Worth Knowing
Recently, the Financial Post described Stratos as "the best kept secret".
Get to Know Stratos Wealth Management
Stratos Wealth Management offers comprehensive financial planning and personal investment services to health-care professionals,. Our high-quality investment products and outstanding client service distinguish us from our competitors.
Stratos Wealth Management is a division of MD Management Limited, one of Canada’s largest and most respected independent financial services companies. A wholly owned subsidiary of the Canadian Medical Association, MD Management has been offering exclusive investment management services to physicians since 1969.
With $25 billion in assets under management, and offices in 47 locations across the country, MD Management has more experience than any other company in the investment business when it comes to delivering financial services to health-care professionals in Canada. In fact, it is the choice of more than 40,000 physicians.
Stratos is building on MD Management’s depth and wealth of experience. The only significant difference is that we’re expanding our client base to include a range of health-care professionals. Stratos clients can now take full advantage of the same high-calibre financial planning and investment management services that were once reserved for physicians.
What Sets Us Apart
Our experience.
Every Stratos financial consultant has over 10 years of experience.
Our commitment to client service.
Our financial consultants are salaried, and earn no commissions based on the choices you make with respect to products and services. Their sole objective is your satisfaction with the recommendation and advice they provide you. Consequently, their advice is entirely unbiased.
Our highly accredited consultants.
All of our financial consultants are Certified Financial Planners (CFPs) and, in Quebec, certified by the Institut québécois de planification financière (IQPF). As an organization, we are members of the Canadian Investors Protection Fund (CIPF) and the Investment Dealers Association of Canada (IDA).
We think these features create what our clients say they value most in a financial services company: credibility, trustworthiness, and a culture of excellence.