Financial institutions are now required to provide more detail for investors on the fees and compensation they collect, and on investment performance. At MD, we are going beyond the minimum requirements to provide you with information about all the fees you pay—not because we have to, but because it’s the right thing to do. In compliance with new disclosure requirements, MD Management Limited and MD Private Investment Counsel have developed two new annual reports. Clients will receive these reports for the first time in January, within a couple of weeks of receiving their 2016 year-end statement(s), and annually thereafter: • The Investment Performance Report provides a snapshot of how your investments have performed over the previous calendar year, after costs have been deducted. It helps you determine whether you are on track to meet your financial goals. • The Fees and Compensation Report provides a summary of your total investment costs over the past year. It includes the administrative costs of your account, commissions paid on securities transactions and any compensation received by MD for these services. Together, these reports provide a 360 view of your portfolio, its performance and the costs of your investments. Let’s take a closer look.
Most Recent Videos
Summer 2018: Fund and portfolio update
Overall fund performance has been strong year-to-date and over the past 12 months but there have been some challenges: rising interest rates have challenged fixed income returns and growth style inves
Summer 2018: Macroeconomic review
We continue to favour equities over fixed income at this time—financial market conditions remain stable, the global economy continues to grow and corporate earnings are strong across geographies and s
Medical students’ most-asked money questions
Henry Annan, a final year medical student at Dalhousie University, talks with Leah Aulenbach, financial consultant with MD Management Ltd. about the common questions she gets from medical students abo
Why you need a budget
Henry Annan, a final year medical student at Dalhousie University, talks with Leah Aulenbach, financial consultant with MD Management Ltd. about the importance of setting up a budget and the easy way
Borrowing: How interest rates work
Henry Annan, a final year medical student at Dalhousie University, talks with Leah Aulenbach, financial consultant with MD Management Ltd. about the impact of rising interest rates and when you need t
Student loans or lines of credit: what’s the difference?
Henry Annan, a final year medical student at Dalhousie University, talks with Leah Aulenbach, financial consultant with MD Management Ltd. about the differences between a student loan and a line of cr
Economic and Market Outlook: Q1 2018
After a strong start to the first quarter of 2018, market volatility made a comeback. What does this all mean? Craig Maddock, Senior Portfolio Manager and Vice President, Investment Management, review
Federal Budget 2018 Update
In this webinar, MD and CMA discuss the 2018 federal budget and its implications for Canadian physicians and their families.
2017-2018 Where Has Your Backpack Been
A highlight of some of the many entries from the 2017-2018 Where Has Your Backpack Been contest!
MD Private Investment Counsel - Overview
MD Private Investment Counsel is our discretionary wealth management for those with more complex needs.
MD Plus - Overview
MD Plus™ account is our advisor-based service, offering comprehensive advice across the full wealth-management spectrum.
MD Direct Trade – Overview
MD Direct Trade™ is our online trading platform, provided by Qtrade.
MD ExO Direct – Overview
MD ExO® Direct is our automated, low-cost digital investment service, offering access to a team of Advisors.
MD Financial Suite – Services Overview
Med Student gets surprise of a lifetime!
Today at London International Airport, med student Chris got the surprise of a lifetime. Watch to find out!
#CaRMS2018 hits Vancouver!
Another Med Student gets an amazing surprise in the Vancouver Airport #MDsGotYourBack
#CaRMS2018 surprise at the Ottawa Airport!
Another Med Student gets the surprise of a lifetime #MDsGotYourBack
The Second #CaRMS2018 Winner!
Introducing MD PlatinumTM, a new world-class private investment opportunity for Canadian physicians.
Introducing the MD Platinum™ Global Private Equity Pool