Md Private Investment Management (Us) Inc. (Ottawa)

Md Private Investment Management (Us) Inc. is a large advisory firm based in Ottawa. It manages $43 million of regulatory assets for 419 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Md Private Investment Management (Us) provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Md Private Investment Management (Us): assets under management

The assets under management (AUM) of Md Private Investment Management (Us) Inc. is $43 million. The firm's AUM has grown by 143% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.7 million in discretionary accounts and $30.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $362.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $78.91 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Md Private Investment Management (Us) Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Md Private Investment Management (Us) Inc.

Sanders Haldane Wilson has been acting as President since 1 Jul 2002. Joseph Albini Guy Belanger joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Albini Guy Belanger	Director	1 Jan 2002	Other	4602064
Cma Holdings Incorporated	Shareholder	1 Mar 2002	75% - 100%	foreign entity
Wilson Haldane Sanders	Incorporating director	1 Mar 2002	Other	4545674
Sanders Haldane Wilson	Director	1 Jul 2002	Other	4545674
Robert Steven Tanner	Cfo	1 Jul 2002	Other	4602054
Ronald Park Bannerman	Secretary	1 Jul 2002	Other	4602060
Joseph Albini Guy Belanger	Director	1 Jul 2002	Other	4602064
Frank Robert Peterson Hewett	President, ceo, and director	1 Jul 2002	Other	4602043
William Lyall Cubitt Cooke	Director	1 Jul 2002	Other	4602125
Christine Allison	Asst. vice president	1 Jan 2004	Other	4935252
Edna Angelina Chu	Cco and avp	1 Dec 2004	Other	4935256
Christine Allison	Cfo	1 Jan 2005	Other	4935252
Joseph Albini Guy Belanger	President and ceo	1 Jan 2006	Other	4602064
Margaret Susan Murphy	Secretary	1 Jun 2006	Other	5238039
Daniel Alphonse Theriault	Director	1 Jun 2006	Other	4601430
Joseph Albini Guy Belanger	Chair and director	1 Sep 2006	Other	4602064
Robert Steven Tanner	Chief compliance officer	1 Sep 2006	Other	4602054
Gordon Graves	President and ceo	1 Sep 2006	Other	5238040
Robert J Kirwin	Asst. vice president, chief compliance officer, chief privacy officer	1 Dec 2006	Other	4148579
Daniel Alphonse Theriault	President	1 Dec 2008	Other	4601430
Joseph Albini Guy Belanger	President	1 Sep 2009	Other	4602064

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Canadian Medical Association	Shareholder	1 Jun 1986	75% - 100%	foreign entity
Canadian Medical Association	Shareholder	1 Aug 2009	75% - 100%	foreign entity
Cma Holdings (2009) Inc.	Shareholder	1 Aug 2009	75% - 100%	foreign entity

Based in Ottawa

The principal office where Md Private Investment Management (Us) Inc. performs its advisory services is located at 1870 Alta Vista Drive, Ottawa, K1 G 6 R7, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 613-731-4552 or by fax 613-236-5769. The normal business hours are 8:00am - 5:00pm on Monday - Friday.