MD Physician Services Inc. (MD) is Canada’s only wealth management firm dedicated exclusively to Canada’s physicians and their family members. For the past 45 years, MD has been providing best-in-class, tailored financial products and services designed to meet the unique personal and professional financial needs of physicians at all stages of their career, from their early days as a medical student to their days as practising and then retired physicians.
Owned by the Canadian Medical Association, MD has more than 1,300 employees—including 250 wealth management advisors and specialists—serving over 100,000 physicians and their families from 49 offices across Canada. Ten of these offices are in British Columbia.
Using a team-based approach, MD offers a full range of professional expertise to create tailored financial plans for its clients.
Amandeep Mangat and Mark McGrath, based in Surrey, are Senior Financial Consultants with MD Management, a member of the Investment Industry Regulatory Organization of Canada. As salaried advisors, their primary goal is to offer objective financial planning services customized for each client. Amandeep has more than 10 years of financial industry experience with a background in banking, wealth management and financial planning, while Mark has six years of financial industry experience in the banking, financial planning and insurance investment product areas.
Amandeep and Mark work with other MD advisors and specialists to develop integrated financial plans covering a full range of services including financial planning, investments, insurance, estate and trust, incorporation and banking and borrowing¹. It’s a collaboration known as MD ExO™ — MD’s Expert Office.
Other key members of MD’s local team of specialists include Robert Weseen (MD’s Estate and Trust Advisor, who brings more than 25 years’ experience to the team), Devinder Khangura (an MD Management Financial Consultant, with a specific focus on medical students and residents in the Lower Mainland), Ray Pang (an MD Private Invest-ment Counsel (MDPIC) Portfolio Manager, who has been with MD for more than 14 years), and Gurpreet Sohi (also an MDPIC Portfolio Manager, with over 10 years’ experience with MD).
With more than $37 billion in assets under administration and as the largest non-bank-owned private investment counsel firm in Canada², MD is a leader in the financial services industry. And as a wholly-owned subsidiary of the Canadian Medical Association, MD’s priority is doing what is best for the client. With no obligation to shareholders or in-house fund managers, MD focuses on choosing world class fund managers from around the world to manage its client portfolios.
Whether you are an early-career physician, wondering whether you should incorporate or are about to retire, Amandeep, Mark and the entire MD team can advise you on these topics and more, and help to secure your financial future.
209 – 5455 152nd St., Surrey, BC V3S 5A5
Tel: 604-595-2638
Amandeep Mangat
Amandeep.Mangat@cma.ca
Mark McGrath
Mark.Mcgrath@cma.ca
* ¹Banking products and services are offered by National Bank of Canada through a relationship with MD Management Limited. Credit and lending products are subject to credit approval by National Bank of Canada.
²Based on the largest relative growth of assets under management. Investor Economics, The Fee-based Report Summer 2014 Semi-annual Report.
MD Physician Services provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of companies. For a detailed list of these companies, visit md.cma.ca. 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 is 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. Insurance products are distributed by licensed representatives of MD Insurance Agency Limited, a CMA company. Estate and trust services are offered through MD Private Trust Company, a CMA company.
