Company Information

Get to know MD Financial (US)

MD Financial Management was originally founded by the Canadian Medical Association (CMA) in 1969 with the mission to enhance the financial well-being of Canadian physicians. In 2018, the company was acquired by Scotiabank, but it continues to operate as a distinct brand dedicated to its physician-centric model. The firm provides a comprehensive suite of services including financial planning, investment management, insurance, and estate and trust services. While its core business and clientele are in Canada, MD Financial Management Inc. is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) to cater to its clients' cross-border financial needs.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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MD Financial (US)

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.