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Invest your way through MD

What kind of investor are you?

Physician-focused investing and financial advice, delivered your way

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 physcicians and theur families, so our services are priced below industry averages.

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

What kind of investor are you?






The best option for you

Advisor Managed

You prefer working directly with an MD Advisor

MD Signature Private Wealth Management

Elevated service and specialized advice

  • Designed to eliminate the complexity of managing your own wealth and simplify your life.
  • Benefit from an elevated level of personalized advice and comprehensive service – built uniquely around you.
  • Receive specialized expertise from more complex financial planning needs.
Practical Tip

Access exclusive support from an entire MD Signature Team – seamlessly coordinated by your MD Signature Advisor.

Advisor Managed

You prefer working directly with an MD Advisor

MD Private Investment Counsel

Discretionary wealth management

  • MD Private Investment Counsel provides discretionary investment management for those with more complex needs.
  • Benefit from a portfolio managed by a dedicated MD Private Investment Counsel (MDPIC) Portfolio Manager dedicated to your needs.
  • Enjoy spending less time managing your money and more time pursuing your personal and professional goals.
Practical Tip

Ask your MD Advisor about asset levels that trigger cost savings.

Advisor Managed

You prefer working directly with an MD Advisor

MD Plus™ account

Comprehensive advice across the full wealth management spectrum

  • Face-to-face advice from an MD Advisor dedicated to you and your family and focused exclusively on helping physicians and their families.
  • Access to a wide range of investment options, including ETFs, index solutions, MD Funds and third-party mutual funds.
  • 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.
Practical Tip

Did you know account fees are generally tax-deductible?

Managed Account

You prefer an automated investment platform with Advisor support.

MD ExO® Direct

Low-cost, digital investing and advice — made simple

  • 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.
  • Get access to investment portfolios that are regularly rebalanced and actively managed by leading money managers, at reduced fees.
  • Receive answers to your questions from the MD ExO Associate team via phone, email or live chat.
Practical Tip

Use MD ExO Direct to set up regular RRSP contributions so you don’t have to worry about deadlines.

Self Directed

You prefer to manage your own investments.

Scotia iTRADE®

Online trading platform with all the tools you need for self-directed investing

  • MD clients have access to Scotia iTRADE.
  • Find everything you need to buy and sell securities.
  • Powerful and extensive research coverage – from Scotia Global Banking & Markets experts to third party leading analyst research from CFRA and Scotia iTRADE’s sustainable investing tools – to help you better manage your trades and investments.
  • Educational resources to enable self-directed investors of any level to reach their goals.
Practical Tip

Access a variety of online tools and educational resources – including videos, webinars and articles – that help you make investment decisions and track their performance.

Talk to an MD Advisor

If you would like more information about these services, please contact an MD Advisor.

Talk to us today