MD Financial Management

Glenda Covey, Senior Financial Consultant, MD Management Limited.

MD Financial Management is the only financial services firm dedicated exclusively to the financial well-being of Canada’s physicians and their families so that they can live their best lives today and tomorrow.

Please note that effective June 1, 2018 CMA membership is no longer a requirement to have access to and become a client of MD Financial Management. All physicians and physicians in-training can become clients of MD, regardless of their CMA membership status.

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 Borrowing1 access for your day-to-day needs.
  • Medical Practice Incorporation guidance to help you make key decisions.

Visit the MD Financial Management website.

The AMA-MD alliance

To ensure that AMA members get the comprehensive and competitive insurance solutions they need, MD and the AMA/ADIUM Insurance Services Inc. formed a strategic insurance and wealth management alliance.

Benefits for AMA members

  • Cost-effective. Get access to a nation-wide set of competitive insurance solutions, and insurance premium discounts where applicable.
  • Comprehensive. Achieve your financial goals at any stage of your career with a comprehensive range of insurance products:
    • Accident
    • AMA Health Benefits Trust Fund (extended health and dental)
    • Critical illness
    • Disability
    • Life
      • Term
      • Permanent
    • Long-term care
    • Professional overhead expense
  • Objective. Get objective advice that’s in your best interests from advisors who work on salary, not commission.
  • Convenient. Get all your financial needs—whether insurance or wealth management—handled seamlessly.

Questions?

ADIUM Insurance Services

T 780.482.0692
Toll-free 1.888.492.3486
Email ADIUM Insurance Services

MD Financial Management

Edmonton Calgary Lethbridge

T 780.436.1333
Toll-free 1.877.434.1333

T 403.244.8000
Toll-free 1.800.661.4669

T 403.320.2992
Toll-free 1.888.320.3431

1 Banking and credit products and services are offered by The Bank of Nova Scotia “Scotiabank”. Credit and lending products are subject to credit approval by Scotiabank.
MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies. Estate and trust services are offered through MD Private Trust Company. Insurance products are distributed by MD Insurance Agency Limited. All MD employees dealing with clients regarding insurance products hold life licences.

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