Financial peace of mind for physicians’ families
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 AdvisorWho 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.
- Spouse and children and children’s families
- Siblings and their families
- Parents and grandparents
- Spouse’s parents and grandparents
- 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.
Family resources
The Flipside Life is an organization that champions physician families at all stages of training and practice. Their mission is to foster meaningful connection and create a diverse and inclusive community that supports, empowers and enhances the lives of physician families through connection, advocacy, events and education.
“ As the wife of a physician, mother, and advocate for physician family mental health and well-being, I am grateful for the support and expertise of an advisor who truly understands the unique experiences and financial needs of physician families. ”
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.
* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.