About the Candidate
MD Management Limited
MD is headquartered in Ottawa and has more than 50 regional offices in every province and territory of Canada. This led to the creation of the Registered Retirement Savings Plan that all Canadians enjoy today - and, in 1969, the creation of MD Financial Management (MD). MD的总部设在渥太华,并在加拿大各省和地区设有50多个区域办事处。这导致了今天所有加拿大人享有的注册退休储蓄计划的创立--以及在1969年,MD财务管理(MD)的创立。
1870 Alta Vista Drive, Ottawa ON K1G 6R7
613-731-4552

MD has two offices in Vancouver and offers financial and wealth strategies designed specifically for Canadian physicians and their families. Its mission is to help Canadian physicians and their families achieve their financial goals at every stage of their careers, from the first of medical school to practice to retirement. They have earned a 5/5 rating on Google Ratings. MD is a member of the Investment Industry Regulatory Organization of Canada. MD is the exclusive financial services partner for more than 35 physician-based organizations, including the Black Physicians' Association of Ontario (BPAO); Canadian Medical Association (CMA); Canadian Association of Radiologists (CAR); Canadian Federation of Medical Students (CFMS); College of Family Physicians of Canada (CFPC). Federation of Medical Women of Canada (FMWC); The Flipside Life.

MD在温哥华有两个办事处,提供专门为加拿大医生及其家属设计的金融和财富策略。其使命是帮助加拿大医生和他们的家人在他们职业生涯的每个阶段实现他们的财务目标,从医学院的第一个阶段到实践到退休。他们在谷歌评级上获得了5/5的评分。MD是加拿大投资业监管组织的成员。MD是超过35个医生组织的独家金融服务伙伴,包括安大略省黑人医生协会(BPAO);加拿大医学协会(CMA);加拿大放射医师协会(CAR);加拿大医学生联合会(CFMS);加拿大家庭医生学院(CFPC)。加拿大女医务人员联合会(FMWC);The Flipside Life。


Products and Services:

· Financial Planning

MD's advisors provide asset management, financial management, risk management, tax planning, retirement planning, estate planning and other services according to the needs of our clients.

· Incorporation

Benefits of incorporating your medical practices: keep more of what you earn and build wealth faster; additional financing options; defer taxes; access to more future benefits

· Insurance

Insurance can be used in both traditional and innovative ways to help you build, protect and share your wealth. 

· Estate and Trust

MD's estate and trust team can provide estate planning, estate settlement, trust planning and trust administration services.

· Banking Access

Developed as a collaboration between MD Financial Management and Scotiabank, the Scotiabank Healthcare+ Physician Banking Program offers a robust suite of banking solutions with preferred benefits for your personal and professional financial needs, including: Education financing; Personal banking solutions; Mortgages and home equity lines of credit; Scotia Wealth Management private banking solutions; Business banking solutions

· Investments

MD offer the full range of products to help you reach your short- and long-term goals: MD Precision PortfoliosTM; MD funds and pools; Alternative investments; Annuities.


产品及服务:

· 财务规划

MD的顾问根据客户的需求提供资产管理、财务管理、风险管理、税务规划、退休规划、遗产规划和其他服务。

· 机构合作

注册成立医疗机构的好处:保留更多的收入并更快地积累财富;更多的融资选择;推迟纳税;获得更多的未来利益。

· 保险

保险可以用传统和创新的方式来帮助你建立、保护和分享你的财富。

· 遗产和信托

MD的遗产和信托团队可以提供遗产规划、遗产结算、信托规划和信托管理服务。

· 银行通道

作为MD财务管理和丰业银行的合作项目,丰业银行医疗保健+医生银行计划为您的个人和专业财务需求提供了一套强大的银行解决方案和优先优惠,包括 教育融资;个人银行解决方案;抵押贷款和房屋净值信贷额度;丰业银行财富管理私人银行解决方案;商业银行解决方案

· 投资

MD提供全方位的产品来帮助您实现您的短期和长期目标。MD精确投资组合TM;MD基金和资金池;替代投资;年金。