Dr. Sandra Chiu at Lake Views Eye Care – independent optometry clinic in Port Elgin

After graduating as New England College of Optometry’s valedictorian in 2014, Dr. Sandra Chiu moved back to her hometown of Toronto. She assumed her path would look more or less like everyone else’s: a mix of corporate shifts, a crowded schedule, and enough stability to make a dent in the student loans that had shaped so many of her decisions. Ownership wasn’t on the horizon; it wasn’t even on the table.

It meant working across multiple corporate side-by-side practices (two locations downtown and another in Mississauga) before eventually settling into a long-established uptown clinic with multiple lanes and a steady patient flow. The hours grew from two days a week to four and a half, giving her the full schedule she’d been chasing. She found a rhythm—a workflow that was steady and predictable.

But predictability has an odd way of revealing what’s missing…

In Sandra’s case, it took years of reliable days—patients, lunch breaks, commutes, repeat—before she noticed that reliability had flattened into something else. “It was like I was having the same day over and over again,” she says. “I felt underestimulated.”

It wasn’t a single moment that pushed her away; it was the steady build-up of minor pressures and disconnection that changed the job into something she no longer recognized. That realization lingered long enough to prompt a harder question she’d been avoiding: was this the work she wanted to do, or just the work she happened to be doing?

A Pandemic Reframe, and the Way Forward

During the first months of the pandemic, when nearly everything shut down, Sandra experienced the same disorientation everyone did. But beneath the uncertainty surfaced an unexpected clarity about what her life actually required. “If I’m just going to go to work and go home and go to work and go home… I could do that from anywhere,” she says. “It doesn’t have to be Toronto, and it doesn’t have to be in this practice context.”

Suddenly, options she had once dismissed as impractical now looked, at minimum, worth reconsidering. Every option was suddenly on the table.

She looked at career paths outside optometry, exploring science roles, pharmaceutical roles, even the possibility of stepping away from clinical work altogether. Still, a quieter instinct kept drawing her back. She wanted to build something of her own.

As the primary breadwinner in her household, she couldn’t afford the slow-build trajectory of a cold start. A new clinic might take months or years to generate stable patient flow—time she simply didn’t have. She needed it to be profitable right away.

So she shifted her focus to something far more practical, a route many new grads never think to consider. Instead of building a clinic from zero, she searched for a business that already had momentum.

The search eventually led her to a long-established optical run by a husband-and-wife team in Port Elgin, Ontario—a small but growing community that, until now, she never would have pictured as home. But the numbers made sense and the patient base was solid. If she stepped in, she could pay herself from day one and build upward from there.

She purchased the establishment and gave it a new name: Lake Views Eye Care.

Where Textbooks End and Real Practice Begins

The experience presented her with a different kind of learning curve; one no amount of textbook training prepares new grads for. She shares, “Initially, I had zero knowledge of the dispensing side of things. I thought I knew, but I didn’t. I didn’t about the different lenses out there, what different designs mean, the different suppliers… like truly, truly zero.”

All of it belonged to a part of the profession she had never been asked to engage with in corporate settings. Thankfully, she wasn’t navigating it alone. As part of her purchase agreement, the previous owners stayed on for two months, giving her hands-on transition support and grounding her in the realities of optical operations before stepping back.

In addition, she bridged the experience gap by leaning on lens reps and consultants along with OSI’s one-on-one support and toolbox of resources. “All you have to do is ask questions,” she says. “You’re not alone.”

Reading the Momentum of a Growing Town

As her confidence grew, so did her sense of what was possible in a town whose population was expanding faster than its optometric services. Many new grads imagine rural work as a temporary compromise or a professional slowdown. Sandra saw the opposite.

Rural communities often offer the quickest path to autonomy (clinical, financial, and personal) because they hold unmet demand. In her case, unmet demand meant an opportunity to grow ahead of corporate chains that would eventually arrive.

Rather than waiting for a large retailer to establish a foothold, she moved first—putting everything in place to meet the needs of the community.

She found a new space, rebuilt it, and is now preparing to open a second location with two exam rooms.

Finding Clarity in the Numbers

Indeed, this kind of planning requires a strong grasp of one’s finances, something many young ODs feel unprepared to confront. Sandra doesn’t romanticize that reality, but she does refuse to let it dictate the limits of a career.

“Stop worrying about the big number,” she tells students who think that debt disqualifies them from making bold decisions. She encourages them to talk to a financial planner, calculate the monthly payment, and treat it like any other fixed expense, “like a car payment or phone bill.” Once the number is concrete rather than abstract, the overwhelm loosens.

That monthly number brings clarity, and with clarity comes room to think. Sandra encourages us to ask questions: “Are you practising optometry the way you want? How many weekends or evenings are you working? Will your employer mentor you? Will they market you? Do they want you to take over one day?”

Financial clarity gives structure to the earliest steps of a career, replacing desperation with discernment and helping new grads move toward roles that genuinely fit.

Paying it Forward

Now expanding, Sandra is preparing to open a second location with two exam rooms. The pace of growth has prompted her to think about the support that shaped her own transition. Wanting to give back, she now serves on the NECO alumni board and mentors students, inviting new grads to reach out when they feel stuck on next steps, curious about ownership, or unsure where independence fits into their plans.

For students and new grads, the through-line is simple: a willingness to ask questions and a habit of testing assumptions can turn a career from something that happens to you into something you shape purposefully. “Keep an open mind,” she reminds us. “Especially about rural optometry.”

OSI’s Role in Making Independence Possible

Much of Sandra’s transition was supported by OSI—its training resources, vendor relationships, consulting support, and the collective buying power that gives new owners room to breathe. OSI’s model reflects the same message Sandra shares with students: independence isn’t about doing everything alone; it’s about having a community that strengthens your decisions.

If you’re curious about private practice, buying a clinic, exploring rural opportunities, or simply figuring out your next steps, OSI Group can help you map the path. Your future and your freedom can all start with one conversation.

Start the conversation with us at info@opto.com — we’d be happy to connect.


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Win-Win Strengthen Professional Relationships with Emotional Intelligence by Jade Bodzasy

Successful collaborations—whether within teams or with external partners—thrive on mutual benefit. A win-win mindset ensures that all parties feel valued, heard, and supported, leading to stronger, more productive relationships. However, achieving this balance requires more than good intentions; it demands emotional intelligence (EQ).

EQ enhances self-awareness, empathy, and adaptability, helping professionals build exceptionally strong collaborations that foster trust, innovation, and long-term success.

The Power of a Win-Win Mindset

Why is this so important?

Imagine this, you are playing a cooperative game with your friends, you don’t want to be the person at the table shouting “I win” when in fact we either win as a group or lose as a group. You certainly won’t be invited back to play next time if you keep that up!

A win-win mindset means approaching partnerships with the belief that both sides can achieve their goals without one party feeling shortchanged. This approach creates goodwill, strengthens trust, and ensures long-term sustainability.

Emotional intelligence plays a key role in this by helping professionals recognize their own needs and perspectives while understanding those of others. Instead of viewing collaboration as a competition, EQ allows individuals to align their goals, negotiate effectively, and create solutions that benefit everyone.

Strengthening Trust Through EQ

Trust is the foundation of all strong collaborations. Without it, communication breaks down, and partnerships struggle to thrive. Emotional intelligence builds trust by creating transparency, consistency, and active listening.

Could you imagine someone asking to collaborate with you when they have barely taken the time to get to know you, when they have repeatedly held vital information from you in the past? Or when they never follow through with what they say they will do? Doesn’t make you feel very motivated to work with them, does it?

When trust is present, people feel safe sharing ideas, providing honest feedback, and working through challenges as partners rather than opponents.

Effective Communication for Mutual Success

Clear, respectful communication is a cornerstone of collaboration. Miscommunication can lead to misunderstandings, frustration, and lost opportunities.

Emotionally intelligent professionals adapt their communication style based on their audience and are mindful of their tone, body language, and word choice.

By prioritizing empathy and clarity, professionals create an environment where collaboration leads to innovative, well-executed solutions.

Conflict as a Growth Opportunity, not a Barrier

Conflict is inevitable in any collaboration. However, a win-win mindset transforms conflict from a barrier into a valuable growth opportunity. Instead of focusing on “winning” an argument, emotionally intelligent professionals seek to align interests and find solutions.

This mindset prevents small disagreements from escalating into damaged relationships and ensures that conflict strengthens rather than weakens collaboration.

Adaptability: The Key to Long-Term Collaboration

A true win-win approach recognizes that collaboration is dynamic. Goals shift, challenges arise, and expectations evolve. The ability to adapt without losing trust or efficiency is what separates strong partnerships from those that collapse under pressure.

Emotionally intelligent professionals remain flexible and proactive, ensuring that as circumstances change, the collaboration remains strong.

A win-win approach to collaboration ensures that both sides gain value from the relationship. Emotional intelligence is the key to making this happen.

By creating trust, communicating effectively, embracing conflict as a growth opportunity, and staying adaptable, professionals create collaborations that are not just productive but deeply rewarding.

Whether working internally with colleagues or externally with partners, leveraging EQ ensures that professional relationships thrive, innovate, and drive long-term success—for everyone involved.

 

 

Jade Bodzasy

Jade Bodzasy

Jade Bodzasy, Founder of Emotional Intelligence Consulting Inc., is a dedicated Coach and Consultant for Optometric Practices. Her extensive background includes over 20,000 hours of expertise focused on customer relations, work structure refinement, training method development, and fostering improved work culture within Optometric practices.

Certified in Rational Emotive Behavior Techniques (REBT), Jade possesses a unique skillset that empowers individuals to gain profound insights into the origins of their behaviors, as well as those of others. Leveraging her certification, she equips optometry practices with invaluable resources and expert guidance to establish and sustain a positive, healthful, and productive work environment.


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Giving Back- Dr Trevor Miranda

As eye care professionals, we are incredibly fortunate. We work in a field where we help people see life more clearly and protect their long-term vision. On top of that, we enjoy the financial rewards of a well-compensated profession.

When I speak to optometry students, I remind them to quickly pivot their mindset. You’re no longer a debt-burdened student. (Still debt burdened but now a doctor!). You’re stepping into a respected career with incredible earning potential and opportunities to make a real difference. A scarce mentality simply doesn’t align with the life ahead of you as an optometrist.

It’s important to embrace an abundance mentality and give back throughout your journey. Not just once you’re “comfortable.” Don’t wait until the mortgage is paid off or the kids finish university.  No matter where you are in your life or career, there are always meaningful ways to contribute.

What You Can Give Back

The Gift of Time
Volunteering is a powerful way to contribute. Whether you’re active with Rotary, coaching a soccer team, or serving on a committee for your provincial association, your time and expertise are valuable. These roles also help you build leadership skills, broaden your network, and strengthen your business and community presence.

The Gift of Money

Charitable donations go a long way. Many organizations struggle to get initiatives off the ground. A simple financial contribution can be the difference between a stalled project and a successful one. It doesn’t need to be large. What matters is consistency and intention.

The Gift of Eyecare

This one comes naturally to us. Donating a pair of sunglasses, a gift certificate, or a dry eye gift basket for a local charity auction is a low-cost, high-impact gesture. The product has a high perceived value, costs you little thanks to wholesale pricing, and brings new patients into your practice. It’s a win for the community and your clinic.

Who You Can Give Back To

At Cowichan Eyecare, we set an annual giving budget. You can’t say yes to every request, and that’s okay. Choose causes that resonate with you and your team.

Start with organizations aligned with our field.

  • Optometry Giving Sight
  • Third World Eye Care Society (TWECS)
  • Canadian Vision Care (CVC)

These groups bring vision care to underserved communities around the world.

Support local causes.
Food banks, women’s shelters, the SPCA, and Rotary Clubs are all strong candidates for regular giving. These are organizations your patients and staff already care about.

Remember your roots.
Give back to your optometry school. Whether it’s through alumni events, scholarships, or mentorship, helping the next generation strengthens the profession as a whole.

Look inside your own team.
Support staff-led fundraisers or sponsor the sports teams that their kids are involved in. At Cowichan Eyecare, we offer bursaries to staff whose children are graduating high school to help with their post-secondary plans. These small gestures build loyalty and community within your workplace.

Mentor generously.
Sharing your experience with new grads is one of the most impactful things you can do. Help them avoid your early mistakes, learn the ropes faster, and find their passion within the profession.

Our Internal Fund

We’ve set up an internal fund that allows our team to cover exam and eyewear costs for community members in real financial need. It’s not used often, but it’s there when someone needs a hand. Patients apply through a simple process, and doctors have discretion to offer no-charge services in exceptional cases.

This initiative reinforces our belief that access to vision care is a right, not a privilege.

The Bigger Picture

Giving back isn’t just a feel-good strategy. It reinforces gratitude, strengthens empathy, and keeps us connected to our communities and our purpose. It also improves morale within your clinic and builds a stronger team culture.

Adopting an abundance mindset allows you to lead with generosity, clarity, and confidence. It’s not about giving everything away, it’s about giving meaningfully and consistently, in ways that lift others and renew your sense of purpose.

If you’re fortunate enough to be in a position to give, you’re also in a position to lead.

Let’s lead well.

 


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Woman smilling

Across Canada, optometry practices—especially those outside major cities—are facing growing challenges in attracting new graduates and retaining optometry associates. As patient demand rises and competition for talent intensifies, independent clinics must think beyond job postings and salaries. Successful optometry recruitment strategies now depend on a longer game, one built on mentorship, early relationships, and a genuine investment in the next generation.

At Optometrists on Broadway in Tillsonburg, Ontario, that long game is already paying off. Clinic owner and OSI Member Dr. Matthew Michniewicz has made recruitment a deliberate, ongoing process that starts well before graduation and continues long after a new optometrist sees their first patient. His novel approach for recruiting new optometrists offers a model for how independent clinics can turn hiring challenges into opportunities for sustainable growth.

Early Contact Shapes Career Decisions

When developing an optometry recruitment pipeline, one of the biggest mistakes practices make is waiting too long to engage with prospects. By the time a new grad is looking for their first job, their opinions about practice settings, and the relationships that influence those decisions, are often already formed.

“It’s about being aware of who in the local area is potentially a student aiming for the program and then trying to find them and have discussions with them before they actually graduate,” says Dr. Michniewicz. “Ideally, you’re preparing to onboard them with a waitlist of patients and showing them the commitment you have to their success.”

Maintaining dialogue throughout their education creates familiarity—and familiarity builds loyalty. What’s more, these early relationships have a ripple effect. “Talk with them about whether they have any friends who are going into the program behind them or ahead of them,” he suggests. “That student network is strong, and if you’re connected with one of them, you can often connect with others who might be interested in working in your clinic, too.”

Supporting Young Optometrists With Structured Onboarding

Recruitment doesn’t stop at hiring. The early weeks on the job are where new graduates decide whether a clinic is the right long-term fit. A clear, hands-on approach to onboarding optometry graduates helps make that decision easier.

When integrating new associates, Optometrists on Broadway invites them into the clinic ahead of their start date to meet the team, get comfortable in the space, and set up their exam rooms the way they prefer—chair height, slit lamp positioning, and access to diagnostic tools like OCT and retinal imaging.

“We bring them in ahead of time to introduce them to all the staff and let them get a feel for the office,” says Dr. Michniewicz. “They can make changes to their exam room, try out the diagnostic equipment, and imagine what their day will look like before they even begin.”

Once they’re on the schedule, support continues. Patient volume builds gradually, and senior clinicians stay available for case discussions and questions. Over the first few months, this consistency helps new grads build confidence while settling into the clinic’s rhythm.

Mentorship is a Pipeline, Not a Perk

The same support that helps new hires succeed also attracts future ones. At Optometrists on Broadway, students get firsthand access to the clinic’s work and the people behind it—long before career decisions are made. This familiarity often leads them back to the practice that shaped them, and plays a key role in retaining optometry associates.

Mentorship in independent practice is probably your best opportunity to find potential associates for the future,” says Dr. Michniewicz. “If they have a good experience in your office as students, you often have a perfect lead on the next member of your team.”

This philosophy extends beyond formal optometry mentorship programs. It includes offering shadowing opportunities to undergrads fulfilling prerequisites, inviting current optometry students to work in the clinic over the summer, and guiding externs through real-world cases.

Students who might not have considered rural practice often reassess after spending time in a supportive environment. They see the professional challenges, the pace of clinical growth, and the impact their work can have.

Long-Term Optometry Workforce Planning: Thinking in Years, Not Weeks

Effective rural optometry recruitment is a continuous, long-term investment. “It does take some digging in your local community to find who might be a good prospect,” says Dr. Michniewicz. “You have to start this process early because you’re developing a relationship that might only come to fruition several years down the road.”

This long view includes building patient waitlists that make a new hire’s first months productive and staying in touch with students even after they move away for school. It also means accepting that not every student you mentor will return—but those who do will come equipped with loyalty and enthusiasm for the work.

Recruiting Optometrists: What Clinic Owners Can Do Now

Taken together, the strategies used at Optometrists on Broadway reflect a simple but consistent pattern: reach students before they’ve made up their minds, stay in touch while they’re training, and give them something real to come back to.

Good practice management in optometry is about making the clinic’s value visible—so future clinicians understand what they can expect, and what they can grow into, if they choose to join you. To recap:

  • Reach out to local undergrads. Students in science or health programs often have optometry in their sights long before they apply. Connecting early—through career events, job boards, or community ties—can open doors before decisions are made. For OSI Members, resources like Job Connect and student outreach channels offer simple ways to stay visible.
  • Offer low-commitment entry points. Shadowing days, summer jobs, and casual mentorship conversations go a long way in shaping how students view independent practice. You don’t need a formal program to get started. Participation in OSI events or webinars can also help keep your clinic on students’ radar while supporting the wider profession.
  • Stay visible once they leave for school. A short check-in during winter break or a note of encouragement during exams can help maintain momentum. Relationships fade quickly without a reminder that the door is still open.
  • Show what sets your clinic apart. Whether it’s the pace of patient care, the team dynamic, or showcasing the clinic culture and technology you’ve invested in, give students a clear picture of what working in your practice would actually look like.
  • Make mentorship part of the culture. Students pay attention to how a clinic supports its clinicians. A practice where questions are welcomed and new grads are given room to grow sends a strong message about long-term support.

Securing the Future of Independent Optometry

“When you bring in a new associate, they’re putting a lot of trust in your office,” says Dr. Michniewicz. “They’re trusting that you’ll help them build their patient base, support their growth, and provide the resources they need to practice to their full potential.”

Trust becomes the throughline of a young clinician’s early career. With mentorship that remains consistent and a structure that makes expectations clear, new graduates gain the footing they need to build confidence in their work and in their choice of practice.

At Optometrists on Broadway, this support is embedded in how the clinic operates. Each new hire arrives with relationships already forming and a sense that their growth matters. It’s a model for strengthening independent optometry—one associate, one career, and one community at a time.

What could a sustainable recruitment plan look like for your clinic? Let’s review your current strategy and identify opportunities to attract, onboard, and retain the next generation of optometrists.

Connect with our team to get started at info@opto.com.


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Practice Appraisals

For those who want to know what their practice is worth, or if you are intrigued by the furious debate about how to properly place a fair market value on a practice, this article will interest you.

First, an apology: there is shameless self-promotion in this article. I am a marketer and a capitalist – but also an educator – and I hope that you can notice the difference. I am trying to help you to understand and prosper.

And a second apology – I was so frustrated after critiquing an appraisal from a very suspect firm (owned by a Grifter) that I decided it’s time to call out the pathetic appraisal work that is making the rounds.

Lazy appraisers are not good for your profession. They publish spurious and plagiarized work. In doing so they demean and diminish the integrity of the practice valuation landscape. This ultimately lowers practice values as confidence is eroded at the banks.

Who needs and reads Appraisals?

Start with the knowledge of who are the intended readers of an appraisal: 1. Doctors 2. Bankers 3. Accountants 4. Lawyers 5. Trusted family advisors 6. Consultants 7. Professors 8. Insurance advisors 9. Credit Analysts – those who grant or deny bank loans… 10. and more…  Each has a unique view of the appraisal, and all are biased towards their client – as they should be.

Why does this article matter? In the business appraisal community, there is a lot of fancy language, acronyms, spread sheets, formulae – and to be blunt – a great deal of nonsensical terminology being bantered about.

New entrants to the business appraisal arena often try to invent novel words to appear sophisticated, when in fact, they have nothing but an AI search and a spreadsheet to reply upon.

The only common denominator I can find amongst the plethora of appraisal gurus is the search for the holy grail of appraisal – the mythical “X-factor.” Where: the bottom line multiplied by X = business value expressed in dollars ($). It could be that simple. But no!

Consensus has ghosted the key players, and we do not share our data. Too many egos and too many Gurus! Yes, I am one of them. Please watch this short film: https://vimeo.com/397300519  TOO MANY GURUS.

First off, determining the bottom line is subject to bias, manipulation, and imperfect science.

And then, selecting the X-factor is a total wild card. If we all relied solely on the actual data, the amateur opinions (which are abundant) would be washed away and flushed down the toilet where they belong.

We don’t share our data, as it is proprietary and confidential to the clients – thus, it remains locked in the vaults of each appraisal firm. Sometimes never to be seen again – especially when the embarrassing sale price is much lower than the “experts” appraised value – how convenient it is to hide lackluster results.

By comparison, just ask a realtor about recent sales. They will not publish nor brag about the houses that sold under asking. You will always see their little mailers saying SOLD for X% OVER asking. Yes, this is highly predictable behavior for an incredibly low barrier of entry career (not a profession).

Those practice appraisers with small vaults of data must use more of their opinion to determine value. Most of them talk too much, listen too little, and rely far too much upon the abundance of rumor and gossip about actual sale prices.

The appraisal world is a perfect place for the Grifter to hide!

Sadly, there are many unnamed grifters lurking in the shadows salivating at your cash flow.

Amateurs prevail in all industries. They believe they have the recipe, yet few have baked a cake!

Many business appraisals are nothing more than a ‘best guess’, with little to no evidence-based backing.

Here’s a simple example:

X number of square feet multiplied by $X per square foot = leasehold value. Poppycock! Count the plugs, you lazy buggers.  Watch this short film, please: Count the PLUGS https://vimeo.com/158992380

Did you know that no license is required to deliver an opinion of value?

Welcome to my world. OK – enough of my ranting and raving…

Let’s try to figure out how to do it.

How to Start (Business Appraisal 101)

  1. Determine the Bottom Line:
    Turns out there are many definitions for the “bottom line”. In Canada the most common phrases are:
  • EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization)
  • Net Income
  • Free cash flow (FCF)
  • Discounted cash flow (DCF)

So, what is the best bottom line to rely upon before applying the mysterious X-factor?

We all recognize net income – the figure found at the bottom line of accountant-prepared financial statements. This is what we report to the Canada Revenue Agency and pay personal or corporate taxes on.

But net income is rarely used as the bottom-line number for appraisals. What? Are you confused now? But wait, it gets more interesting.

2. Then we decide which report type to publish:

  • Appraisal
  • Valuation
  • Evaluation
  • Market Estimate
  • Letter of Opinion
  • Napkin Valuation (slang)
  1. Then we select the approach to value:
  • Income approach
  • Market approach
  • Cost approach

And this one is a mouthful, used by accountants at times: Capitalized Invested Capital Net Cash Flow Method (CICNCFM).

  1. And finally, we state a conclusion such as:
  • Enterprise value
  • Fair Market value
  • Salvage value
  • Terminal value
  • Present value

Are you confused? You should be!

One dude says he can ‘invert’ the numbers to arrive at ROI. What? It is or it is not an ROI! Silly man. Another fast talker says he got it all “in the Cloud”. Isn’t everything in the cloud now? Whatever.

And then there are dandy formulae:  like this beauty: Capital Asset Pricing Model (CAPM). CAPM = E(Ri) = Rf + β(RPm) + RPs + RPu Where: E(Ri) = Expected (market required) rate of return on security Rf = Rate of return available on a risk-free security as of the Valuation Date β = Subject company’s beta coefficient RPm = General Equity Risk Premium for the “market” RPs = Risk Premium for small size RPu = Risk Premium.

STOP! Oh, my goodness! I am getting a headache!
What the heck is a beta coefficient anyways?

Shame on the business appraisal industry for making it far too complex. Complexity keeps the appraisal gurus busy – and in the chips! Whoops – I am one of those gurus.

Has anyone found simplicity?

Yes. The real estate agents made it simple by using the direct sales comparison method (aka market approach). The majority of residential appraisals rely almost entirely on the most comparable properties, those that recently sold on the open market, as the primary basis for determining fair market value.

I have much distaste for the real estate industry at large – primarily due to its adherence to the dangerous practice of dual agency (working for both sides), but at least the industry agrees on direct sales comparison as the empirical appraisal method.

Finding X

And now we begin the search for the ever-elusive X-factor… your guess is as good as mine. 2X? 6X? 10X?

So much to consider. My data reveals a minimum of four important variables to get us started – the location:

  1. Urban
  2. Suburban
  3. Rural
  4. Remote locations

Add to this a list of exceptions:

  1. General vs specialty steams
  2. High- or low-growth operation
  3. Growing or declining local population trends
  4. Cost of capital
  5. Human resource availability
  6. Dominance of key income producer(s)
  7. And more…

Consider Location as a Starting Point

My data also reveals that an urban location can have more than one X-factor. Why? Because let’s be honest, not all parts of the big city are equal. Take Vancouver, for example. The Lower East Side is downtown – but is it representative of the entire downtown Vancouver area? The Lower East Side is known for its complex social dynamics. Would you want to buy a dental practice there? The amateur says that Vancouver deserves a specific X-factor. He is oblivious to the address and applies the standard, spreadsheet-driven metric to his appraisal. Take that to the bank!

What about all the other variables? Interest rates, premise lease terms, systems, fees, collections, staff configuration, individual skill sets, days and hours of operation, marketing and social media, reputation management, I could go on… How can anyone break all that down into a singular X-factor?

It can’t be done. No one possesses the holy grail – even Monty Python could not find it. But everybody you talk to is going to give you differing terminology, a different approach, and will promote their methodology as empirical to all others. Therefore (they will say) they should be trusted.

Rather than listening to all the biased opinionators, why don’t you ask your bank what information they prefer?

If you need to know the value of your practice, ask whom the banks approve and the accountants respect. All other choices may not serve you well for proper, documented, professional planning.

I have rattled sabers with accountants on many occasions, spending considerable energy – not to mention the hourly charges paid to those accountants – to explain our methodology.

My advice – Ask for a Sample Appraisal

Select a company that speaks plain language and presents its findings in a format you can clearly understand.

Hiring an appraiser and then being absolutely bamboozled by their mathematical gymnastics and spreadsheets (and then paying your accountant thousands of dollars to interpret and decipher them) is a foolish investment.

Ask for a sample appraisal from the company before you decide which one you choose to engage. If they cannot share a sample of their work, move on.

Conclusion

I submit that free cash flow, supported by direct sales comparison, is king of all methods.

Note of caution: EBITDA (Earnings before income taxes, Depreciation, and Amortization) typically used by major industries, are inappropriate for small, privately held Canadian corporations.

You will continue hearing that acronym. It is easily manipulated and can be custom designed to suit the purpose of the spreadsheet creator. Do not trust EBITDA when calculated by a purchaser.

Thanks for reading this far. I hope I didn’t give you a headache – I got one just writing this!

Enjoy this cold, harsh winter, folks… Elbows up – screw that! BUY CANADIAN and keep your money UP north of the border! Show up, don’t bugger it up and work our butts off! It will be like this for 3 to 5 years and may never go back to where we once were… sorry to be a downer.

is your before (NOT after) New Year’s resolutions:

Buy Canadian, please

Stop the madness and turn away all the hustlers at your door

Give your staff and patients 100% of your energy – they are valuable assets

Put all elective spending on hold – for at least 1 year

Call every supplier and ask them for a better deal – even your bank – they will listen

Focus on FREE marketing – ask your patients for their referrals

Reviews matter – make sure they are organic and ask for more!

Create or update your will – do it now, please. Do not be naïve or stubborn – it is expensive to be unprepared for the unforeseen – EXTREMELY expensive!

Reach out to Jackie and ask for a free appraisal – see below.

Are you seeking to understand the value of your practice?
Contact Jackie Joachim
Jackie has personally been involved in approximately 10,000 appraisals since joining ROI Corporation. She has had the privilege of appraising optometric, chiropractic, dental, and veterinary practices throughout Canada. Jackie understands how a practice works and the unique needs of healthcare professionals. Her personal goal for practitioners is to see them be strong business people who are able to take pride in their profession and reap the benefits of their hard work. Please contact her at Jackie.joachim@roicorp.com or call 1-844-764-2020.

Timothy A. Brown

Timothy A. Brown is the CEO and Broker of Record for ROI Corporation and has served the professions since 1979. His broad experience in clinical practice systems includes: appraisal, brokerage, leasing, and practice management. While Timothy’s domain expertise is largely from the dental world, as head of ROI Corporation, his experience has applicability across other health practice disciplines including Optometry and Opticianry.

Timothy is a Registered & Licensed Ontario Real Estate and Business Broker (Principal). He also voluntarily completed the Ethics and Business Practice course from the Real Estate Institute of Canada. He clearly understands dentists and has his finger firmly on the pulse of the dental practice marketplace in Canada.

He can be reached at timothy@roicorp.com or 416.520.7420.


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MAX MFA astigmatic presbyopes

In a world supported by technology at every corner, our lifestyles demand more from our eyes and vision. Since 2019, adults spend over 30% more time engaging with digital devices, averaging 13.5 hours of screen time a day.5 This notable increase is likely, in part, due to a shift to remote and hybrid working, which often is associated with more video teleconferencing, but many turn to using smartphones or tablets to complete day-to-day tasks or entertainment outside of a working day. A 2023 survey found that an average US household has 21 digital devices and 13 different types of devices.6 Symptoms of ocular and visual discomfort due to our digital environments are well documented, arising from altered blink patterns,7 tear film changes,8 and accommodative and convergence demands.9

End-of-day comfort and vision play key roles in overall contact lens satisfaction.10 Contact lens wearers can experience fluctuating vision throughout the day, and many patients have difficulties with the visual requirements of driving at night.11

For presbyopes, navigating the inevitable gradual decline in accommodation, coupled with the intense demands of the day brings a further visual challenge. The aging eye is also more likely to exhibit reduced tear film stability1 and increased intraocular light scattering,2,3 in addition to increased refractive astigmatism.4,12

Contact lens technologies to support success in the presbyopic patient

Amongst contact lens wearers aged over 40, 90% expect to continue to wear contact lenses.13 Despite this, almost half of patients aged over 45 drop out of contact lens wear.13 However, with 46% of presbyopic contact lens wearers fitted with a non-presbyopic fit,14 a large proportion of presbyopic contact lens wearers experience a high level of compromise, requiring the use of reading glasses over their contact lenses.14

Most spherical multifocal contact lens fitting guides recommend fitting patients with 0.75D of astigmatism or less. However, eye care professionals are likely to encounter many presbyopes with more than 0.75D of astigmatism. Data shows that prevalence of refractive astigmatism of 0.50D to 1.75D increases with age (Figure 1).4 Further, while with-the-rule (WTR) astigmatism is more prevalent in younger age, there is a gradual shift to against-the-rule (ATR) astigmatism amongst presbyopes.12

 

Figure 1: Prevalence of refractive astigmatism across age groups.4

Figure 1: Prevalence of refractive astigmatism across age groups.4

Johnson & Johnson brings innovation to market to better serve presbyopic astigmatic patients 

Up until now, daily disposable toric contact lens wearers have had to compromise as they become presbyopic.

Now, from the family of ACUVUE® OASYS MAX 1-Day comes ACUVUE® OASYS MAX 1-Day MULTIFOCAL for ASTIGMATISM, which combines innovative technologies from the ACUVUE® multifocal and toric lens designs with the performance of MAX for your presbyopic astigmatic patients.*15

This lens features an innovative 1.00D cylinder lens designed to simplify lens selection while delivering consistent results for patients with 1.00D to 1.75D cylinder to provide coverage for over 70% of presbyopic astigmatic eyes with ≥1.00D cylinder.16,17

In a clinical study, average visual acuity with ACUVUE® OASYS MAX 1-Day MULTIFOCAL for ASTIGMATISM was better than 20/20 at distance and intermediate and better than 20/25+ at near for subjects with 1.00 to 1.75D cylinder. ‡17 Further, there was no clinically significant difference between patients who had 1.75D cylinder and those who had 1.00-1.50D cylinder for visual acuity, subjective comfort, subjective vision or subjective handling scores.^17 Wearers of ACUVUE® OASYS MAX 1-Day MULTIFOCAL for ASTIGMATISM confidently report clear vision reading a cell phone and using a computer.§17

Find out more about the FIRST and ONLY daily disposable multifocal toric contact lens18

Authors: Meredith Bishop OD MS FAAO, Senior Manager Global Professional Education and Development at Johnson & Johnson Vision Care, Inc. David Ruston BSc FCOptom DipCLP FAAO, Director Global Professional Education and Development at Johnson & Johnson Medical Ltd.

This Post is sponsored by Johnson & Johnson.

*Versus Dailies Total1®

In a clinical study of 163 subjects including 34 subjects with 1.75 D cyl in at least one eye. Average descriptive values.

^In a clinical study of 164 subjects including 34 subjects with 1.75 D cyl in at least one eye. Average descriptive values. No clinically significant difference (visual acuity:≤2.5 letters, comfort and handling:≤5 points on validated questionnaire).

  • T3B descriptive summaries: n=171

References

  1. Mostafa YMSE, Saif MYS, Saeed MA, et al. The Effect of Age and Gender on Tear Film Breakup Time. Egyptian Journal of Medical Research 2021;2(2):137–48.
  2. van den Berg TJ. Analysis of intraocular straylight, especially in relation to age. Optom Vis Sci 1995;72(2):52–9.
  3. van den Berg TJTP, Van Rijn LJR, Michael R, et al. Straylight Effects with Aging and Lens Extraction. American Journal of Ophthalmology 2007;144(3):358-363.e1.
  4. Sanfilippo PG, Yazar S, Kearns L, et al. Distribution of astigmatism as a function of age in an Australian population. Acta Ophthalmol 2015;93(5):e377–85.
  5. Eyesafe. COVID-19: Screen Time spikes to over 13 hours per day according to Eyesafe Nielsen estimates. Eyesafe March 2020.
  6. Deloitte. Balancing act: Seeking just the right amount of digital for a happy, healthy connected life. Deloitte Insights. https://www2.deloitte.com/us/en/insights/industry/telecommunications/connectivity-mobile-trends-survey/2023/connectivity-mobile-trends-survey-full-report.html. Accessed December 13, 2024.
  7. Portello JK, Rosenfield M, Chu CA. Blink rate, incomplete blinks and computer vision syndrome. Optom Vis Sci 2013;90(5):482–7.
  8. Wolffsohn JS, Lingham G, Downie LE, et al. TFOS Lifestyle: Impact of the digital environment on the ocular surface. Ocul Surf 2023;28:213–52.
  9. Watten RG, Lie I, Birketvedt O. The influence of long-term visual near-work on accommodation and vergence: a field study. Journal of human ergology 1994;23(1):27–39.
  10. Diec J, Naduvilath T, Tilia D. Subjective Ratings and Satisfaction in Contact Lens Wear. Optom Vis Sci 2018;95(3):256–63.
  11. Nicole Gruber, Urs P. Mosimann, René M. Müri & Tobias Nef (2013) Vision and Night Driving Abilities of Elderly Drivers, Traffic Injury Prevention, 14:5, 477-485, DOI: 10.1080/15389588.2012.727510.
  12. Read SA, Vincent SJ, Collins MJ. The visual and functional impacts of astigmatism and its clinical management. Ophthalmic Physiol Opt 2014;34(3):267–94.
  13. JJV Data on File 2022. A survey conducted with a total n=7356 and CL wearers n=1213 representative U.S. and U.K. consumers, ages 15-64.
  14. Morgan PB, Efron N, Papas E, et al. BCLA CLEAR Presbyopia: Management with contact lenses and spectacles. Contact Lens and Anterior Eye 2024;47(4):102158.
  15. JJV Data on File 2022. Comparative Subjective Claims for ACUVUE® OASYS MAX 1-Day lens vs Dailies Total1® and Additional Stand-Alone Claims.
    16. JJV Data on File 2024. SKU Coverage Claims for ACUVUE® OASYS MAX 1-Day and ACUVUE® OASYS MAX 1-Day MULTIFOCAL Brand Contact Lenses.
    17. JJV Data on File 2024. Subjective Standalone Claims for ACUVUE® OASYS MAX 1-Day MULTIFOCAL Contact Lenses for ASTIGMATISM.
    18. JJV Data on File 2024, First and Only Daily Disposable Multifocal Toric Contact Lens in US.

 

Important Safety Information: ACUVUE® Contact Lenses are indicated for vision correction. As with any contact lens, eye problems, including corneal ulcers, can develop. Some wearers may experience mild irritation, itching or discomfort. Lenses should not be prescribed if patients have any eye infection, or experience eye discomfort, excessive tearing, vision changes, redness or other eye problems. Consult the package insert for complete information. Complete information is also available from Johnson & Johnson Vision Care, Inc. by calling 1-800-267-5098, or by visiting www.jnjvisionpro.com/en-ca/.

The third-party trademarks used herein are the intellectual property of their respective owners.
© Johnson & Johnson and its affiliates 2025  2025PP15604

 


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From Dr. Google to Your Exam Lane - What Online Search Trends Reveal About Today’s Contact Lens Patients

by Dr. Harbir Sian, OD 

In an era when patients ask Dr. Google before they call their optometrist, the way people seek vision care information is changing fast.

The Contact Lens Institute’s 2025 Digital Discovery report dives into thousands of real-world searches from across North America including Google queries, TikTok reels, voice-assistant prompts, and AI-generated answers to uncover what contact-lens wearers (and would-be wearers) really want to know.

The results offer valuable lessons for eye-care professionals: how to anticipate patient questions, fill the information gaps that online sources leave behind, and strengthen in-office trust in an AI-powered world.

Price First, Value Second

The study found that 65% of all contact-lens-related Google searches focus on buying—price comparisons, retailers, rebates, and “cheap contact lenses.” That means many patients come to their exam with a pre-set idea of what lenses should cost based on what they’ve seen online.

Clinics can turn that to their advantage. Discuss rebates, insurance coverage, direct shipping, easy exchanges, and personalized service early in the visit and not as an afterthought at checkout. Showing the full value proposition helps move the conversation from “How cheap can I get them?” to “Why should I get them from you?”

Automated reorder reminders and in-office or online purchasing portals also keep patients from drifting toward online retailers when it’s time to restock.

A Removal Problem, Not an Insertion One

One of the most surprising findings: searches for how to remove contact lenses outnumber how to insert by more than 2-to-1. It’s a reminder that removal anxiety, not insertion, could be driving frustration and dropout among new wearers.

Make removal part of every fitting conversation. Printed guides, short explainer videos, and structured follow-ups can dramatically reduce anxiety. Even better, send patients your own trusted video link so they don’t have to scroll through questionable TikToks for help.

Shifting the “Either-Or” Mindset

Search behavior also shows a major misconception: only 6% of comparative searches used the word “and” (as in contacts and glasses), while 94% used “or.” Many consumers still believe they have to choose one or the other.

 That’s a missed opportunity. Ask every patient about “life moments” that could benefit from both: vacations, sports, weddings, or even long workdays. Offering in-office trial experiences, where the optometrist inserts and removes the lenses, can help hesitant patients imagine contact lenses as part of their everyday routine, not a replacement for spectacles.

Voice Search and AI: The New Front Door

Up to 20% of all contact-lens searches now happen through voice assistants such as Siri, Alexa, or Google Assistant. Phrases like “eye doctor near me” dominate.

For clinics, that means visibility depends on digital housekeeping: complete your Google Business profile, use location-specific keywords, and include “eye doctor” or “optometrist” on your site pages.

Google’s new AI-driven summaries (via Gemini) often answer a query without users ever scrolling down. Practices that publish credible local content, blogs, service pages, and videos, are more likely to be cited or surfaced by these AI summaries. In other words, digital authority begins with your own website.

Countering Misinformation—Gently

Patients trust AI assistants, but that trust is misplaced more often than not. When the Contact Lens Institute asked major AI platforms where consumers should go for lens information, results ranged from the American Optometric Association to, surprisingly… Forbes.com.

Rather than dismissing what patients read online, invite the discussion:

“That’s interesting—where did you find that information?”

This simple question opens the door to clarify misconceptions and reinforces your role as the most reliable source for personalized guidance.

Meeting Patients Where They Search

The CLI Digital Discovery report offers a clear takeaway: the online behavior of today’s patients can help shape better real-world care. When optometrists view digital channels as extensions of their exam lanes, they can anticipate concerns before they’re voiced, provide trustworthy education, and make every interaction, online or in-office, count.

By embracing proactive education, promoting dual wear, and optimizing for digital discoverability, eye-care professionals can ensure that Dr. Google leads patients right back to where they belong, in your exam chair.

 

Dr. Harbir Sian, OD

Dr. Harbir Sian, OD, is an optometrist, entrepreneur, and award-winning advocate. Co-owner of multiple clinics in British Columbia, he specializes in myopia management and dry eye care. A TEDx speaker and host of Canada’s most downloaded optometry podcast, he is a trusted Key Opinion Leader and sought-after educator.


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Data Portability for Optometric Systems
Part 1.
by Maryam Moharib, BOptom, BHSc, CSPO, CAPM

In today’s optometry practices, the electronic medical record (EMR) is much more than a digital filing cabinet. It is the hub for clinical decision-making, patient history, diagnostic imaging, prescriptions, and even practice management functions such as scheduling, billing, and recalls. However, with the rapid advancement of clinical technology, the EMR system that an optometrist once started with may no longer meet their needs.

Whether driven by the desire for better integration with diagnostic devices, frustration with outdated interfaces, or the need for cloud-based access, many clinics eventually consider switching systems.

Yet the decision to move from one EMR to another is not always straightforward. One of the biggest hurdles is data portability—the ability to securely and effectively transfer patient information, records, and related data from one system into another. Understanding the challenges and responsibilities around data portability is essential for any optometrist planning such a transition.

Why Data Portability Matters

The value of an EMR lies in its data. Beyond basic demographics and clinical notes, optometry practices rely on structured information such as refraction histories, contact lens parameters, intraocular pressure readings, and optical coherence tomography (OCT) images. If this information cannot be migrated intact, a clinic risks losing critical historical data that guides patient care.

From a patient safety standpoint, incomplete or inaccurate migration could result in treatment errors, duplicate testing, or severe gaps in continuity of care. From a business standpoint, a failed migration can be costly, causing downtime, inefficiency, frustration, and patient dissatisfaction. Data portability, then, is not just a technical concern but a clinical and legal responsibility.

Legal and Regulatory Considerations

Legal and Regulatory RequirementsOptometrists must take into account Canadian legislation and provincial requirements when it comes to data portability. Each province has laws that govern personal health information (PHI). These laws require that PHI remain confidential, accurate, and secure—even when transferring data between EMR systems.

In addition to PHI data encryption, provinces such as Ontario and Manitoba require certified EMR vendors to include functionality for data migration, ensuring that records can be easily exported in usable formats. These measures are designed to reduce vendor “lock-in” and encourage interoperability.

One of the most common data structures that hinder interoperability is the use of proprietary fields. Proprietary fields are custom data structures unique to a specific EMR system. They define how information is labeled, stored, or formatted, often in ways that don’t follow common standards. Because these fields are not universally recognized, other EMRs may be unable to interpret or import the data correctly during migration. This can lead to incomplete or inaccurate transfers, especially for complex information such as prescriptions or contact lens parameters. Ensuring that proprietary fields are properly mapped or converted into standardized formats is essential to preserve data accuracy when switching systems.

For example: One EMR might store contact lens prescriptions in a single combined field like “OD: -3.25 BC 8.6 DIA 14.0,” while another EMR stores each value—sphere, base curve, and diameter—in separate standardized fields. Because the data is structured differently, the new system may not recognize or correctly import the information unless it’s carefully mapped or reformatted.

Risks and Challenges

Switching EMRs comes with a unique set of risks that extend beyond simple data transfer. Common pitfalls include:

  • Vendor lock-in and resistance: Some vendors make interoperability and exporting data difficult through unusable or proprietary formats, additional charges, delays, or restrictive policies.
  • Data loss and corruption: Images or attachments might not map correctly, fields may get misaligned, metadata (like dates or authorship) may be lost or altered.
  • Cost overruns and schedule delays: Hidden conversion challenges can quickly exceed expected timelines and budgets.
  • Interoperability shortcomings: Even after migration, if the new system doesn’t integrate well with external labs, imaging devices, or pharmacies, the practice may still face data-sharing issues.

Each of these challenges emphasizes why data portability is not just an IT issue—it is also a clinical and operational issue.

The Takeaway

Data portability affects every part of continuity of patient care, practice efficiency, and legal compliance. Understanding the foundational issues—such as proprietary data structures, provincial PHI laws, and interoperability standards—is the first step in avoiding serious disruptions.

Switching EMRs is more than a technology upgrade—it’s a transformation of how a clinic manages patient information. By approaching migration with deliberate planning, vendor collaboration, and thorough validation, optometrists can protect the integrity of their data while gaining the advantages of modernized technological data systems.

A successful EMR migration ensures that the records that have been built over years remain intact, accessible, and clinically meaningful. With the right preparation, the migration can enhance—not interrupt—a practice’s ability to deliver excellent patient care.

In Part 2, the next article will explore the practical side of EMR migration: how to prepare the data, coordinate between vendors, and protect the clinic from data loss or workflow breakdowns during the transition.

Maryam Moharib

Maryam Moharib, BOptom, BHSc, CSPO, CAPM

Maryam holds degrees in Health Sciences from the University of Ottawa and in Optometry from Anglia Ruskin University in Cambridge, England. She has dedicated many years to working alongside ophthalmologists in refractive surgical clinics, where she gained significant experience in clinical training and in EMR implementation for various software platforms.

Maryam has also worked as a certified product owner with an EMR software company where she played a key role in effectively bridging the gap between clinical needs and technology. Additionally, her certification in project management from the Project Management Institute has equipped her with the skills to lead implementation and transformative clinic projects successfully.


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Giving Tuesday Roxanne Arnal

Giving Tuesday, falling on December 2nd this year, is a great reminder as we head into the holiday season to look at what causes could benefit from your charitable donations. But let’s face it, who has time to research and make these decisions in a tax efficient way before year end?

Charitable Foundations and Donor-Advised Funds: A Smarter Way to Give

When Canadians think about giving back, they often picture writing a cheque or donating online. But for those who want to make a lasting impact, charitable foundations offer a more strategic approach.

What is a Charitable Foundation?

A charitable foundation is a registered organization that manages donations and distributes funds to qualified Canadian charities who issue tax receipts for the Donation Tax Credit with your annual CRA filings.

Setting up a Private Foundation

Private Foundations are typically funded by a single family or corporation. Though rewarding, they come with significant legal and reporting responsibilities.

Accessing a Public Foundation

Public Foundations pool resources from many donors to ease the compliance responsibilities of private foundations thereby enhancing their accessibility to all of us. The foundation retains the administrative requirements permitting you to access all the benefits of Charitable Foundations through a Donor-Advised Fund (DAF).

What is a Donor-Advised Fund?

A DAF is a giving account established within a public foundation. As most public foundations are run through private wealth firms, the most common contributions are publicly traded securities. When you create and fund your DAF, you will be issued an immediate tax receipt while spreading out the time frame you have to make your charitable grants. In the meantime, the investments continue to grow tax-free.

Why Consider a DAF?

  • Simplicity & Efficiency: A DAF consolidates your giving into one account, eliminating the need for multiple receipts or complex filings.
  • Tax Advantages: You receive a tax deduction when you contribute, and you can carry it forward for up to five tax years. Donating appreciated securities can also eliminate capital gains tax, making your gift far more impactful than donating from your personal bank account.
  • Legacy & Family Engagement: A DAF permits you an opportunity to involve your family in philanthropy. Imagine sharing valuable life lessons and holding family gatherings with true meaning to discuss the direction and beneficiaries of your DAF.
  • Privacy: A DAF allows you an opportunity to keep your name private when granting funds, which can protect you from ongoing requests from your selected charities.

Final Thoughts

Charitable giving can be about more than generosity. It’s an opportunity to share the wealth you have created, benefit from real tax savings, and create a philanthropic legacy within your family or business. The use of a DAF permits access to a strategy that is often reserved for only the very wealthy, bringing accessibility to most of us, especially in the year we sell our practice and can really benefit from the tax savings.

Need Help Navigating Your DAF?

At C3 we have worked alongside the Value Partners Charitable Foundation for years and have first hand experience in guiding you through the intricacies of the process efficiently, allowing you to focus on what truly matters to you personally.

We’re here to help you make informed decisions that align with your financial goals. Reach out to us with any questions or to schedule a personalized conversation at roxanne@c3wealthadvisors.ca or 780-261-3098.

Roxanne Arnal is a Certified Financial Planner®, Chartered Life Underwriter®, Certified Health Insurance Specialist, former Optometrist, Professional Corporation President, and practice owner. She is dedicated to empowering individuals and their wealth by helping them make smart financial decisions that bring more joy to their lives.

This article is for information purposes only and is not a replacement for personalized financial planning. Errors and Omissions exempt.

ROXANNE ARNAL,

Optometrist and Certified Financial Planner

Roxanne Arnal graduated from UW School of Optometry in 1995 and is a past-president of the Alberta Association of Optometrists (AAO) and the Canadian Association of Optometry Students (CAOS). She subsequently built a thriving optometric practice in rural Alberta.

Roxanne took the decision in 2012 to leave optometry and become a financial planning professional. She now focuses on providing services to Optometrists with a plan to parlay her unique expertise to help optometric practices and their families across the country meet their goals through astute financial planning and decision making.


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Revenue RX podcasts

Every optical entrepreneur has a back story. A series of zigzags, bets, leaps of faith, and moments where you either step into the unknown… or step aside. In this special episode of Revenue RX, I’m pulling back the curtain and taking you behind the mic, into the unconventional journey that shaped the way I think about business, leadership, opportunity, and the optical retail world.

This isn’t a highlight reel. It’s a look at the real road that led me to buying two optical stores without being an optician or an optometrist, and why that unconventional path turned out to be my greatest asset.

A Life Built on Saying “Yes” to the Unknown

Before I ever stepped into the optical industry, I lived a dozen different “lives.” Real estate, Xerox sales, commercial leasing, pro hockey in Italy, modelling in Europe, building a national sport association, consulting for small businesses, running a pet food company, even jumping into the restaurant world in Japan. All of it shaped how I see opportunity and how I understand people.

The thread connecting every one of those chapters was simple:
Do the work. Stay curious. Don’t fear the unknown.
Those three things will take you further than any job title ever will.

Real Estate: The First Big Lesson

My first real wake-up call came in real estate. I learned quickly that there is no “secret” formula for success. Presence matters. Discipline matters. Understanding the emotional side of a customer’s decision matters. Those early days taught me how clients feel when making a purchase — a lesson that translates directly into how a patient chooses eyewear.

People don’t just buy a frame.
They buy how they feel wearing it.

Xerox: Premium Products, Premium Confidence

My detour into Xerox was intentional; I needed world-class sales training. They taught me how to present value, how to justify premium pricing, and most importantly, how to ask for the order. Those skills became foundational in the dispensary years later, where helping patients choose the right premium lens or designer frame is an emotional and financial decision.

And yes, the story of my hiring, where I finally said: “you have all the information you need, so either give me the job or cut me loose”, still makes me smile. Sometimes, in business and in life, you don’t get what you deserve… you get what you ask for.

Commercial Real Estate: Knowledge Is Power

Moving into commercial leasing revealed another truth: If you know something others don’t, you become indispensable.

Providing clarity, data, ROI, and detail build trust. That confidence carried straight into the optical business, where understanding margins, revenue streams, and patient psychology separates average dispensaries from profitable ones.

Triple Five & Negotiation: Timing Is Everything

Working for a major development company taught me the biggest negotiating lesson of my life:
The only variable in closing a deal is timing.

Influence? Yes.
Pressure? Maybe.
But timing always wins.

That applies perfectly in the dispensary. Sometimes the patient is ready today. Sometimes tomorrow. Your job isn’t to push. Your job is to guide.

Hockey, Italy & Taking Chances

Then came the curveball: pro hockey in Italy: player-coach, no Italian, a lot of creativity. The real takeaway?
When opportunity knocks, open the door, even if you have no idea what’s on the other side.

That mindset later helped me see the optical business through a fresh lens. I didn’t inherit old industry habits. I built my own approach.

Modelling, Europe & Self-Promotion

Commercial modelling taught me two lessons:

  1. Take the first step; it’s usually the hardest.
  2. Opportunities appear when you put yourself out there.

That same hustle helped me drive traffic, brand awareness, and growth when I owned my optical stores.

NIHA: Building Something from Nothing

Founding and scaling the National Inline Hockey Association became one of the biggest business adventures of my life. From securing sponsors like Rollerblade, Bauer, and CCM, to publishing a magazine, to running national championships, it was entrepreneurship in its rawest form.

If you can build a national sports association, you can build an optical business. Trust me.

Japan: Leadership Comes from the Bottom Up

Running marketing for 20 restaurant franchises in Japan revealed one of the most important leadership principles I still teach today:
Your staff are the most important asset in the business.
Your job is to empower them, not sit above them.

If you get this right in your optical practice, your revenue grows. If you get it wrong, everything suffers.

Returning to Canada & Choosing Entrepreneurship for Good

Back in Vancouver, working in resort real estate made one thing clear: Corporate life wasn’t my path.
Entrepreneurship was.

Consulting gave me an outside-in view of how businesses grow, and where they get stuck. Those insights became the blueprint I later used to guide my own optical stores.

Pet Food, Import/Export & the Final Leap

More adventures, more businesses, more marketing lessons. All of it brought me to one realization:
I had the toolkit to run a retail business, I just needed the right industry.

Then I found the optical opportunity.
Need-based product. Loyal customers. Multiple revenue streams.
A business where great service actually changes lives.

The rest is history.

Why I’m Telling You This Story

Because your story matters too.
Every skill you’ve learned, every job you’ve held, every challenge you’ve survived, it’s all transferable. Optical retail is a business built on connection, service, humanity, and confidence. The more life experience you bring to it, the stronger your practice becomes.

This episode isn’t just about my past.
It’s about reminding you of your own potential.

This episode is personal, reflective, and packed with lessons that shaped how I approach leadership and optical retail growth.
To hear the full story, with all the insight, humour, and hard-earned lessons, listen to the full Revenue RX episode now.

Joseph Mireault

Joseph Mireault

Joseph Mireault, Optical Entrepreneur, Business Coach, and Published Author.

Joseph was the owner and president at Tru-Valu Optical and EyeWorx for 16 years. During his tenure, he consistently generated a sustainable $500K in annual gross revenue from the dispensary.

He now focuses on the Optical industry, and as a serial entrepreneur brings extensive experience from a variety of different ventures.

Joseph is also a Certified FocalPoint Business Coach and looks to work directly with ECPs in achieving their goals.

Through his current endeavour, the (Revenue RX, Optical Retail Wins podcast) he shares the challenges and solutions of running an Optical business.

His insights are shared with optical business owners aspiring for greater success in his new book,  An Entrepreneur’s Eye Care Odyssey: The Path to Optical Retail Success.”  


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