Full financial plan, full financial picture
Investing plays a crucial role in your financial objectives. We offer a range of investment approaches for physicians — from sophisticated products like our MD PlatinumTM series and professional portfolio management to self-directed investing — to suit the needs of you and your family. With the right investment plan tailored to you, we can help you reach your goals while minimizing risk.
Total wealth planning
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’s 50+ years of physician-focused experience and the specialized knowledge of an MD Advisor* to give you tailored, objective advice to help you and your family achieve your financial goals so you can live your best lives, today and tomorrow.
Objective, physician-focused advice
You can trust the advice and support you get from MD Advisors*, knowing they are obligated to act in your best interest and provide objective recommendations carefully tailored to you and your individual financial situation.
Competitive fees
Our transparent, industry-competitive pricing ensures you understand exactly what you're paying for, with no surprises.
Grow your wealth
MD Advisors* provide strategies to optimize wealth growth with tax-efficient investment options like RRSPs, FHSAs and TFSAs, incorporation benefits and other physician-focused tax-saving solutions.
Just as life evolves, so do your financial planning needs
You may need to consider updating your wealth plan to account for the financial implications of living longer.
Use our interactive Total Wealth Planning tool below to discover how the right strategies can help you and your family plan for a secure and prosperous future.
Invest your way
We provide many ways to invest. That’s because we know that some enjoy the challenge of a self-directed approach, while others prefer a hands-off style that leaves decision-making to a team of professional portfolio managers.
Learn more
Helping you keep your tax bill in check
There are many physician-focused tax-saving strategies available, and we can help find the ones that work best for you.
Learn howCustomized solutions for physicians
Explore the full range of products we offer to help you reach your short- and long-term goals.
Fund performance and unit values
Up-to-date fund figures are always available, so you can see how our teams of international managers are delivering value and performance on a daily and monthly basis.
View fund performanceOur fees are no mystery
Our reporting goes beyond regulatory requirements to provide you with a complete picture of how your fees are used to pay for management expenses, operating costs and taxes. Learn more
MD Funds Unit Values
Track and manage your investments with My MD
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.
* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.
MD Financial Management (MD) provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies and Scotia Wealth Insurance Services Inc. For a detailed list of the MD Group of Companies visit md.ca and visit scotiawealthmanagement.com for more information on Scotia Wealth Insurance Services Inc.
MD Platinum™ is a trademark of The Bank of Nova Scotia, used under licence.
MD Management Limited was the first of the MD Group of Companies to be founded, in 1969. MD Financial Management Inc. wholly owns MD Management Limited. For a detailed list of the MD Group of Companies, visit md.ca.