MSPEI Member Benefits > Financial

Financial Planning

MD Financial Management (MD) offers objective financial advice designed to help Canada’s physicians and their families achieve financial well-being.
Contact MD to get started on a comprehensive financial plan. MD provides advice and solutions specific to every stage of your career, from medical school to practice and through retirement.
You can turn to MD Financial Management for:

  • Financial Planning for your whole family.
  • Investments to help you achieve growth and income.
  • Insurance to help you build, protect and share your wealth.
  • Estate and Trust planning for your security and legacy.
  • Banking and Borrowing* access for your day-to-day needs.
  • Medical Practice Incorporation guidance to help you make key decisions.

Visit the MD Financial Management website.

MD Management Limited, A CMA Company
2 Myrtle Street, Stratford, PE C1B 2W2
Phone: 902 892-2092 | 1 800-443-9711
Fax: 902 892-2043 

*Banking products and services are offered by National Bank of Canada through a relationship with MD Management Limited. Credit and lending products are subject to credit approval by National Bank of Canada.
MD Financial Management provides financial products and services, the MD Family of Funds and investment
counselling services through the MD Group of Companies. MD Financial Management Inc. is owned by the Canadian Medical Association. Estate and trust services are offered through MD Private Trust Company, a CMA company. Insurance products are distributed by MD Insurance Agency Limited, a CMA company. All MD employees dealing with clients regarding insurance products hold life licences.