MD Financial Management

Ottawa, Canada Founded: 1957 • Age: 69 yrs Acquired By Scotiabank
Wealth management services are provided to physicians.
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About MD Financial Management

MD Financial Management is a company based in Ottawa (Canada) founded in 1957 was acquired by Scotiabank in May 2018.. MD Financial Management operates in a competitive market with competitors including Wellington-Altus, Harbourfront Wealth Management, Lexaria Bioscience, Nicola Wealth and IGM Financial, among others.

  • Headquarter Ottawa, Canada
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Scotiabank

    (May 31, 2018)

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People of MD Financial Management
Headcount 1000-5000
Employee Profiles 7
Employee Profiles
People
Milaine Theriault
Senior Financial Planner, MD Signature
People
Pamela Allen
CEO
People
Steven Parker
Senior Financial Planner
People
Rob McGavin
Managing Director, Total Wealth Planning & Insurance

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Funding Insights of MD Financial Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in MD Financial Management

MD Financial Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Scotiabank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services are provided internationally by Scotiabank.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by MD Financial Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - MD Financial Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Md Financial Management Comparisons

Employees
+
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Competitors of MD Financial Management

MD Financial Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Wellington-Altus, Harbourfront Wealth Management, Lexaria Bioscience, Nicola Wealth and IGM Financial, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Wealth management services are provided by Wellington-Altus.
domain founded_year HQ Location
Wealth management services are provided to clients in Canada.
domain founded_year HQ Location
Patented drug delivery technology is developed for bioactive molecules.
domain founded_year HQ Location
Offers wealth management services and invests in growth-equity companies through funds.
domain founded_year HQ Location
Wealth and investment management services are provided to clients.
domain founded_year HQ Location
Investment bank and wealth management firm
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

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Frequently Asked Questions about MD Financial Management

When was MD Financial Management founded?

MD Financial Management was founded in 1957.

Where is MD Financial Management located?

MD Financial Management is headquartered in Ottawa, Canada. It is registered at Ottawa, Ontario, Canada.

What does MD Financial Management do?

MD Financial Management was established in 1957 in Ottawa, Canada. Operations are centered on the wealth management sector, with services tailored for physicians. Financial planning, investment advisory, and portfolio management are offered to support professional clients in the medical field. The firm maintains its headquarters in Ottawa and serves clients across Canada through its domain mdm.ca. Focus remains on long-term financial strategies without broader retail banking involvement.

Who are the top competitors of MD Financial Management?

MD Financial Management's top competitors include Lexaria Bioscience, Wellington-Altus and IGM Financial.

Who are MD Financial Management's investors?

MD Financial Management has 1 investor. Key investors include Scotiabank.

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