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