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Support for your virtual meetings

Have an upcoming meeting with your MD Advisor*?

While we have shifted all client meetings to virtual formats, MD Financial Management (MD) is well equipped to continue to operate effectively. For virtual meetings, we use Cisco Webex, a virtual conferencing software that allows its users to collaborate in an online environment.

Once a meeting is scheduled, your MD Advisor will email a meeting invitation to you that will include details on how to join the meeting. You can join from your computer, mobile device or phone or from a video system.

Frequently asked questions


We’ve made the decision to continue to serve clients virtually for the foreseeable future, most likely into the new year. We made this decision because physicians, due to the nature of their work, and their family members will remain vulnerable to the COVID-19 virus for longer than many other members of the general public. Most of our employees will also continue to work from home.
MD embraced virtual working a number of years ago, which is why we already had the required secure technology infrastructure and employee culture in place — and have been able to continue providing our clients with the same high-quality service we provided before the pandemic.
Currently, MD uses Cisco Webex for virtual meetings. Webex is video conferencing and online meeting software that allows you to securely connect with your MD team with features such as audio, video and screen sharing.
We’ve put together some tips for using Webex and other information and links that can help make your virtual meeting experience the best it can be. Before your scheduled meeting, we encourage you to:

Join a test meeting to check your system compatibility and address any connectivity issues.
• Reduce background applications and simultaneous streaming activities by closing other applications and browser windows before the meeting to improve audio and video quality.

More tips and information about virtual meetings can be found here.

Virtual meetings offer the convenience and flexibility of securely connecting with your MD team from the comfort of your home or workplace in a way that saves you time and safeguards your privacy.

MD uses Cisco Webex for virtual meetings because it delivers a secure platform and takes proactive measures to ensure the highest level of security. Webex has built a strong security solution that keeps your content safe from everyone. It’s based on a “secure by design” product development methodology and use of various security frameworks.
More information about Webex security measures can be found here.
MD embraced virtual working a number of years ago, which is why we already had the required secure technology infrastructure and employee culture in place — and have been able to continue providing our clients with the same high-quality service we provided before the pandemic.