MD Advisors are here for you, today and always

MD has always been the right financial firm for physicians and physician-centred advice. The MD Advisors* you’ve always trusted—the people who know physicians and their finances best—are still here and are not going anywhere.

The way our Advisors serve you remains the same, and they’re still focused solely on your financial needs. You are our number one priority. We’re invested in you and committed to putting your needs first. And that will never change.

We’re the only national firm with 50 years of service exclusively to physicians—and that’s given us unparalleled insight into your financial requirements.
We remain committed to delivering objective advice—on tax, incorporation, estate and trust, and more—that’s tailored to a physician’s complex financial needs.
Our fees are still among the most competitive on the market. In fact, our management expense ratios are, on average, 29% lower than others in the industry.1 Our fees will stay the same or even decrease.
Our Advisors haven’t changed. They’re still the same people you’ve known and trusted over the years, and they still act solely in your best interests.
Our relationship with Scotiabank delivers scale, resources and capital that we’ve never had access to before. We’re now able to leverage their tools, technologies and strategic partnerships to deliver a better client experience and make it easier for you to do business with your MD Advisor.

In the words of our advisors

Read their stories

Susan Petersson
Susan Petersson

Portfolio Manager
MD Private Investment Counsel

... I came to MD Financial Management in 2016, after years of working in finance and asset management in large institutional environments in Canada and in the U.K....

Susan's story
Thuy Chou
Thuy Chou

Regional Manager
MD Management Limited

... When I joined the team in early 2015 as a Senior Financial Consultant, it was the perfect way for me to give back to the healthcare community and do what I...

Thuy's story
Lawrence Jarikre
Lawrence Jarikre

Financial Consultant, Early Career Specialist
MD Management Limited

... I joined MD Management Limited back in 2008—it’s a great company that really respects work-life balance. ...

Lawrence’s story
Saif Khan
Saif Khan

Senior Financial Consultant, Early Career Specialist
MD Management Limited

... As part of the early career team, I’m thrilled to help clients transition first from med school into residency and then...

Saif's story

Our advisors


Elizabeth Giami

Insurance Consultant**
MD Insurance Agency Limited

At MD, the relationship and the connection we have with our clients is paramount. The trust our clients have in us is based on our knowledge of their unique needs and the confidence that we always work in their best interests. We’ve always worked this way and will continue to do so in the future.

Johanne Paquin

Regional Administrative Assistant
MD Management Limited

and

Suzanne Verreault

Senior Financial Consultant***
MD Management Limited

We love what we do. Helping our clients and taking some of the stress off their shoulders is truly fulfilling. Supporting our physician clients and their families is not only our job, it’s our passion.

Leah Aulenbach

Financial Consultant, Early Career Specialist
MD Management Limited

Being a physician is stressful, at every stage. Medical school is no different, it’s all-consuming for students. Meeting students, understanding their concerns and helping to take away some of that worry is the best part of my job. I’m so happy to work for a firm that truly puts the client first.

Ty Saunders

Portfolio Manager
MD Private Investment Counsel

I know how demanding the life of a physician can be. I enjoy working with physicians because knowing that there’s something I can do to help simplify their lives is tremendously rewarding. Understanding physicians’ unique needs and complex challenges is what we do.

Margaret Mayhew

Portfolio Manager
MD Private Investment Counsel

There’s nothing more rewarding than seeing the long-term growth and success of my clients. In working at MD for more than 20 years, I have been fortunate to see many clients through their careers and into retirement. We know physicians best, plain and simple.

Dan Schafer

Portfolio Manager
MD Private Investment Counsel

I’m happy that my clients know that I have their backs and that I put them first. And I’m proud to work for a firm that is committed to the best interests of its clients and that we are driven by service, above everything else.

Lilian Stupnyckyj

Financial Consultant
MD Management Limited

I feel extremely lucky that my clients place their trust in me; the connection with my clients is why I do what I do. I’m also proud that MD knows physicians best, and that nothing is going to change that.