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.
Heather Holjevac, senior financial planner with TriDelta Financial Partners in Toronto, specializes in planning for “suddenly single” women who are divorced, separated or widowed. She discusses why she chose to focus her practice, and how she relies on referral relationships with centres of influence and networking groups to attract new prospects. She touches on how her business has evolved to include the family members of her clients. She spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
Bob Fleischacker, a partner with Stonehaven Financial Group Inc. in Unionville, Ont., discusses why his firm switched from the MFDA platform to IIROC. He describes the challenges his team faced and the benefits of making the move. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.