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The best returns aren’t always on paper

Our Total Wealth Plans are designed for what really matters

Come talk to us

There’s a balanced Total Wealth Plan for your future

Your work is demanding. Your time is limited. And your goals go far beyond your career. Our MD Advisors* understand your unique needs. That’s why we offer Total Wealth Planning that considers every facet of your life — your career, your family and your future. Our comprehensive offering brings together MD Financial Management’s (MD) 55+ years of physician-focused experience and the specialized knowledge of an MD Advisor to give you tailored, objective advice. Let us help you and your family achieve your financial goals so you can live your best lives — today and tomorrow.

Comprehensive planning, tailored to physicians

With Total Wealth Planning, you’ll benefit from sound advice in key financial areas — all coordinated through your MD Advisor*. At every career stage we can provide you with the right mix of products, services and advice.

Investments

Choose from a full suite of accounts, investments and services to help you invest your way.

Retirement income and pension planning

We work with you to help secure your future through a robust retirement plan, including consideration of the Medicus Pension Plan™.

Medical professional incorporation

Get practical guidance for physicians considering incorporation, plus ongoing advice for incorporated practices.

Insurance and risk management

Create and protect your wealth and your family with strategies designed to help manage risk and safeguard what matters most.

Estate and trust planning

We can help you gain peace of mind with a carefully structured estate plan, trust solutions and experienced executor support.**

Banking and borrowing

Exclusive solutions from Scotiabank® can help pave the way to meeting your personal and professional financial needs throughout your career.

See what our Total Wealth Planning can do for your future

Use our interactive tool to discover how the right strategies can help you and your family plan for a secure and prosperous future.

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Total Wealth Planning resources

Why it’s OK to delegate your financial responsibilities

When it comes to reducing stress and preventing burnout, outsourcing your financial responsibilities can be one solution.

Read article

What’s your money script? How early beliefs can shape your financial life

It turns out that our feelings about money may not be about money itself, but rather the stories we tell ourselves about money.

Read article

Financial planning

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

Learn more

* MD 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.

The Medicus Pension Plan is a registered pension plan. It is registered under the Pension Benefits Act (Ontario) and theIncome Tax Act (Canada). Medicus Pension PlanTM is a trademark used under licence. To determine if the Medicus Pension Plan is appropriate for your retirement planning needs and retirement income objectives, please consult with a financial advisor.