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MD Advisor

Managing Wealth

At MD, you benefit from our investment philosophy, built on the bedrock principles of strong performance and prudent risk management. We take this philosophy and pair it with wealth management planning and advice engineered exclusively for Canadian Medical Association (CMA) members and their families.

Integrated wealth management

  • single point of contact with access to a team of multi-disciplinary MD Advisors
  • referrals to a network of specialists
  • disciplined discovery process to define your short- and long-term financial goals
  • integrated into one comprehensive financial plan

A full suite of wealth management products and services

  • RRSPs
  • TFSAs
  • mutual funds
  • investment portfolio options
  • estate and trust services
  • insurance
  • banking

Wealth management, engineered exclusively for physicians. Contact an MD Advisor to discuss all your financial needs.

Banking products and services are offered by National Bank of Canada through a relationship with MD Management Limited. Credit and lending products are subject to credit approval by National Bank of Canada.

Insurance products are distributed by MD Insurance Agency Limited, a CMA company. All life-licensed MD employees have life licences with MD Insurance Agency Limited, a CMA company.

Estate and trust services are offered through MD Private Trust Company, a CMA company.

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