An article appeared in the November/December issue of Round the Table about how the team approach of MD Financial Management (MD) enables it to offer comprehensive financial solutions and advice unique to each client. Round the Table is the official publication of the Million Dollar Round Table, a global, independent association of life insurance and financial services professionals.
Written by freelance author, Elizabeth Furhman, the article focusses on one of MD’s Vancouver-based employees, Eleena Swan, who is an insurance specialist. Among other things, the article explains how MD is able to offer its physician clients tailored financial advice and services throughout their entire career, from their first day in medical school to retirement.
The article, which can be found on pages 32 and 33 of the magazine (available from the bottom left-hand corner of the webpage), is available in English only.
About MD Financial Management
MD Financial Management, with more than $38 billion in assets under administration, is a wholly owned subsidiary of the Canadian Medical Association. MD is dedicated to serving physicians and their families. 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 these companies, visit md.cma.ca.
Communications Manager, MD Financial Management