Make tax-free savings part of your
total wealth management strategy.
All in one Expert Office.
Financial Planning
and Advice
Medical Practice
Incorporation
Investments
You
and Your
MD Advisor
Banking
and Lending
Insurance
Estate and Trust
MD ExO is a collaboration among financial advisors and specialists who engineer total
wealth management solutions—like intelligent tax-free savings strategies—exclusively
for physicians like you.
Let’s talk about your tax-free savings.
Call 1 800 267-2332 or learn more at md.cma.ca/ TFSA
The MD ExO service provides financial products and guidance to eligible clients, delivered through the MD Group of Companies (MD Physician
Services Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited). MD
Physician Services is owned by the Canadian Medical Association. Incorporation guidance limited to asset allocation and integrating corporate
entities into financial plans and wealth strategies. Professional legal, tax and accounting advice regarding incorporation should be obtained
in respect to an individual’s specific circumstances. Banking products are offered by National Bank of Canada’s Partnership Branch through a
relationship with MD Management Limited.
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