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MD Private Investment Counsel

Discretionary investment management for our physicians and their families

As the size and complexity of your investment portfolio increases, so does the amount of time and expertise required to manage it. MD Private Investment Counsel offers the highest level of professional and personalized expertise.

Expertise

Delegate the day-to-day management of your portfolio to a highly accredited portfolio manager, to help you preserve and grow a sizable investment portfolio.

Personalization

Enjoy exclusive, personalized service, advice and communication about your investments.

Integration

Benefit from an expert portfolio manager working in collaboration with your MD Advisor to integrate your portfolio within your overall financial plan.

An Approach You Can Trust

MD Private Investment Counsel is the largest independently-owned private investment counsel firm in Canada.i We manage more than $13 billion in assets on behalf of our clients.ii We will carefully structure an investment portfolio to meet your unique needs, and we will manage it with discipline.

Greater Access with MD AperturaTM

Now more physicians and their families can access the exclusive world of private investment counsel through MD Apertura starting at accounts with $200,000iii.

MD Apertura, MD's virtual service channel is a web-based video conference tool that provides convenient access to MD advisory services and enables clients to have meetings with their Portfolio Manager in collaboration with their MD Advisor. MD is Canada’s first and only wealth management firm, exclusive to physicians, to offer virtual access to a personal Portfolio Manager at this minimum threshold. Current users of the service channel rate it highly, with satisfaction scores rating consistently at least 9 out of 10iv.

Manage your MD Investments Online Demo

Manage your MD Investments Online Demo

Find out how you can easily manage your MD Management Limited and MD Private Investment Counsel accounts online with the time-saving features of MD's secure site.

Video Transcript

Top Questions about the secure mdm.ca site.

MDPIM Pools Regulatory Documents

Access regulatory documents for all MDPIM Pools.