Company Information

Get to know MD Wealth Advisors Inc.

With a history spanning over 50 years, MD Financial Management Inc. is a unique financial institution in Canada focused solely on the financial well-being of physicians and their families. The company's mission is to provide comprehensive financial planning, investment management, and wealth advice tailored to the specific needs of medical professionals, from their early career through to retirement. Originally established by the Canadian Medical Association (CMA), MD Financial Management was acquired by Scotiabank in 2018, allowing it to leverage the resources of a major bank while maintaining its specialized, physician-centric service model.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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MD Wealth Advisors Inc.

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.