia Capital Inc., a member of the Scotiabank group of companies. When discussing life insurance products, advisors are acting as Insurance Advisors (Group Insurance and Group Annuity Plans Advisors or Group Annuity Plans Advisors in Quebec) representing Scotia Wealth Insurance Services Inc.