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.

Founded in

United States