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The MD difference

Our business is dedicated to you — Canada’s physicians — and your families

Find out how we can help you
What we offer

Exclusively for physicians and their families

More than 38,0001 physician households trust MD Financial Management (MD) to understand and anticipate their financial needs. Why? Because physician households are different from those of other Canadian professionals. You, your family, your career — your journey is unique. And we get that; providing physician-focused advice is what we do.

Working with MD includes

We understand your career in medicine. We understand the finances of physician families. We also understand that your financial needs and priorities shift throughout your career — from funding medical school to relocating, starting to practise, repaying debt, deciding whether to incorporate, buying a home, saving for children and your retirement, philanthropy and more.

A deep discovery of your situation, including your work situation, personal views and preferences and life goals

Personalized services — created with input from you — to help you with financial management, tax, investing, retirement, insurance and estate planning

A team approach: your MD Advisor* can work with specialists in insurance and estate and trust, as well as your legal and tax advisors, to provide a complete financial plan

Collaborating with your immediate family to simplify financial planning, ensuring that you take advantage of any available opportunities

Advisors who deliver advice you can trust and always put your needs first

MD Advisors are salaried and act in your best interests. They provide objective financial planning advice, tailored to your unique situation.2 Each year, MD Advisors spend more than 75,0003 hours with our clients, learning about them personally and professionally — understanding their values, priorities and challenges.

MD has been helping physicians like you achieve financial peace of mind since 19694

* 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 July 2021, more than 38,000 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).

2 Our Advisors work primarily on salary — and are not paid any commissions for selling one investment product rather than another. Meeting your unique financial needs as an individual remains their sole purpose.

3 Based on a five-year average from 2015 through 2019.

4 MD Management Limited was the first of the MD Group of Companies to be founded, in 1969. MD Financial Management Inc. wholly owns MD Management Limited. MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies.