MD Financial Management

Ottawa, Canada Founded: 1957 • Age: 69 yrs Acquired By Scotiabank
Wealth management services are provided to physicians.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 10 Brand Intelligence

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
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • 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

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Detailed funding history for MD Financial Management

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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.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services are provided internationally by Scotiabank.
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Investor details for MD Financial Management

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Investments & Acquisitions by MD Financial Management

Investments
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Investment portfolio details for MD Financial Management

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Financial Statements - MD Financial Management

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Detailed financials for MD Financial Management

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Md Financial Management Comparisons

MD Financial Management Primary company
Description
Wealth management services are provided to physicians.
Location
Ottawa, Canada
Founded Year
1957
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for MD Financial Management

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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.

Company Name Domain Founded year HQ Location Description
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Wealth management services are provided by Wellington-Altus.
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Wealth management services are provided to clients in Canada.
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Patented drug delivery technology is developed for bioactive molecules.
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Offers wealth management services and invests in growth-equity companies through funds.
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Wealth and investment management services are provided to clients.
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Investment bank and wealth management firm
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Detailed competitors of MD Financial Management

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Latest news on Md Financial Management

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Complete news archive for MD Financial Management

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Frequently Asked Questions about MD Financial Management

MD Financial Management was founded in 1957.

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

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.

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

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

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