MD Physician Services Leads Financial Planning Week As Gold Sponsor

November 27, 2014

MD Physician Services Inc. (MD), a Canadian Medical Association (CMA)-owned financial management organization, was the Gold sponsor at the sixth annual Financial Planning Week which took place across Canada from November 16-22, 2014.

Highlights of MD’s sponsorship included Being Gold: The 2014 CFP Professional Symposium designed specifically for Certified Financial Planner (CFP) professionals and Financial Planning Standards Council (FPSC) Level 1TM Certificants in Financial Planning.

“MD’s ongoing sponsorship of Financial Planning Week speaks to the significance we place on financial planning for our clients—Canada’s physicians—at all stages of their career,” said François Durocher, Executive Vice President, Member Experience, at MD.

“In fact, the majority of MD physician clients have a written financial plan, in comparison to physician non-clients who invest with MD’s competitors1,” he added. “We attribute the higher rate of financial plans among our clients as an essential component in providing them with personalized financial advice, whether they are a medical student wanting to minimize debt, or a practising physician thinking about incorporation.”

About Financial Planning Week

Since 2009, Financial Planning Week has been an integral part of Financial Literacy Month and is part of an ongoing effort by the Financial Planning Standards Council (FPSC) and the Institut québécois de planification financière (IQPF) to raise awareness of financial planning as fundamental to the financial well-being of Canadians.

About MD Physician Services

MD Physician Services, 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 Physician Services 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.

1 Fifty-eight per cent of MD physician clients have a written financial plan vs. 55% of physician non-clients; 72% of MD Private Investment Counsel clients have a written financial plan vs. 49% of non-client private investment counsel investors. Source: MD Physician Services Loyalty Survey, December 2013.


Media Contacts:

Maria Grant
Communications Manager, MD Physician Services Inc.
maria.grant@cma.ca
613-809-0657

Deborah Thompson
DT Communications
deborah@dt-communications.com
416-918-9551

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