MD Physician Services Inc. (MD), a Canadian Medical Association (CMA)-owned wealth management organization exclusive to Canadian physicians, announces the launch of MD ExOTM —its Expert Office. A collaborative approach to total wealth management, MD ExOTM leverages the combined expertise of financial advisors and specialists to engineer personalized advice in the areas of financial planning; investing; insurance; and estates and trusts—including access to banking and lending, and guidance on medical practice incorporation.
"The launch of MD ExOTM is part of an ongoing evolution at MD", says Brian Peters, President and CEO of MD. "By eliminating silos that exist in most companies, MD advisors have the greatest ability to put the interests of their clients first by bringing the right specialists to the table at the right time. Helping our clients address their full range of financial goals is core to our service model—and, in our experience, having a complete and unbiased view across multiple disciplines can deliver better outcomes."
With MD ExOTM, clients will benefit from a personalized and comprehensive financial plan supported by MD’s total wealth management offer—a plan that will ensure they stay on track with their financial goals, evolving with their needs at every stage of life whether they’re just starting medical school or nearing retirement.
MD’s Expert Office approach is derived from best-in-class financial planning and advice that MD has refined during more than four decades of serving physicians and their families.
For more information about MD ExOTM, contact your MD Advisor or call the MD Trade Centre at 1 800 267-2332.
Disclaimer: The MD ExOTM service provides financial products and guidance to eligible clients, delivered through the MD Group of Companies (MD Physician Services Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited). MD Physician Services is owned by the Canadian Medical Association. Incorporation guidance 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. Banking products are offered by National Bank of Canada's Partnership Branch through a relationship with MD Management Limited.
About MD Physician Services
MD Physician Services, with more than $32 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 Physician Services provides financial products and services, the MD family of mutual funds, private investment counselling services and practice management products and services through the MD Group of companies. For a detailed list of these companies, visit md.cma.ca.
Maria Grant, Communications Manager, MD Physician Services Inc.
Cell: 613 809-0657