MD Financial Management
MD Financial Management provides tailored wealth management services for physicians, offering banking solutions with Scotiabank, a range of proprietary mutual funds, insurance products, and comprehensive financial planning through its extensive network of branch offices and advisors.
Wealth Management Services for Physicians
MD Financial Management offers a range of wealth management services specifically tailored to the needs of physicians. From medical school through retirement, MD Financial Management supports medical professionals with comprehensive financial planning. The company provides personalized financial strategies, incorporating both short-term goals and long-term wealth preservation.
Physician-Focused Banking Solutions
In collaboration with Scotiabank, MD Financial Management provides physician-focused banking solutions. These services include education financing, personal banking, mortgages, and business banking solutions. These banking services are designed to address the unique financial requirements of physicians at different stages of their careers.
MD Family of Funds and Discretionary Asset Management
MD Financial Management manages the MD family of funds, comprising 35 proprietary mutual funds. The company also offers discretionary asset management through MD Private Investment Counsel, providing professional portfolio management to its clients. The range of services caters to different investment preferences and financial goals within the physician community.
Insurance Products for Physicians
MD Financial Management offers a variety of insurance products through MD Life Insurance Company and Scotia Wealth Insurance Services Inc. A dedicated team of insurance consultants works closely with MD advisors to provide tailored insurance solutions that meet the specific needs of physicians, ensuring comprehensive coverage and financial security.
Branch Offices and Financial Advisors
Operating 49 branch offices, MD Financial Management employs more than 190 advisors to deliver full financial planning services. These advisors provide personalized financial advice, helping physicians manage their wealth effectively and plan for their future financial goals.
Tax-Efficient Investment Options and Strategies
MD Financial Management offers various tax-efficient investment options and strategies to physicians, including Registered Retirement Savings Plans (RRSPs), First Home Savings Accounts (FHSAs), Tax-Free Savings Accounts (TFSAs), and incorporation benefits. These options help physicians maximize their investment returns while minimizing tax liabilities.