MD Financial Management (MD) today announced that William R. Horton, Jr., Chief Investment Officer (CIO) is leaving MD. Brian Peters, President and Chief Executive Officer, will step in to take a more active role in investment management and strategy. “I would like to thank Bill for his dedicated service to MD,” said Mr. Peters. “He has been a steady hand as CIO during eight years of extraordinary market and economic conditions. MD clients have benefited from his direction and vision through much uncertainty.” Over the past number of years, MD’s strategic plan and investment fundamentals have driven unprecedented growth. With more than $40 billion in assets under administration, MD is the wealth management firm most trusted by Canadian physicians.1 MD is a unique financial services company with a single mandate: to improve the financial well-being of physician clients and their families. Mr. Peters said, “I look forward to continuing to work with our Board and leadership team as we build on our wealth management offering on behalf of our clients.” For more information, please contact your MD Advisor. Owned by the Canadian Medical Association, MD’s only business imperative is to enhance physicians’ financial outcomes by focusing on their distinctive needs and operating in their best interests. MD has more than $40 billion in assets under administration and is dedicated to serving Canada’s physicians and their families. MD 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 these companies, visit md.cma.ca. Maria Grant About MD Financial Management
Media Contact
Lead, External Communications
maria.grant@md.ca
613 809-0657
Most Recent Articles
MD Financial Management and Scotiabank collaborate with The Flipside Life to support physicians’ spouses and families
MD Financial Management Inc. (MD) and Scotiabank announce a two-year sponsorship of The Flipside Life
CMA, in collaboration with Scotiabank and MD Financial Management, launch new Wellness Support Line to help Canadian physicians
Press release about Affinity-funded Wellness Support Line
In session during COVID-19: Our second MD Physician Council meeting
As life continues apace amidst the new reality of life during a pandemic, we marched forward with our second MD Physician Council meeting (virtually, of course) in mid-April.
Scotiabank, CMA and MD Financial Management commit further support to physicians during the COVID-19 pandemic
Scotiabank, in partnership with the Canadian Medical Association (CMA) and MD Financial Management Inc. (MD), has committed $4.6 million to further support physicians during the COVID-19 pandemic.
Scotiabank, CMA and MD Financial Management back Code Life Ventilator Challenge
Scotiabank and the Canadian Medical Association, in collaboration with MD Financial Management Inc. (MD), today announced they will be contributing $200,000 to the Code Life Ventilator Challenge.
MD Financial Management Releases Year-End Income and Capital Gains Distributions
MD Financial Management Inc. released year-end income and capital gains distributions for MD Funds, MD Precision Portfolios™ and MDPIM Pools between December 16 and 31, 2019.
New survey finds physicians stressed but eager to learn about financial priorities
New survey finds physicians stressed but eager to learn about financial priorities. To mark Financial Literacy Month, MD shares findings from physician-based research on Canadian physicians’ financia
MD Financial Management Inc. celebrates its 50th year today as the only national financial services firm exclusively dedicated to the financial well-being of physicians and their families.
Scotiabank, MD Financial Management, and the Canadian Medical Association announce $3.58 million to support family medicine
Five-year sponsorship agreement with the College of Family Physicians of Canada will support students, family medicine residents, family physicians, and recognition of excellence among family doctors
Desjardins breach does not affect MD Financial Management
MD Financial Management Inc. can confirm that it is not affected by the Desjardins breach.
MD Financial Management Announces MD Stable Income Fund Fee Reduction
MD Financial Management Inc. (MD) today announced a fee reduction to the MD Stable Income Fund (MDSIF).
MD Financial Management Announces Investment Adviser Changes and Reduction in Annual Fees for Physicians and Their Families
MD Financial Management today announced a proposed realignment of portfolio management responsibilities with respect to a number of MD Funds and MDPIM Pools.
New study: Physicians with retirement plans far outpace their peers on savings
MD's newly released MD Physician Retirement Readiness Study finds that physicians who have a specific plan for retirement are more likely to have saved a substantial nest egg ($2 million or more).
MD Financial Management Inc. (MD) today announced changes to the investment objectives of the MDPIM Canadian Bond Pool and the MDPIM Canadian Long Term Bond Pool...
MD Financial Management, in collaboration with Scotiabank, announces new series of funding to address physician wellness
MD Financial Management, in collaboration with Scotiabank and the Canadian Medical Association, announce a $625,000 contribution to target the pressing issue of burnout among Canadian physicians.
$1.6 Million Contribution to Support Pan-Provincial Physician Wellness Initiatives with Well Doc Alberta
Scotiabank, in collaboration with MD Financial Management (MD) and the Canadian Medical Association (CMA), today announced a contribution of $1.6 million to Well Doc Alberta.
MD Financial Management Inc. Proposes Changes to Two of Its Funds
MD Financial Management Inc. (MD) today announced proposed changes to the investment objectives of the MDPIM Canadian Bond Pool and the MDPIM Canadian Long Term Bond Pool on or about May 31, 2019, sub
MD Financial Management Announces Launch of MD Precision Index Portfolios™
MD Financial Management announces the launch of MD Precision Index Portfolios™, a new low-cost index-tracking solution available exclusively through MD ExO® Direct.