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MD Advisor

Myth

SWITCHING FINANCIAL ADVISORS TAKES TOO MUCH TIME.

MD Reality

To switch to an MD Advisor, just follow our three easy steps. Your funds will be transferred to your new MD account electronically or by cheque.

*Certificates cannot be transferred electronically or by cheque.

Myth

SWITCHING FINANCIAL ADVISORS COSTS TOO MUCH.

MD Reality

MD covers a portion of your fees to transfer in. Better yet, our fees are 30% lower than most others, so you’ll save more money every year.

*MD compared the management expense ratio (MER) for MD mutual funds and Precision Portfolios™ with the average mutual fund MERs for comparable funds, using data from Investor Economics as of June 30, 2015.

Myth

SWITCHING FINANCIAL ADVISORS IS TOO COMPLICATED.

MD Reality

Switch to MD in three easy steps, and we take care of the details.

Myth

SWITCHING MEANS HAVING TO SELL MY CURRENT INVESTMENTS.

MD Reality

You can keep your investments when you switch to MD. Or you can choose to sell them – we’ll help you decide on the best option to meet your financial goals.

*Some restriction might apply as there are new investments/holding that will change.

Myth

ALL FINANCIAL ADVISORS ARE ON COMMISSION – THAT’S WHY THEY WANT YOUR BUSINESS.

MD Reality

Our team of over 200 experienced and highly qualified Financial Consultants work on salary, not commission. We have your financial best interests at heart.

Myth

ALL FINANCIAL FIRMS ARE THE SAME, SO THERE’S NO POINT SWITCHING.

MD Reality

Our services are exclusively for Canadian physicians. We’re owned by the Canadian Medical Association and deliver objective advice to help you meet your financial goals.

It’s time to switch to MD. Get started today.

1 800 267-2322
md.cma.ca/timetoswitch