MD Financial Management

MD Financial Management (MD) offers objective financial advice designed to help Canada’s physicians and their families achieve financial well-being.

Contact MD to get started on a comprehensive financial plan. MD provides advice and solutions specific to every stage of your career, from medical school to practice and through retirement.

You can turn to MD Financial Management for:

  • Financial Planning for your whole family.

  • Investments to help you achieve growth and income.

  • Insurance to help you build, protect and share your wealth.

  • Estate and Trust planning for your security and legacy.

  • Banking and Borrowing1 access for your day-to-day needs.

  • Medical Practice Incorporation guidance to help you make key decisions.

Visit the MD Financial Management website.

The SMA-MD alliance

To ensure that SMA members get the comprehensive and competitive insurance solutions they need, MD and the SMA formed a strategic insurance and wealth management alliance.

Benefits for SMA members

  • Cost-effective. Get access to a nation-wide set of competitive insurance solutions, and insurance premium discounts where applicable.

  • Comprehensive. Achieve your financial goals at any stage of your career with a comprehensive range of insurance products:

    • Disability

    • Life

    • Accidental Death & Dismemberment

    • Extended Health and Dental

    • Critical illness

    • Long-term care

    • Professional office overhead expense

  • Objective. Get objective advice that’s in your best interests from advisors who work on salary, not commission.

  • Convenient. Get all your financial needs—whether insurance or wealth management—handled seamlessly.

Visit the MD Financial Management website.

1Banking products and services are offered by National Bank of Canada through a relationship with MD Management Limited. Credit and lending products are subject to credit approval by National Bank of Canada.

MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies. MD Financial Management Inc. is owned by the Canadian Medical Association. Estate and trust services are offered through MD Private Trust Company, a CMA company. Insurance products are distributed by MD Insurance Agency Limited, a CMA company. All MD employees dealing with clients regarding insurance products hold life licences.