Introducing Your MD Financial Suite. What Kind of MD Investor Are You?

Introducing Your MD Financial Suite.

What Kind of MD Investor Are You?

Do you want long-term planning and investment advice from a dedicated MD Advisor?

  • Yes

Do you want an experienced Portfolio Manager to make ongoing investment decisions on your behalf?

  • Yes

MD Private Investment Counsel

Key features

• Suitable for those with complex planning needs.

• Offers specialized solutions.

• Has a $200,000 minimum.

• Includes access to index solutions and institutional-quality private investments.

Practical tip

Ask your MD Advisor about asset levels that trigger cost savings.

  • No

MD Plus™ account

Key features

• Work with a dedicated MD Advisor.

• Receive comprehensive financial advice across the full wealth-management spectrum.

• Offers new investment options, including ETFs, index funds and mutual funds.

Practical tip

Did you know account fees are generally tax‑deductible1?

 

Do you want to be guided through an easy online portfolio set-up, but still have access to advice?

  • Yes

MD ExO® Direct

Key features

• Fill out an online questionnaire about your goals and risk tolerance and you’ll get a portfolio recommendation tailored to you.

• Includes active management, asset allocation and portfolio rebalancing—all at a lower cost.2

Practical tip

Use MD ExO Direct to set up regular RRSP contributions so you don’t have to worry about deadlines.

 

Are you comfortable making all your own investment decisions online?

  • Yes

MD Direct Trade™

• Online trading platform provided by Canada’s top-ranked online broker, Qtrade.3

• You can use MD Direct Trade to manage all or just some of your assets.

Practical tip

Provides a variety of online tools that help you make investment decisions and track their performance.

Need more information? An MD Advisor will be happy to discuss the features of each service to help you choose. Call 1 800 431-0330. Or, visit us online at md.ca/financialsuite.

1 Fees incurred on registered accounts are not tax-deductible. Please consult your tax advisor for more information. • 2 MD ExO Direct offers Series F2 MD Precision Portfolios™, which have lower fees compared with Series A MD Precision Portfolios. • 3 Qtrade Investor, Media Accolades, www.qtrade.ca/investor/about/media-accolades. • MD Direct Trade™ is a division of MD Management Limited, member of the Canadian Investor Protection Fund. • MD ExO® Direct is an investment solution brought to you by MD Management Limited. MD Management Limited – Member – Canadian Investor Protection Fund. • MD Private Investment Counsel offers investment counselling services, delivered by MD Financial Management Inc. • MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies. For a detailed list of the MD Group of Companies, visit md.ca. MD ExO® and MD Direct Trade™ are trademarks of the Bank of Nova Scotia, used under licence.

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