MD Management (MDM) offers full financial planning services in 49 branch offices. Our more than 190 designated MDM advisors will meet with you to explore your financial goals, review your financial picture, assess your risk tolerance and make recommendations.
MD Physician Services Inc. is the manager and trustee of the MD family of funds, a group of 13 proprietary mutual funds. The company retains and supervises world-class investment managers, who manage the portfolio assets of one or more of the funds or parts of the funds. MD Physician Services Inc. also provides investment counselling services under the MD Private Investment Counsel brand (see below). In addition, MD Physician Services Inc. also assists clients with the business side of their medical practices by providing practice management and software solutions to help physicians manage and operate their medical practices more effectively and efficiently.
MD Private Investment Counsel offers investors the option to delegate responsibility for their day-to-day investment decisions to a licensed investment professional. With MD Private Investment Counsel, clients can migrate family assets to a discretionary asset management account and gain access to our investment counsellors, who provide investment advice and portfolio management services. Investment counselling services are delivered by MD Physician Services Inc.
MD Private Trust (MDPT) addresses client needs for estate and trust services, which include estate planning. MDPT also maintains a wills inventory. MD's estate and trust advisors work seamlessly with MD advisors to assess your circumstances and needs.
MD Insurance Agency delivers a range of insurance products to meet the personal insurance and insurance-related investment needs of CMA members and other sponsored clients. Distribution is carried out through a team of insurance consultants, working in tandem with MD advisors. MD Insurance Agency's consultants provide our clients with MD's own insurance products, as well as other products offered by the provincial medical associations.
Our banking referral service exists exclusively for CMA members and their families. Banking products are provided by National Bank of Canada's Partnership Branch through a relationship with MD Management Limited. This suite of services includes credit solutions, mortgages and personal and business accounts that are flexible, convenient and competitive.
MD Physician Services Software Inc. (formerly Practice Solutions Software Inc.) offers integrated software solutions to physicians across Canada, which include electronic billing, scheduling and medical records. Our software enables physicians to create an effective and rewarding practice, helping to deliver quality health care for Canadians in real time
CMA Companies Corporate Structure
For more information on all of our financial subsidiaries, please contact your MD advisor.