for investors
View Firm Profile
MD Financial Management Inc.
Address
1870 Alta Vista Drive
Ottawa,
Ontario K1G 6R7
(613) 731 - 4552
Toll Free:
(800) 267 - 2332
Principal Contacts
James Virgo
Vice-President & National Lead
Tel: (613) 731 - 4552
james.virgo@cma.ca
Client Minimums
Private: $200,000
Institutional: $200,000
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
Provinces of Business
- Alberta*
- British Columbia*
- Manitoba*
- New Brunswick*
- Newfoundland and Labrador*
- Nova Scotia*
- Ontario*
- Prince Edward Island*
- Quebec*
- Saskatchewan*
- Northwest Territories*
- Nunavut*
- Yukon*
* indicates a physical location in this province
Our unique Canadian Medical Association (CMA) ownership allows us to focus exclusively on helping CMA members and their families achieve their most important financial goals by offering a complete range of financial products and services. We manage more than $40 billion for physicians and their families, including more than $18 billion in assets on behalf of our high net worth clients across Canada who subscribe to our services.
As the size and sophistication of your investment portfolio has increased, so does the amount of time and expertise required to manage it. Experience the confidence of having a team of seasoned professionals working on your behalf to help you build a fully integrated wealth plan, delivered with a personalized approach that is tailored to your specific needs. We offer customized, expert investment management strategies and advice to clients who have more than $200,000 in assets, to help ensure preservation of capital and strong, long-term value. Our scale means that we can bring the expertise and insight of some of the best money managers in the world to our clients.