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

Pamela Allen

Michael Rinaldi

Samar Sidhu

Rob McGavin

Oxner Michael

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

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

The Leadership Team at MD Financial Management is responsible for setting the strategic direction and vision of the company, overseeing the delivery of financial products and services, and ensuring effective management of client relationships. This team collaborates across various domains, including private investment, sales delivery, total wealth planning, and business performance, to drive growth and enhance the overall client experience. By leveraging their diverse expertise, they aim to optimize the MD Family of Funds and investment counselling services.

Leadership Team

The Data and Analytics team at MD Financial Management leverages advanced data techniques to optimize financial products and services. They focus on developing and integrating data systems, enhancing business intelligence, and driving process improvements to support sales operations. By analyzing financial data, the team enables informed decision-making and enhances the overall client experience.

Data and Analytics

The Marketing and Communications team at MD Financial Management is responsible for promoting the company's financial products and services through strategic marketing campaigns and effective communication. This team creates engaging content, manages branding initiatives, and ensures consistent messaging across all platforms to enhance client engagement and drive business growth. They collaborate on various projects to maximize reach and impact within the financial services industry.

MD Financial Management

Org chart

Teams

Investment Management

Operations and Compliance

Leadership Team

Data and Analytics

Marketing and Communications

Offices

MD Financial Management

Org chart

Teams

Investment Management

Operations and Compliance

Leadership Team

Data and Analytics

Marketing and Communications

Offices

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