MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services.

Finance

MD Financial Management

MD Financial Management's headquarters in Ottawa, Canada

Simone Reitzes

Rob McGavin

Samar Sidhu

Oxner Michael

Michael Rinaldi

Sonya Schaefer

Joanna Mazin

Shannon Greeley

Hevanne Abley

Michelle Day

Cheryl Strong

Joanne Pareigis

Milaine Theriault

Kerry Rollins

Andrea Bobadilla

Candyce Sun

Katie Morrissey

Nicole Casavant

Ana Vukovic

Seluman Baig CIM

Nicole Moyana

Andrea Holroyd

Andie Besgrove

Danielle Amiel

Glenn Bowman

Stephen Hunt

Tina Kuruliak

Ariane Denis

Simon Lau

carl legault

Brigitte Seguin

Daniel Louer

Jason Brown

Ty Saunders

Paolo Larenza

Jesse Kendell

Austin Metheral

Maryse Lanteigne

Gerry McPeake

Karin Colbert

David Zizek

Ian A. Reay

Shannon Bernstein

Kristine Pejovic

Marc Ranger

Michelle MacEwan

Marija Vuckovic

Nathalie Godbout

David Irwin

Mike Tata

Casey Cleland

Jackie Carriere

Paul P.

Alan Chow

Phillip Ertsenian

Marc Lepage

Joel Nesbitt

Flora Ip

Paul De Graaf

John Lin

Julie Gauthier

Julie Bergeron

Carly Trobridge

Malali Bolton

This department provides financial consulting, management, and planning services to clients.

Financial Services

The Investment Management team at MD Financial Management is responsible for developing and executing investment strategies to enhance the performance of the MD Family of Funds. This team of seasoned professionals, including portfolio managers and financial planners, conducts rigorous market analysis and asset allocation to ensure client portfolios align with their financial goals, while providing expert guidance and personalized service. Their collaborative approach aims to optimize wealth management solutions for clients, leveraging their diverse expertise in quantitative analysis and multi-asset management.

Investment Management

This department provides administrative assistance and support for various functions across the organization.

Administrative Support

This department focuses on managing client relationships and providing support to ensure client satisfaction.

Client Services

The Operations and Compliance team at MD Financial Management ensures the smooth functioning of business processes and adherence to regulatory standards. This team is responsible for managing financial products, overseeing vendor contracts, conducting compliance audits, and implementing strategic initiatives to mitigate risks, all while promoting quality and efficiency across the organization. Additionally, they play a pivotal role in governance and regulatory affairs, safeguarding the integrity of the company’s financial services and operations.

Operations and Compliance

This department focuses on providing financial planning and investment advisory services to clients.

Wealth Management

MD Financial Management

Org chart

Teams

Financial Services

Investment Management

Administrative Support

Client Services

Operations and Compliance

Wealth Management

Offices

MD Financial Management

Org chart

Teams

Financial Services

Investment Management

Administrative Support

Client Services

Operations and Compliance

Wealth Management

Offices

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