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What we offer

Financial and wealth strategies designed exclusively for Canada's physicians and their families.

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Services to meet your unique financial goals

Our Advisors*

We specialize in physicians, so you benefit from our experience and objective advice.

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MD Precision Portfolios™

Find the right mix of asset classes and risk tolerance for your goals.

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Fee transparency

Know exactly what you’re paying for and how it adds value to your financial plan.

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For 50 years, physicians have been at the heart of MD Financial Management

Everything we do is designed to address your personal finance and career needs. Because of the complexity of your financial life, we can help you at every stage of your career by providing the right mix of products, services and advice.

Financial planning

Financial planning at MD is a comprehensive and ongoing process that can help you achieve your goals in life — both personal and financial.

Incorporation

We offer guidance and practical solutions for physicians considering incorporation, and ongoing advice for incorporated physicians.

Insurance

Create and preserve wealth with options to protect yourself, your family and your corporation.

Estate and trust

Provide for your loved ones and gain peace of mind with a carefully thought-out estate plan, trust solutions and an experienced executor.**

Banking access

Benefit from expertise and exclusive solutions from Scotiabank® to meet your personal and professional financial needs throughout your career.

Investments

We provide a full suite of accounts, investments and services so you can choose the way you want to invest.

Track and manage your investments with My MD

Preview of My MD webpage

With My MD you’re able to track your financial goals, see how well your investments are performing, get instant access to your documents and your transaction history online and communicate securely with your MD Advisor*.

Keep better connected to your finances.

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The My MD app is also available.
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*Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.

**An "executor" is called a "liquidator" in the province of Quebec and an "estate trustee" in the province of Ontario.