Skip to main content

Managing Wealth

Investments, insurance, estate planning and banking, all exclusively for CMA members

At MD, you benefit from our investment philosophy, built on the bedrock principles of strong performance and prudent risk management. We take this philosophy and pair it with wealth management planning and advice engineered exclusively for Canadian Medical Association (CMA) members and their families.

Integrated Wealth Management

  • single point of contact with access to a team of multi-disciplinary MD advisors
  • referrals to a network of specialists
  • disciplined discovery process to define your short- and long-term financial goals
  • integrated into one comprehensive financial plan

A Full Suite of Wealth Management Products and Services

  • RRSPs
  • TFSAs
  • mutual funds
  • investment portfolio options
  • estate and trust services insurance
  • banking

Contact an MD Advisor

Contact an MD Advisor to discuss all your financial and practice needs.

MD Savings SnapshotTM

The MD Savings SnapshotTM can help you see where you stand today and where you might be heading.