Last Updated: February, 2019
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Mutual Fund Information
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MD Management Limited
Registered education savings plans (RESPs) and tax-free savings accounts (TFSAs) are provided by MD Management Limited.
MD Private Trust Company
Estate and trust services are offered through MD Private Trust Company.
MD Private Trust Company - Regulatory Disclosures (Basel III) – Pillar 3 Public Disclosures Regulatory Disclosures Archive
In the province of Quebec, notarial wills do not require probate, whereas the majority of wills do require probate and are subject to a fixed application fee. All references to probate and probate tax on the MD Financial Management Inc. website should be read accordingly.
An “executor” is called a “liquidator” in the province of Quebec and an “estate trustee” in the province of Ontario.
In the province of Quebec, a “power of attorney” is called a “procuration” or a “mandate.”
In the province of Quebec, a “continuing power of attorney” is called a “protection mandate.”
MD Insurance Agency Ltd.
Insurance products are distributed by MD Insurance Agency Limited. All MD employees dealing with clients regarding insurance products hold life licences.
MD Stable Income Fund is not a mutual fund. It is a segregated group annuity policy, issued by MD Life Insurance Company. Important information about this product, including potential restrictions or adjustments to redemptions, can be found in the MD Stable Income Fund Group Annuity Policy Certificate, which can be obtained by contacting the MD Trade Centre at 1 800 267-2332 or online at md.ca. Please read it carefully before purchasing. All MD employees dealing with clients regarding insurance products hold life licences.
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Videos and Transcripts
These presentations are provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. Please consult your MD Advisor for additional information concerning your specific wealth management needs. – refers to transcripts from videos.
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