Financial Resources

Financial Resources

Through CITAC’s partnership with MD Financial Management (MD) and Scotiabank Healthcare+, you have access to comprehensive financial planning,financial advice and banking solutions specific to the needs of physicians, medical learners, and MD/MSc, MD/PhD or Clinical Investigator Program trainees across Canada. 

MD’s 50+ years of experience and deep understanding of physicians and their families, combined with Scotiabank’s expertise in banking, enable us to provide a full suite of physician-focused financial and investment services: wealth management, private banking, borrowing, the Scotiabank Healthcare+ Physician Banking Program and more. 

Access to comprehensive financial resources





CITAC-new in practice


Do you have questions about how to manage the effects of the COVID-19 pandemic on your finances?

Contact an MD Financial Management, Scotiabank today, or click the links below:

Additional Information

*MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager. 

All banking and credit products and services are offered by The Bank of Nova Scotia (“Scotiabank”) unless otherwise noted. Credit and lending products are subject to credit approval by Scotiabank. Terms and conditions apply to all reward programs and benefits and should be reviewed carefully before applying. All offers, rates, fees, features, reward programs and benefits and related terms and conditions are subject to change. Visit to learn more.  

® Registered trademarks of The Bank of Nova Scotia. 

Insurance products are distributed by MD Insurance Agency Limited. All MD employees dealing with clients regarding insurance products hold life licences. Estate and trust services are offered through MD Private Trust Company. 

MD Management Limited was the first of the MD Group of Companies to be founded in 1969. MD Financial Management Inc. wholly owns MD Management Limited. MD Financial Management 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 

The information contained in this document is not intended to offer foreign or domestic taxation, legal, accounting or similar professional advice, nor is it intended to replace the advice of independent tax, accounting or legal professionals. Incorporation guidance is limited to asset allocation and integrating corporate entities into financial plans and wealth strategies. Any tax-related information is applicable to Canadian residents only and is in accordance with current Canadian tax law including judicial and administrative interpretation. The information and strategies presented here may not be suitable for U.S. persons (citizens, residents or green card holders) or non-residents of Canada, or for situations involving such individuals. Employees of the MD Group of Companies are not authorized to make any determination of a client’s U.S. status or tax filing obligations, whether foreign or domestic. The MD ExO® service provides financial products and guidance to clients, delivered through the MD Group of Companies (MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited). For a detailed list of these companies, visit  

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