MD Financial Management (MD), a Canadian Medical Association-owned financial management firm, was recently featured in the annual Finance Issue of The Medical Post.
The English-only “Case Study: Dr. Smith and Mrs. Smith” illustrates MD’s all-inclusive approach to financial planning, and highlights how obtaining objective views across multiple financial services areas of expertise can produce comprehensive results for clients. MD’s Expert Office—MD ExO®—draws on the knowledge of a team of experts to provide customized recommendations that address the unique financial planning needs of MD’s physician clients and their families.
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.
The MD ExO® service provides financial products and guidance to eligible clients, delivered through the MD Group of Companies (MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited). MD Financial Management is owned by the Canadian Medical Association. Incorporation guidance is limited to asset allocation and integrating corporate entities into financial plans and wealth strategies. Professional legal, tax and accounting advice regarding incorporation should be obtained in respect to an individual’s specific circumstances.
Communications Manager, MD Financial Management