HOW TO INVEST WITH MD

MD Financial Management offers a comprehensive suite of financial services, with a full range of digital options. We can help you choose what’s right for you.

  • MD Direct Trade™
    If you want to do your own stock investing, without advice

    Our online trading platform provided by Canada’s top-ranked online broker, Qtrade.2

    • Find everything you need to buy and sell equities.
    • Access comprehensive market research, live market analysis, recommendations from third-party analysts, investment reviews and more.
    • Enjoy the lower trading costs that come with doing things yourself.
  • MD ExO® Direct
    If you want automated and low-cost digital advice with access to a team of Advisors

    Fill out a questionnaire about your goals and risk tolerance, and you’ll get a portfolio recommendation tailored to you.

    • Manage your portfolio when and where you want, and watch your investments grow.
    • Get access to investment portfolios that are regularly rebalanced and actively managed by leading money managers, at reduced fees.1
    • Receive advice and answers to your questions from the MD ExO advisory team via phone, email or live chat.Receive advice and answers to your questions from the MD ExO advisory team via phone, email or live chat.
  • MD Plus™
    If you want to work directly with an MD Advisor

    Personal financial planning with face-to-face advice for you and your family.

    • Enjoy more investment options and potential tax benefits.
    • Save money on fees through tiered pricing and/or by consolidating accounts in your household.
  • MD Private Investment Counsel
    If you want to work with a dedicated Portfolio Manager who makes all the decisions about your investments

    MDPIC offers discretionary investment management for those with more complex needs.

    • Benefit from a portfolio managed by an experienced MDPIC Portfolio Manager dedicated to your needs.
    • Enjoy spending less time managing your money and more time pursuing your personal and professional goals.
    • Access investment expertise from leading global asset managers, offering sophisticated investment strategies with some of the lowest fees in Canada.1

Talk to an MD Advisor and invest today.