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Financial peace of mind for physicians’ families

Physicians take care of our families. We take care of theirs. If you are a family member of a physician, we’re committed to looking after your financial well-being so you can all enjoy what matters to you.

We work with physicians and their families

Our only clients are physicians and their family members, giving us an unparalleled understanding of your family’s circumstances and an opportunity to plan as a family. Our MD Advisors* are dedicated to building a relationship with you to establish personal financial goals based on what’s most important to you.

Benefits for the family

There’s a benefit to having your family at MD Financial Management (MD), including ease of financial planning, wealth and estate transfer and the ability to take advantage of our family pricing offer, where bundling your MD Private Investment Counsel (MDPIC) or MD Plus™ accounts (MD Management Limited) with a family member could lower your investment account fees by as much as 13% (MDPIC) and 5.9% (MD Plus™).1

A suite of financial services in one place

At MD, you have access to one-on-one advice and service from a dedicated MD Advisor, and a team of specialists who look at all aspects of your financial health. We can help you plan for now and the future. We offer:


Family members of a physician have access to all of MD’s investment solutions and services too.

Contact an MD Advisor

Who is eligible to be a client of MD?

If they’re important to you, they’re important to us.

Family members deserve the same great MD products and services the physician enjoys. At MD, we understand the uniqueness of the physician family journey – and we’re here to help you every step of the way.

Infographic: family tree Parents and grandparents Siblings and their families Spouse’s siblings and their families Spouse’s parents and grandparents Spouse and children and children’s families
Infographic for mobile: family tree C D B A E
  1. Spouse and children and children’s families
  2. Siblings and their families
  3. Parents and grandparents
  4. Spouse’s parents and grandparents
  5. Spouse’s siblings and their families

Advisors who care

Our MD Advisors are dedicated to building a relationship with you to deliver advice, financial planning expertise and long-term performance, tailored to your circumstances and aligned with your values.

Planning as a family?

An MD Advisor can work with you to ensure you’re getting the value you deserve as a family member of a physician, including comprehensive solutions, advice you can trust, and a focus on putting the needs of physicians and their families first – always.

1 Family pricing is offered on MD Private Investment Counsel and MD Plus™ accounts. Based on the difference in account fees for a client with assets of $2,000,001.00 that are not part of a family pricing plan, versus the same account(s) bundled with family members to reach the $3 million family pricing threshold. Using this example, the savings for MDPIC accounts would be 13%; the savings for MD Plus™ accounts would be 5.9%.

* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.