MD Financial Management

Transforming leadership through tailored coaching.
Transforming MD Financial Management’s leadership and strategy through tailored coaching and organizational change support.

Client Background

Founded in 1969 as MD Management, MD Financial Management helps physicians and their families achieve financial well-being. With over 1,500 employees and 49 branch offices, MD was acquired by Scotiabank in 2018 but continues to operate as a distinct brand within Scotia Wealth Management.
Industry: Financial Services
Solutions: Leadership Coaching, Organizational Change Management, Team Development, Pre-Hire Assessments, and CEO Evaluation

The Challenge

When the new CEO started, the organization needed to strengthen its executive leadership team, align around a new vision, and navigate regulatory-driven technology and infrastructure transformations.
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Leadership Alignment

The executive leadership team needed coaching and development sessions to create alignment around a new vision and strategy for MD Financial Management.

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Navigating Organizational Transformation

The financial industry regulations triggered a technology and infrastructure transformation, and MD needed support to ensure smooth and effective change management.

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Talent Acquisition and Development

MD required pre-hire assessments for executive roles, onboarding coaching for new hires, and leadership development to build high-potential leaders within the organization.

Our Approach

TBG supported the CEO by providing executive coaching, developing the ELT, and facilitating alignment around MD’s new strategic vision. We guided MD through organizational and human capital transformation, conducted pre-hire assessments, and introduced a CEO evaluation process. Training sessions were held to help leaders communicate changes effectively and consistently across the organization.

Coaching Outcomes

MD Financial Management successfully navigated leadership, regulatory, and organizational changes, resulting in a more aligned and effective leadership team.
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Stronger Leadership Team

MD’s ELT aligned around a new vision and strategy, supported by TBG’s leadership coaching, helping the company navigate through periods of significant change.

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Successful Organizational Transformation

MD managed to successfully navigate the regulatory-driven technology and infrastructure transformation, resulting in stronger operational efficiency and compliance.

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Continued Leadership Development

TBG’s ongoing relationship with MD helped develop future leaders within the organization, ensuring sustainable growth and alignment with the company's mission.

MD Financial Management

From day one of working with Leigh, his astute questions made a tremendous difference to my work as CEO. Leigh has also come to know and work with my direct reports, and he really understands MD’s culture. Those insights, coupled with his ability to get to the heart of an issue, broaden perspectives, and help people maximize their potential, have been invaluable to me and MD.

Brian Peters
President and CEO, MD Financial Management