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Turn your financial goals into a reality

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Full financial plan, full financial picture

Investing plays a crucial role in your financial objectives. We offer a range of investment approaches for physicians — from self-directed investing to professional portfolio management — to suit you and your family's needs. With the right investment plan tailored to you, we can help you reach your goals while minimizing risk.

You give specialized advice, and so do we

Our MD Advisors* understand your unique needs. That's why more than 37,0001 physician families look to us for guidance. Whether you want to buy your dream home, fund a child’s education, plan a vacation or secure a comfortable retirement, our Advisors can help you reach your financial goals with a holistic plan that considers all aspects of your financial picture, including your investments.

Invest your way

We provide many ways to invest. That’s because we know that some enjoy the challenge of a self-directed approach, while others prefer a hands-off style that leaves decision-making to a team of professional portfolio managers.

Learn more

Helping you keep your tax bill in check

There are many physician-focused tax-saving strategies available, and we can help find the ones that work best for you.

Learn how

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

MD Funds Unit Values

Track and manage your investments with My MD

With My MD you’re able to track your financial goals, see how well your investments are performing, get instant access to your documents and your transaction history online and communicate securely with your MD Advisor*.

Keep better connected to your finances.

The My MD app is also available.
Download the My MD app on the Appstore Download the My MD app on Google Play

* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.

1 As of December 2023, more than 37,153 physician households work with the MD Group of Companies (MD Financial Management Inc., MD Management Limited, MD Private Trust Company and MD Life Insurance Company). As of May 1, 2024, MD Private Trust Company amalgamated with The Bank of Nova Scotia Trust Company (Scotiatrust®).