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

Simone Reitzes

Samar Sidhu

Michael Rinaldi

Rob McGavin

Oxner Michael

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.

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MD Financial Management

Org chart

Teams

Financial Services

Investment Management

Administrative Support

Client Services

Operations and Compliance

Wealth Management

Offices

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MD Financial Management

Org chart

Teams

Financial Services

Investment Management

Administrative Support

Client Services

Operations and Compliance

Wealth Management

Offices

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