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MD Private Investment Counsel

As the size and complexity of your investment portfolio increases, so does the amount of time and expertise required to manage it. MD Private Investment Counsel offers the highest level of professional and personalized expertise.

Expertise

Delegate the day-to-day management of your portfolio to a highly accredited portfolio manager, to help you preserve and grow a sizable investment portfolio.

Personalization

Enjoy exclusive, personalized service, advice and communication about your investments.

Integration

Benefit from an expert portfolio manager working in collaboration with your MD Advisor to integrate your portfolio within your overall financial plan.

An approach you can trust

MD Private Investment Counsel is the largest independently-owned private investment counsel firm in Canada.i We manage more than $19 billion in assets on behalf of our clients.ii We will carefully structure an investment portfolio to meet your unique needs, and we will manage it with discipline.

Greater Access with MD AperturaTM

Now more physicians and their families can access the exclusive world of private investment counsel through MD Apertura starting at accounts with $200,000iii.

MD Apertura, MD's virtual service channel is a web-based video conference tool that provides convenient access to MD advisory services and enables clients to have meetings with their Portfolio Manager in collaboration with their MD Advisor. MD is Canada’s first and only wealth management firm, exclusive to physicians, to offer virtual access to a personal Portfolio Manager at this minimum threshold. Current users of the service channel rate it highly, with satisfaction scores rating consistently at least 9 out of 10iv.

Enjoy peace of mind with MD Private Investment Counsel. Contact an MD Advisor.

i Based on assets under management among the top five firms. Source: Investor Economics, The Fee-Based Report, Winter 2015

ii February 23, 2016

iiiThe minimum requirement to establish a discretionary relationship is $200,000 household investible assets placed with MD Private Investment Counsel. Clients are eligible to transition to in-person servicing once they reach the $750,000 account minimum requirement.

ivRatings of virtual meetings and their effective use of client time (out of 10, 10 = most effective), MD Survey 2012.

MD Private Investment Counsel offers investment counselling services, delivered by MD Financial Management Inc., a CMA company.

MD AperturaTM Trademark of the Canadian Medical Association, used under license