Transcript

[00:00 – 00:03] Medicus Pension Plan

[00:03-00:07] [MD Logo] & [Scotiabank Logo] have established a unique pension plan for Canada's incorporated physicians.

[00:08 – 00:22] Participating physicians gain access to …

Predictable lifetime retirement income
Specialized institutional investment management
Risk sharing by pooling of member assets

[00:23 – 00:30] Physicians’ families are also protected, with:

Pre-retirement estate benefits
Payment guarantee periods
Continuation of lifetime pensions to the spouse

[00:31 – 00:38] We have partnered with [TELUS Health Logo] Canada’s largest administrator of employee pensions and benefits.

[00:39 – 00:47] [Medicus Logo] Predictable lifetime retirement income for Canada’s incorporated physicians.

[00:48 – 00:52] Join us medicuspensionplan.com

[00:53 – 1:00] If there are any discrepancies between this video and the documents comprising the Medicus Pension Plan (the “Plan”), consisting of: the Plan text, the Funding Policy, the Sponsor Agreement and the Trust Agreement (the “Plan Documents”), the terms of the Plan Documents will prevail in all cases. You may review the Plan Documents, and other prescribed documents associated with the Plan, on request, from the Medicus Pension Plan Administration Contact Centre at TELUS Health. This video was published in January 2023, updated in August 2023, and reflects the Plan provisions in effect as of May 1, 2023.

The information contained in this video 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.

Medicus Pension Plan^TM is a trademark of The Bank of Nova Scotia (Scotiabank), used under license. The Scotiabank and MD logos are trademarks of Scotiabank, used under license. Scotiabank is the sponsor of the Medicus Pension Plan, which is a registered pension plan and is registered under the Pension Benefits Act (Ontario) and the Income Tax Act (Canada). To determine if the Medicus Pension Plan is appropriate for your retirement planning needs and retirement income objectives, please consult with a financial advisor.

Scotiabank provides banking and credit products and services. Visit scotiabank.com.

MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies and Scotia Wealth Insurance Services Inc. For a detailed list of the MD Group of Companies visit md.ca and visit scotiawealthmanagement.com for more information on Scotia Wealth Insurance Services Inc.

All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, photographing, recording or any other information storage and retrieval system, without the express written consent of MD Financial Management Inc.