News & information archive

News home

June 30, 2009

Clearing the air

In the competitive world of investment management, we fully expect to take a few shots now and then from competitors who enviously look at MD Financial and our clientele of physicians and their families. So it does not surprise us that they have been exploiting an article that appeared in the National Post to portray a less than accurate picture of our business.

MD Financial - Serving all your investment needs

You may have heard such things from our competitors as 'MD Management is now limiting the investments you can hold'. Nothing could be further from the truth. We continue to offer, on behalf of our clients, both MD and non-MD products. It is true that we have recently introduced a new portfolio option to meet your investment objectives - that we think represents an important advance in the advice we are able to provide - but we want to be very clear that this in no way restricts or limits the investments you can make with MD Financial.

Global Portfolio Strategy - Our best recommendations, your choices

The approach is straightforward and familiar. Your advisor works with you to develop a thorough understanding of your investment objectives, time horizon, capacity for risk and your need for return. He or she then recommends an investment portfolio crafted to meet your very specific needs. And of course, in the end the choice is yours. So what's different?

We worked with DB Advisors, a division of Deutsche Bank, to construct portfolios that offer greater assurance of achieving your specific investment objectives, and are specifically designed with the goal of managing risk in today's volatile markets.

To learn more about the benefits of our Global Portfolio Strategy read "A strategy to achieve your purposes" and contact your MD advisor at 1 800 267-2332 or by email.

Physicians first

Our approach is based on the practical experience we have gained through more than four decades of helping physicians and their families reach their financial goals. Those goals are unique and so are your portfolios. We will always provide you with our best recommendations and your portfolios will always reflect what best meets your objectives and your choices. Let there be no misunderstanding.

Here at MD Financial we live by the words "physicians first". Being 100% owned by the CMA, and in turn by Canadian physician members, we can honestly say we do and will always act in your best interests. Can they?