MD Financial Management Investor Statements Ranked First in Brokerage Category

September 7, 2017

MD Financial Management has been recognized as having the top-rated investor statements in the full-service brokerage category by DALBAR Canada in its 2017 Trends and Best Practices in Investor Statements Report.

Each year, DALBAR evaluates investor statements for clarity, content effectiveness and design, and creates a report that identifies the statements that provide the best experience from an investor’s perspective. DALBAR awards are recognized as marks of excellence in the financial community.

“We believe that our clients deserve to know exactly how much they’re paying for investment management. That’s why we decided to go beyond the minimum regulatory disclosure requirements and give clients information about all the investment fees they pay, not just what we’re required to show them,” said Brian Peters, President and Chief Executive Officer of MD. “We’re pleased that our decision to provide robust and total fee disclosures has been validated by this award.”

About DALBAR Canada

DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, DALBAR has earned a reputation for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals.

About MD Financial Management Inc.

Owned by the Canadian Medical Association, MD has one main goal: to help Canada’s physicians achieve financial well-being.

MD has more than $45 billion in assets under administration and is dedicated to serving Canada’s physicians and their families. It 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

Media Contact

Victoria Savoy, Communications Specialist
MD Financial Management 
613 325-4293


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