Helpful staffExcellent financial companyNice place to workBeautiful building
About this business
MD Financial Management Head Office MD Financial Management is a Canadian financial institution exclusively dedicated to serving physicians and their families. The firm is committed to helping Canadian physicians achieve their financial goals during their careers, including medical school, practice, and retirement. Sixty years ago, the Canadian Medical Association (CMA) recognized that Canadian doctors needed a less costly and more available way to plan for retirement. This resulted in the introduction of registered retirement savings plans, which are now available to all Canadians. In 1969, MD Financial Management was created. All of our clients have access to a variety of financial services in one easy location. Clients may receive tailored guidance on all components of their financial planning, including tax-efficient investing and insurance.
Reviews Summary
The reviews emphasise a positive experience. Most likely, the company has successful business practices and provides excellent assistance. With the generally positive company culture, the company looks like an ideal place to work. Many employees also say that the building is lovely. However, at times guest parking is hard to find.
Frequently asked questions
7 questions
What do MD Financial Management Head Office clients say about the work?
Clients frequently praise the team for their helpfulness and the beautiful, modern office environment. Reviewers highlight the quality of service and the supportive atmosphere, making it a trusted choice for financial management needs.
Does MD Financial Management Head Office offer retirement planning services for doctors?
Yes, they provide retirement planning as part of their Financial Advisory services, specifically designed to help Canadian physicians achieve their financial goals throughout their careers.
Can I get individual investment consultation at MD Financial Management in Ottawa?
Absolutely, they offer individual investment consultation as part of their Financial Advisory services, tailored specifically for the needs of doctors and their families.
How does MD Financial Management support financial education for clients?
They provide a range of Financial Education services, including workshops, seminars, online financial courses, and personal finance coaching to empower clients in managing their finances effectively.
What kind of investment management services does MD Financial Management provide?
They offer Discretionary Account Management, Custom Portfolio Creation, and Wealth Management Services, ensuring comprehensive investment management tailored for physicians.
What do clients say about the atmosphere at MD Financial Management Head Office?
Reviewers describe the office as beautiful and modern, although parking can be a challenge. Many appreciate the welcoming environment and the quality of service provided.
Where is MD Financial Management Head Office located?