Team focuses on financial planning for physicians

Elizabeth Harding and Diana Orlic, investment specialists with Macquarie Private Wealth in Burlington, Ont., are part of a three-member team that specializes in planning for medical professionals. They discuss how their team’s focus came about, the impact of incorporation on a physician’s financial affairs, and the team’s referral relationships with accountants. They spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.