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Your Professional Team

How do I get a professional financial team working for me?

MD Financial Management is number one with physicians because we put physicians first. We are focused exclusively on helping physicians and their families achieve their financial goals. As a resident starting your career, you are in an ideal position to begin assembling your MD financial team.

Our integrated offering of financial management services is built to meet your unique needs and save you time. MD Financial Management is owned by the Canadian Medical Association (CMA), which means we have focused exclusively on helping CMA members and their families for more than 40 years.

Get your team started

There are many complex financial issues you need to consider. Should you purchase a home or continue to rent? What insurance solutions make the most sense now? What tax credits and deductions can you apply for as a resident? Should you pay down your debt or consider investing? When you should you start considering incorporation?

These issues and countless others underscore the importance of assembling a capable team of professionals to help you make the right choices. A lawyer, an accountant, a banking partner, an insurance specialist and a financial advisor all play a key role in helping residents and physicians navigate terrain that, at times, can seem overwhelming.

Your MD Advisor is your team captain

Your MD Advisor plays a leadership role on your team. Not only will your MD Advisor offer comprehensive financial advice, he or she can help guide you to trusted professionals in your area with experience supporting physicians.

All MD offices have referral lists of accountants and lawyers CMA members have worked with.1 Many residents move to new communities to start practising. Your MD Advisor can introduce you to the right mix of professionals in your community.

When you start putting your financial team together, remember that it’s critical to work with professionals who have solid experience working with physicians in Canada. The special needs of physicians and their families deserve the special skills of financial professionals who know physicians.

Contact an MD Advisor today

It’s never too early to start building a relationship with a trusted financial advisor. Your MD Advisor can develop a financial plan that will support you through residency and practice.

To talk to an MD Advisor, contact MD Financial Management or call 1 866 243-9505.

1 The firms included in this list are not associated, in any way, with MD Financial Management or any other organization with MD Financial Management. MD Financial Management provides the referrals for the convenience of its clients and does not receive any compensation from these firms. In no event shall MD Financial Management bear any responsibility or liability resulting from any advice or services as provided to clients by the firms included in this referral.