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.
Make aspirations a reality
Your MD Advisor's approach focuses on converting financial aspirations into concrete plans. We'll work with you to define specific goals, determine both costs and what you need to save and create a personalized investment strategy as part of your overall financial plan.
Grow your wealth
Our Advisors provide strategies to optimize wealth growth with tax-efficient investment options like RRSPs, FHSAs and TFSAs, incorporation benefits and other physician-focused tax-saving techniques leveraging diverse investment solutions.
Flexible and bespoke investing
Our MD Advisors determine savings requirements and recommend investments based on your goals as a physician family. We offer flexible investment options to help you achieve your diverse financial goals in both the short and long term.
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.
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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 howDiverse investment solutions
Explore the full range of products we offer to help you reach your short- and long-term goals.
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 performanceOur 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.
* 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).