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Company: MD Financial Management

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Bank of Nova Scotia, Toronto, On

The transaction allows the bank to increase its reliance on wealth management as a source of earnings

Medical doctor wearing blue uniform holding happy funny smiling piggybank

MD Financial will operate as a distinct, stand-alone brand within Scotia Wealth Management upon the closing of the deal

  • By: IE Staff
  • May 31, 2018 May 31, 2018
  • 16:35
Diverse usiness people walking toward camera

A suite of services includes online trading, robo-advice and personal financial planning with a dedicated financial advisor

  • By: IE Staff
  • March 19, 2018 March 21, 2018
  • 11:00
businessman hand working computer and business strategy concept

MD Platinum provides institutional-level investment strategies to Canadian discretionary retail investors

  • By: IE Staff
  • March 15, 2018 March 15, 2018
  • 13:00

Investment options for clients include transferring to Series A of the same mutual fund or MDPIM pool

  • By: IE Staff
  • June 23, 2017 June 23, 2017
  • 07:30

New ratings for three funds

The changes in investment advisors will allow for more diversification of sectors and foreign securities, among other things

MD Financial has expanded pre-existing relationships with Manulife Asset Management and Franklin Templeton, which are now subadvising four funds

MD is the exclusive financial services partner for women physicians’ organization

  • By: IE Staff
  • August 31, 2015 August 31, 2015
  • 13:40

Students and residents gain access to a dedicated advisor who can provide personalized financial help and guidance

  • By: IE Staff
  • July 3, 2015 July 3, 2015
  • 14:45