In this episode of the addy podcast, we sit down with Mark McGrath, an Associate Portfolio Manager at PWL Capital, to explore wealth management for physicians, smart investing strategies, and financial planning insights. Mark shares his journey from aspiring dentist to financial expert, the unique financial challenges doctors face, and how to build a secure, diversified investment portfolio. We also dive into Mark’s latest book, Wealthier: The Investing Field Guide for Canadian Millennials, and how it empowers individuals to take control of their finances. Plus, we discuss the role of financial advisors, common investing mistakes, and how physicians can optimize their financial future. 🚀 Key Takeaways: - How doctors can optimize their income & investments - The role of real estate in physician wealth-building - Navigating financial risks, tax strategies & portfolio diversification - The impact of 2025’s economic trends on personal finance

Connect with Mark McGrath X - @MarkMcGrathCFP LinkedIn - https://www.linkedin.com/in/markmcgrathcfp/ Website - PWL Capital (https://pwlcapital.com/)

Note: Cameron Passmore was referenced as the President but he is the CEO of PWL Capital
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