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111 Peter Street, Suite 700 Toronto, ON. M5V 2H1 416.560.7348
Western Office:
3169 Hilltown Drive, Kelowna, BC V1V 0C6 416.565.7666
The Ontario Medical Association (OMA) is a membership organization that represents the political, clinical and economic interests of Ontario physicians. Practicing physicians, residents, and medical students enrolled in any of the six Ontario faculties of medicine are eligible for OMA membership. The OMA runs programs to encourage healthy living practices and illness prevention.


The OMA discovered that 75% of physicians don’t feel adequately prepared for retirement while 80% of them wanted some kind of pension-like plan. With this insight, OMA asked Yield to articulate a value proposition, define the brand platform and recommend a roll out program for retirement product that would be called the Advantages Retirement Plan. The plan was essentially a lower cost, tax-efficient group retirement program with institutional-style investing and physician oversight that members could manage through an intelligent online platform that automatically self-adjusted depending on their life stage.
There were three key challenges the project faced: getting busy doctors to pay attention to the new offering; differentiating Advantages Retirement Plan from their existing retirement investment programs and lastly, getting doctors to trust their money with OMA given the sale of MD Financial by the CMA and negative outcomes from government compensation negotiations.
Doctors feel they have worked hard and deserve to retire the way they want to with a program that is easy to manage and flexible enough to adapt to their life/career stage.


As the program is in mid launch, we do not yet have concrete results on sign-ups. However, visits to the landing page and the marketing website are tracking well ahead of expectations.