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Unique career.
Unique finances.
Unique advice.

Get the right advice
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More than 38,0001 physician households trust us to anticipate and help them meet their financial needs.

Why? Because physicians are different. You, your training, your career — your journey — are different from the average professional’s. And we get that; physician-focused advice is what we do. Start planning with us and capitalize on every opportunity to build wealth, save on taxes and more.

We’ve been helping physician families achieve financial peace of mind since 1969.2 We understand your career in medicine and physician family finances. And with our attention to your personal circumstances, we can help with your unique needs and financial goals too.

Your MD Advisor* can help you with

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Debt management

Evaluate the benefit of paying off debt immediately. Training-related debt can sometimes qualify for interest forgiveness or deferral. It’s about saving you money.

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Funding your own retirement

Planning that considers your journey — training and start-up debt, income changes, shorter timeframe to save for retirement. This includes incorporating, investing and more.

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Reducing and deferring tax

Plan and navigate available programs as a physician family — take advantage of low-income years, balancing RRSP contributions with corporation assets, income splitting, etc.

You provide specialized advice. So do we.

Look after your financial health with the unique advice only we can provide. Get financial planning that works as hard as you do to achieve your financial goals.

* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec).

1 As of July 2021, more than 38,000 physician households work with the MD Group of Companies (MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited). For a detailed list of these companies, visit md.ca.

2 MD Management Limited was the first of the MD Group of Companies to be founded, in 1969. MD Financial Management Inc. wholly owns MD Management Limited. MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies.