About MD Financial Management
MD Financial Management is a Financial Services company based in Ottawa (Canada) founded in 1957, and was acquired by Scotiabank in May 2018. Wealth management services are provided to physicians. Its website mdm.ca draws about 187 thousand monthly visits. Its focus areas include Asset Management and Wealth Management. Its competitors include Wellington-Altus, Harbourfront Wealth Management and Lexaria Bioscience; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Ottawa, Canada
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website mdm.ca/md-financial-management
- Social LinkedIn Facebook
- Acquired by Scotiabank (May 2018)
- Investors
- Acquired byScotiabank
(May 2018)
Apps and channels of MD Financial Management
MD Financial Management publishes 1 mobile app with over 5K+ downloads.
Investors in MD Financial Management
MD Financial Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Scotiabank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are provided internationally by Scotiabank. | 1832 | scotiabank.com | Toronto, Canada |
Investor details for MD Financial Management
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People of MD Financial Management
7 people are tracked at MD Financial Management (4 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Pamela Allen | CEO | Leadership |
Michael Rinaldi | VP Strategy & Execution | Leadership |
Oxner Michael | Vice President | Leadership |
Rob McGavin | Managing Director, Total Wealth Planning & Insurance | Leadership |
Milaine Theriault | Senior Financial Planner, MD Signature | Team |
Steven Parker | Senior Financial Planner | Team |
Michelle Day | Senior Financial Planner, MD Signature | Team |
Complete people profiles for MD Financial Management
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Timeline of MD Financial Management
2 dated milestones of MD Financial Management across 61 years, from founding to its latest funding, stage changes and deals.
- Founded MD Financial Management is founded.
- Exit Acquired by Scotiabank.
Competitors of MD Financial Management
MD Financial Management has 3 listed competitors in our database, 2 of them funded. They include Wellington-Altus, Harbourfront Wealth Management and Lexaria Bioscience.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| wellington-altus.ca | 2017 | Vancouver, Canada | $98.13M | Wealth management services are provided by Wellington-Altus. | ||
| harbourfrontwealth.com | 2013 | Vancouver, Canada | $310.92M | Wealth management services are provided to clients in Canada. | ||
| lexariabioscience.com | 2004 | Kelowna, Canada | Patented drug delivery technology is developed for bioactive molecules. |
Detailed competitors of MD Financial Management
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Web traffic of MD Financial Management
The website of MD Financial Management (mdm.ca) receives about 187.2K visits a month.
- Monthly visits187.2K
▲ 29.4% vs previous month
Websites whose visitors overlap most with MD Financial Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| desjardins.com | 100% | 18.6M | #1,722 | View details | |
| libro.ca | 92% | 366.8K | #108,936 | View details | |
| qtrade.ca | 91% | #57,327 | View details | ||
sunlife.ca | sunlife.ca | 88% | #23,340 | – | |
| taxtips.ca | 86% | #288,635 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for MD Financial Management
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Related news about 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 Harbourfront Wealth Management.
MD Financial Management has 1 investor. Key investors include Scotiabank.
Yes. MD Financial Management was acquired by Scotiabank in May 2018.
Yes. MD Financial Management publishes My MD Mobile, with over 5,000 downloads.
The website of MD Financial Management receives about 187 thousand visits a month.