Roxanne Arnal Retirement planning image of an asian couple with an advisor

Retirement is no longer viewed as a “tired” chapter, but rather as a reimagined lifestyle choice—one that offers enhanced time and financial flexibility. Today’s retirees are shifting the lens: some are staying in the workforce longer, trading rigid schedules for greater autonomy, while others are stepping away from past careers to pursue new purpose-driven paths. It’s not just about stepping back—it’s about seeing forward, with clarity and intention.

What are you retiring to?

As with all life transitions, it’s key to have something fun and exciting to look forward to as you change up your day to day life. Take some time to really define what it is you are retiring to.

How are you going to make this happen?

A well-rounded retirement strategy should do more than cover the basics—it should reflect the life you’ve built and the one you still want to live. By integrating your many different investment accounts, personal and corporate, your plan should support everyday comfort while bringing your future into sharper focus, whether that’s exploring new destinations or simply enjoying more freedom at home.

The New Paycheque

Day to day expenses like groceries, utilities and personal care are typically funded by a regular source of recurring income. These may include CPP, OAS, a pension, or your RRSPs for example.

The Fun Stuff

Travel, home upgrades and even a second property are some of the well-earned rewards after years of building your career. If your savings includes a mix of TFSA, non-registered accounts and corporate investing, now is the time to review your withdrawal strategy so you can actually enjoy this nest egg.

The Unexpected

Everything is great until the unexpected happens. Health is a primary reason many retirement plans get off track. Have you built in contingencies to cover unexpected expenses? Can you comfortably pivot your financial enjoyment to meet your new needs?

The “Not-So-Fun” Stuff

And then we have taxes! One of only two certainties of life in Canada. You’ve worked hard to limit taxation during your working years, so it’s key your withdrawal plan considers how you will manage your taxes moving forward. Don’t let taxes eat up 50% of your savings!

The Other Certainty

Whether you want to address it or not, death is a certainty of life. Though we may not know the day nor the hour, it will come for all of us. Part of a holistic retirement plan is reviewing your estate planning. Does your will still reflect your wishes? Does the beneficiary status of your investments and life insurance policies line up or should they be changed in light of final taxation, charitable wishes, and perhaps skipping a generation to optimize your planning.

The Financial Needs

Avoid the worry created by news and market fluctuations by ensuring your investments are set up to create a smooth withdrawal for your ongoing needs and wants. Understanding how asset allocation plays an increasingly critical role during your withdrawal phase is key to avoiding sequence of return risk.

Conclusion

Now is the time to create a future that balances stability with possibility. Shifting from a saving focus to a spending focus can be difficult, but with a clear plan, you can set a withdrawal strategy that helps to manage market risk, provides flexibility, controls taxation and leaves you with a legacy to be proud of.

Interested in personalized retirement guidance to balance all your financial needs and wants? Reach out to Roxanne via email at roxanne@c3wealthadvisors.ca or call 780-261-3098 to book a conversation.

Roxanne Arnal is a Certified Financial Planner®, Chartered Life Underwriter®, 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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IRIS sponsored post image

Since its creation, IRIS has been committed to providing high-quality products and services in the field of vision care.  Today, this mission has taken on a new dimension thanks to technological innovation. Whether through the integration of artificial intelligence, the use of precision tools such as electronic medical records, or the exclusive development of cutting-edge ophthalmic lenses such as Apogée lenses, IRIS is transforming the visual experience for its patients.

 

Artificial Intelligence: Seeing Problems Before They Arise

In the field of visual health, prevention is as important as treatment. That’s why IRIS is focusing on integrating artificial intelligence (AI) into its clinical practices.

Thanks to advanced imaging technologies combined with AI algorithms, optometrists at IRIS can detect eye abnormalities early on, sometimes even before the patient experiences any symptoms. This allows for faster intervention, more rigorous follow-up, and prevents certain conditions from worsening.

For example, subtle signs of diseases such as age-related macular degeneration (AMD), diabetic retinopathy, or glaucoma can be detected very early on thanks to AI. By integrating these tools into eye exams, IRIS offers its patients unparalleled peace of mind and once again demonstrates its commitment to optimal eye health.

The Electronic Medical Record: A Precision Tool at the Service of the Patient

Another pillar of innovation at IRIS is the electronic medical record (EMR). In addition to reducing paper use and increasing the efficiency of communications between professionals, the EMR allows for more rigorous and personalized monitoring of each patient’s visual health.

 

This centralized system allows optometrists, opticians, and ophthalmologists in the IRIS network to consult the patient’s complete visual history, exam results, retinal imaging, previous prescriptions, and much more.

 

The result: more informed clinical decisions, better coordination of care, and a simplified experience for the patient.

 

Apogée Lenses: Exclusive Technology for Customized Vision

One of the most significant innovations developed at IRIS is the Apogée lens, a new-generation progressive lens designed exclusively for presbyopes seeking optimal visual performance.

 

Unlike standard progressive lenses, Apogée adapts to each user in a completely unique way. Thanks to advanced measurement technologies and a 100% ergonomic design, each lens is custom-made according to the patient’s morphology, reading habits, visual needs, and even lifestyle.

 

The result? Perfectly adapted visual fields, maximum visual quality, and unparalleled comfort in all areas of vision, whether near, far, or intermediate.

This high-tech lens naturally attracts customers who appreciate precision, seek advanced products, and value the reliability of a brand like IRIS. It also represents a new way of experiencing eyewear shopping: more collaborative, more personalized, and more satisfying.

 

A Customer Experience Enriched by Technology

Innovation at IRIS is not limited to clinical tools or products. It is also reflected in the overall customer experience.

 

But what really sets the IRIS approach apart is the human dimension of this innovation. Patients are invited to collaborate in the creation of their progressive lenses. They gain a better understanding of the choices available to them, participate in the development of the solution, and leave with a product that truly meets their expectations.

Innovating for Better Vision… and a Better Life

At IRIS, innovation is much more than just a word. It is a philosophy that guides every decision and every improvement.


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OSI sponsored post image for Aug 2025-v2

Dr. Kerry Salsberg’s Eyes on Sheppard doesn’t chase growth for growth’s sake. It grows by design—one decision, one system, one patient at a time.

At OSI Group, we support a network of more than 900 independent optometry clinics across Canada—each with its own vision of what success looks like. For some, it’s about expansion. For others, it’s about specialization, community presence, or work-life balance. No two clinics run the same way, and that’s the point. Independence gives space for this kind of professional freedom.

Eyes on Sheppard, a long-standing practice in midtown Toronto, is one example of what that can look like in practice. Under the leadership of Dr. Kerry Salsberg, the clinic has spent the past three decades refining its systems, expanding its team, and shaping an environment that reflects a clear sense of purpose.

In an era when consolidation has swept across the healthcare industry and burnout threatens even the most committed providers, Eyes on Sheppard offers a different kind of case study. It’s become one of Toronto’s most respected independent clinics, not by being the biggest, the busiest, or the flashiest, but by maintaining a clear focus on what it does best—and resisting the pressure to do more for the sake of growth alone.

Designing for Consistency

Salsberg doesn’t treat management as an afterthought or a task to squeeze into clinical downtime. It’s embedded in the way the practice is designed. Every element—scheduling, training, workflows—is built to reinforce consistency across the clinic.

This philosophy shows up in the details. Appointments are booked at 30-minute intervals, giving doctors room to connect, observe, and adjust. Staff are trained not only in process, but in presence, with feedback is built into the workflow. The team is expected to listen closely, take note of what matters to each person, and create the kind of interaction that’s often missing from other healthcare experiences.

While the broader industry continues to prioritize speed, Salsberg’s clinic is deliberately structured around time. That extra time is what makes real connection possible, and what keeps the work meaningful.

A Pandemic-Era Lesson in Slowing Down

This belief was tested during COVID-19. As patient volume dropped and schedules shrank, many clinics scrambled to make the math work. But at Eyes on Sheppard, something unexpected happened.

“We saw fewer patients during COVID, but our revenue per patient went up—and so did my enjoyment of optometry,” Salsberg says.

The experience confirmed something he’d suspected for years: slowing down wasn’t a liability. It was a strategy. The clinic leaned into the insight. Appointments got longer,  handoffs were minimized, and patient conversations grew deeper.

Data Without Delay

With a more measured pace of care, each appointment carries greater weight—financially and clinically. To keep that model viable, Eyes on Sheppard relies on real-time feedback. Subtle shifts in volume, case mix, or follow-through can have an outsized impact, so the clinic needs to spot patterns early—before they turn into problems.

Every morning, Salsberg checks key metrics like revenue per patient, service mix, prescription fulfillment, and no-show rates.  These insights are made possible by Optosys, OSI Group’s practice management platform, which integrates data from across the clinic in a way that supports independent workflows

“What I love about our EMR is that I can get the pulse of the practice with one click,” he says. “That’s how you pivot in real time.”

Instead of waiting for quarterly reviews or year-end recaps, Salsberg and his team operate on short feedback loops. If something’s off, they fix it. If something’s working, they double down.

The Case for Coaching

Of course, even with strong systems and solid data, growth doesn’t happen automatically. At Eyes on Sheppard, coaching plays a central role in helping the clinic stay aligned and intentional.

“I love using business coaches,” Salsberg says. “We’re not perfect—we always want to improve our numbers, experience, and how we care for patients.”

He meets regularly with his OSI Practice Advisor, Jas, who works directly with the clinic’s leadership team to flag missed opportunities and suggest operational adjustments. This might mean rebalancing appointment types, revisiting pricing, or refining how services are communicated in the exam room.

“They provide operational support and leadership tools behind the scenes.” he says, “They understand what’s working across the industry, which is so missing in services today.”

Not Bigger—Just Better

Growth wasn’t the goal. Not really. Over the years, Eyes on Sheppard has expanded: more space, more services, more staff. But the clinic never scaled for its own sake. It scaled because it knew what kind of environment it wanted to offer.

The result? A practice that grew not from pressure, but from principle. Every decision was rooted in preserving the kind of workplace worth showing up to every day.

“I enjoy going to work as much today as I did when I started.” Salsberg says, “That’s a gift worth cultivating.”

Indeed, this kind of growth takes intention—and support. As a long-time OSI member, Salsberg relies on a broader infrastructure that helps the clinic stay independent while adapting over time. From operational planning to performance tracking, OSI provides the tools and coaching that allow clinics like Eyes on Sheppard to evolve without losing focus.

Ready for What’s Next

Eyes on Sheppard’s strength lies in its clarity—about what works and what’s worth protecting. For Salsberg, that’s the long game, a practice where people still look forward to Monday. A clinic built to last.

“Dream big.” He says, “Create memorable patient experiences. Have fun doing what you do, and don’t be scared. The sky isn’t falling.”

OSI Group helps independent optometrists run stronger, smarter clinics—without compromising on care. Learn more at www.opto.com, or hear more from Dr. Salsberg in his interview on the Future Focus podcast here.

 


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Strenght in Synergy Dr Trevor Miranda article

In the ever-evolving landscape of eye care, the collaboration between optometrists and opticians has emerged as a powerful strategy to enhance patient care, streamline operations, and boost practice efficiency. This synergistic relationship not only benefits the professionals involved but also significantly improves the overall patient experience.

The Collaborative Advantage:

Enhanced Patient Care

When optometrists hire opticians for their practices, they create a comprehensive and dynamic eye care team that can address a wider range of patient needs. Optometrists can focus on conducting eye exams, diagnosing conditions, and prescribing treatments, while opticians can expertly handle the fitting, adjusting, and dispensing of eyewear. This division of labour ensures that patients receive specialized attention at every stage of their eye care journey.

Improved Efficiency

In practices that have implemented a collaborative model, optometrists consult with an optician while the patient is still in the examination chair. This real-time collaboration saves patients time and allows for more informed decision-making. For instance, an optometrist might seek an optician’s advice on whether a specific lens would be suitable for a particular prescription, ensuring the best possible outcome for the patient.

Faster Referrals and Problem-Solving

Opticians who are part of a collaborative care team can provide quicker referrals when patients need immediate attention from an optometrist. This established relationship within the practice allows for faster diagnosis and treatment, potentially reducing patient discomfort and improving outcomes.

Professional Growth and Learning:

Continuous Education

A collaborative environment provides ongoing learning opportunities for both optometrists and opticians. Optometrists can stay updated on the latest lens technologies and fitting techniques from their optician colleagues, while opticians can deepen their understanding of eye health and vision science. This mutual exchange of knowledge enhances the overall expertise of the practice.

Specialization and Niche Development

By working together, optometrists and opticians can develop specialized services that set their practice apart. For example, an optician with expertise in complex fittings or specialty lenses can complement an optometrist’s clinical skills, allowing the practice to offer unique solutions to patients with challenging vision needs.

Business Benefits:

Increased Practice Efficiency

The merging of optometric and optical services under one roof creates significant savings on overhead costs and improves operational efficiencies. Administrative staff can be shared, and cross-training becomes possible, leading to a more flexible and resilient practice structure.

Expanded Patient Base

A collaborative practice can attract a wider range of patients. Optometrists can focus on building relationships with patients requiring medical eye care, while opticians can excel in serving those primarily interested in eyewear and fashion. This diversification can lead to increased patient retention and word-of-mouth referrals.

Competitive Advantage

Independent optometric practices that incorporate skilled opticians can better compete with corporate eye care providers. The combination of personalized care, medical expertise, and optical knowledge creates a compelling value proposition for patients seeking comprehensive eye care services.

Implementing Successful Collaboration:

Clear Role Definition

For a collaborative practice to thrive, it’s essential to clearly define the roles and responsibilities of each team member. Optometrists should focus on areas requiring their specific medical training, while opticians should be empowered to manage optical dispensing and related services.

Effective Communication

Open and frequent communication between optometrists and opticians is crucial. Regular team meetings, in-office communication systems, shared patient management systems, and a culture of mutual respect foster an environment where collaboration can flourish.

Shared Vision and Goals

Aligning the practice’s vision and goals ensures that both optometrists and opticians are working towards the same objectives. This shared purpose can drive innovation, improve patient care, and contribute to the overall success of the practice.

Future of Optometrist-Optician Collaboration

As the eye care industry continues to evolve, the collaboration between optometrists and opticians is likely to become even more critical. Advances in technology, changing patient expectations, and the increasing complexity of eye care services will require a

team-based approach to deliver the highest quality of care.

By embracing this collaborative model, optometrists can create practices that are not only more efficient and profitable but also better equipped to meet the diverse needs of their patients. The synergy between optometrists and opticians represents a forward-thinking approach to eye care that benefits professionals and patients alike.

 

 

 

 

2024 Trevor Miranda

DR. TREVOR MIRANDA

Dr. Miranda is a partner in a multi-doctor, five-location practice on Vancouver Island.

He is a strong advocate for true Independent Optometry.

As a serial entrepreneur, Trevor is constantly testing different patient care and business models at his various locations. Many of these have turned out to be quite successful, to the point where many of his colleagues have adopted them into their own practices. His latest project is the Optometry Unleashed podcast.


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Revenue RX Optical Wins Podcast

In business, movement beats meditation. Here’s why doing something—even imperfectly—matters more than waiting for the perfect plan.

Hey, it’s Joe Mireault—and this episode of Revenue Rx is a reality check.

You’ve heard me say it before: success in optical retail isn’t just about what you know. It’s about what you do. And this time, we’re going deep on a topic that holds way too many optical business owners back—inaction.

I’ve seen it play out over and over again: someone opens an optical shop with all the right intentions, solid training, maybe even a few bold ideas. But then… nothing. They wait. They hesitate. They keep tweaking their plan, hoping for the perfect moment to launch a campaign, try a new window display, or rework their pricing strategy.

Here’s the brutal truth: the perfect plan doesn’t exist. And the longer you wait for one, the more opportunities you miss.

 

The Myth of “Ready”

When I launched my first store, I didn’t have all the answers. I didn’t have an MBA. I didn’t even have experience in retail when I got started. What I did have was a willingness to try things. Sometimes I failed. Often, I learned. But always—I moved.

And that’s the point of this episode. If you’re stuck waiting for conditions to improve or for inspiration to strike, you’re going to be waiting a long time. Meanwhile, someone else in your market is testing ideas, adjusting, and gaining ground.

 

You Don’t Need to Know Everything

I dive into the psychological side of business hesitation in this episode. For many of us—especially professionals in optometry or healthcare—we’re trained to value precision, certainty, and correctness. That’s great in the exam room. But in the business world? Done is better than perfect.

You don’t need a 40-page strategy to make progress. You need a next step. And the courage to take it.

 

Why Action Unlocks Clarity

One of the biggest myths in business is that clarity comes before action. In reality, clarity comes from action.

When you try something—whether it’s a promotion, a referral program, a new display—you generate data. You observe customer response. You gain feedback. And suddenly, the fog lifts.

In this episode, I share a few examples from my own journey, including the small but impactful moves that turned into major wins. Not all of them were revolutionary. Some were as simple as rearranging a window display or handing out branded coffee holders. But they sparked momentum. They told the community, “Hey, we’re alive. We’re evolving.”

 

Real Business, Real Momentum

You don’t need to swing for the fences with every initiative. In fact, many of my most effective changes came from low-cost, low-risk, quick-win actions. Things like:

  • Partnering with a local business for co-branded visibility
  • Changing how I acknowledged returning customers
  • Adjusting merchandising for better traffic flow
  • Offering a small, unexpected “thank you” gift at pickup

Each of these moved the needle a bit. And they gave me confidence. More importantly, they gave my customers a reason to take notice—and take action themselves.

 

Start Small—but Start

Here’s your call to action: If you’ve been sitting on an idea, launch it. If your store’s been coasting, shake things up. If your to-do list has grown stale, pick one thing and finish it this week.

In this episode, I give a few practical “starter actions” that require almost no budget but can create momentum immediately. They’re field-tested by me—and they work.

This isn’t about hustle culture or grinding 24/7. It’s about understanding a key truth in retail: customers can’t respond to ideas you never execute.

 

🎧 Tune In Now

Listen to Episode 18 of Revenue Rx if you’re ready to break the cycle of waiting and start building the business you know is possible.

Remember: movement breeds momentum. And in the retail world, that might just be your competitive edge.

Because standing still? That’s the most expensive choice of all.

 

 

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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Revenue RX Optical Wins Podcast

Hi, it’s Joe Mireault here—welcome to another episode of Revenue Rx: Optical Retail Wins. This one’s personal.

I want to talk about something that holds more business owners back than competition, budget, or the economy ever could. It’s that nagging gap between intention and execution. The ideas we get excited about—but never finish.

I call this the “Start-and-Stall” syndrome. And yes—I’ve had it too.

I used to think I was being careful, strategic even, by waiting to launch an idea until I got it just right. A new window display? I’d keep tweaking it. A loyalty program? I’d draft the plan… then sit on it. A new promotion idea? It stayed in my head.

What I didn’t realize is that this pursuit of “perfect” was actually paralyzing my progress. I was stuck starting—but rarely finishing.

 

From Perfect to Productive

Let me ask you this: how many ideas have you had that could’ve improved your business—if only you’d followed through?

For me, the turning point came when I realized that perfection is the enemy of profit. I had to learn to choose progress over polish, and get things out the door.

In this episode, I share some real stories about the projects I almost didn’t launch—and what finally pushed me to get them done. I’ll walk you through how shifting my mindset from “make it flawless” to “make it happen” helped me unlock growth, engagement, and yes—revenue.

Because the truth is, nobody pays for your potential. Customers don’t respond to unfinished ideas or invisible improvements. They engage with what’s real, what’s visible, and what’s working. That only happens when you finish what you start.

 

How I Got Unstuck

In this episode, I give you some of the practical systems and mental shifts that helped me stop procrastinating and start executing:

✅ The 80/20 rule – I began focusing on the 20% of efforts that actually drive 80% of results. Most of the time, I realized that my endless tweaks were in the 80% that didn’t move the needle.

✅ Block scheduling – I created dedicated time to complete initiatives, not just brainstorm. No emails. No distractions. Just me and the task.

✅ “Finish-to-start” thinking – Once I completed one project, the next one became easier. Momentum breeds momentum.

✅ Celebrate small wins – I made it a habit to pause and acknowledge what got done. That gave me the energy to tackle the next thing.

✅ Accountability – I told my team what I was working on. Suddenly, it wasn’t just a private plan—I had people waiting on me to deliver.

 

The Cost of Incompletion

Let’s be honest. Every project you don’t finish is a missed opportunity. An unfinished marketing plan doesn’t bring in leads. A half-executed customer appreciation idea doesn’t build loyalty.

Worse yet, those unfinished ideas start to weigh on you. They drain your focus, cloud your confidence, and slowly chip away at your momentum. I’ve seen so many optical retailers with brilliant ideas… that never leave the notebook.

So I’m here to remind you: execution is what separates ambition from success.

 

Start Small, But Start Finishing

Maybe your to-do list is 100 items long. Maybe you don’t even know where to begin. That’s okay. Don’t try to fix everything at once. Start with one thing. One promise to yourself: I’m going to finish this.

Don’t wait for the perfect time—it doesn’t exist. I used to think I needed more money, more time, more staff. What I really needed was less hesitation.

You don’t need to do it all. But if you start finishing what you start—even just one thing—you’ll feel the momentum. And that momentum is the foundation of a thriving optical business.

 

🎧 So here’s your prescription:

Hit play on Episode 17. Let’s talk about how to stop waiting and start doing. I promise it’s more than just a pep talk—it’s a practical push toward progress.

Because in business and in life, success doesn’t go to the smartest or the most creative—it goes to the ones who finish.

 

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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Revenue RX podcasts

Most optometrists didn’t go to school to become entrepreneurs, yet the moment they open or inherit a clinic, they’re thrust into that exact role. In this eye-opening episode of Revenue RX: Optical Retail Wins, we explore the mental and operational shift required to transform from clinician to confident business leader.

Host Joe Mireault breaks down the entrepreneurial mindset with honesty, humility, and hard-earned wisdom. Drawing on personal experience and industry insight, he walks through the traits that define successful practice owners—resilience, decisiveness, and adaptability—and shows how these qualities can be developed, even if you’re starting from a place of uncertainty.

 

Key Insight #1: Entrepreneurship Is Not Just a Title—It’s a Mindset

Joe starts by redefining what it means to be an entrepreneur in the eye care world. It’s not about owning a business on paper; it’s about leading it with purpose. That means taking initiative, managing risk, and developing the vision to drive long-term growth—not just survival.

Many ECPs find this leap daunting because it’s outside the structured and predictable nature of clinical care. But Joe argues that embracing this challenge is the only way to grow—not just financially, but personally and professionally.

 

Key Insight #2: Common Obstacles for ECP Entrepreneurs

Joe outlines four major roadblocks many eye care professionals face:

  • Sales & Marketing Aversion – Reframing sales as patient education can help overcome discomfort and boost conversions without compromising care.
  • Technology Hesitation – Staying current isn’t optional anymore. Outdated systems can erode efficiency and patient trust.
  • Financial Blind Spots – Many optometrists avoid the numbers, but solid HR, accounting, and KPI tracking are key to stability and growth.
  • Complacency – A steady income can breed stagnation. Joe emphasizes the importance of continuous reassessment and innovation.

Each of these hurdles is met with practical suggestions: from outsourcing HR tasks, to revisiting your pricing strategy, to using patient feedback to improve service delivery.

 

Key Insight #3: Developing a CEO Mentality

To truly lead a practice, Joe says optometrists need to “step back to step up.” That means carving out time to:

  • Set long-term goals
  • Monitor performance metrics
  • Stay informed on industry shifts
  • Delegate operational tasks to trusted team members

Adopting a CEO mindset doesn’t mean abandoning your clinical work. It means leveraging your role as a business owner to shape the future of your practice.

 

Call to Action: Embrace the Entrepreneur Within

Joe’s final message is one of empowerment: You don’t have to lose your clinical identity to become an entrepreneur—you just have to expand it.

By nurturing entrepreneurial habits, surrounding yourself with good advisors, and committing to continuous learning, you can future-proof your practice and find renewed purpose in your profession.

The journey won’t always be smooth, but it will be worth it.

🎧 Tune in now to hear the full story and start owning your entrepreneurial potential.

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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CL Drop outs

Canadian eye care professionals are facing a digital reality: most contact lens wearers are asking critical questions not in the exam room, but online. A new report from the Contact Lens Institute (CLI), Digital Discovery: Consumer Searches Reveal Contact Lens Realities, analyzes what consumers are typing into search engines and saying to voice assistants about contact lenses—and the results offer a clear blueprint for how practices can respond.

The 30-page report, based on U.S. and Canadian data from platforms including Google, TikTok, and major AI tools, is a wake-up call for optometrists and opticians looking to align clinical care with modern patient expectations.

 

Patients Are Searching—and They’re Not Always Waiting for You to Answer

According to CLI, 65% of contact lens-related searches are purchase-related, including price comparisons, brand queries, and “where to buy” questions. That means many patients are shopping and forming opinions before they step into your clinic—or perhaps instead of doing so.

Other frequent searches include:

  • “Are contact lenses cheaper than glasses?”
  • “How do I remove contact lenses?”
  • “Are contact lenses safe?”
  • “Best lenses for dry eyes”

These questions reflect not only curiosity, but barriers to wear, gaps in education, and uncertainty around clinical guidance.

 

Digital First Means Clinical Must Follow

With more than 60% of searches coming from mobile devices—and nearly 1 in 5 initiated by voice—it’s no longer optional to think about your online footprint. Patients may never click past page one of Google. According to CLI, 99.5% of users don’t go to the second page, and 50% click within nine seconds.

For Canadian practices, this raises urgent questions:

  • Is your website optimized for local search with terms like “eye doctor” or “contact lenses in [city]”?
  • Are your practice hours, phone number, and lens services easy to find?
  • Do you offer multilingual resources to reflect the linguistic diversity of your region?

These are not just marketing details—they are gateways to trust and retention.

 

Proactive Conversations Win Over Passive Patients

CLI’s findings show that practices should be initiating multi-point conversations about contact lenses—starting during the exam, reinforced in the optical area, and followed up post-visit.

Many patients are comparing pricing to online retailers, who often promote post-rebate prices that appear lower. If clinics only quote the “box price,” they may be losing business before the conversation even starts.

CLI Visionaries recommend:

  • Clearly showing patients rebate-adjusted pricing
  • Providing printouts or follow-up emails with their pricing options
  • Offering online reordering through the clinic’s own portal
  • Highlighting insurance coverage, convenience, and service quality advantages

 

Insertion Is Taught. Removal Is Searched.

Perhaps the most surprising insight in the report is how often patients search for help with removing their contact lenses—2.5 to 4 times more often than for insertion. TikTok and Google data both confirm this imbalance.

For Canadian eye care professionals, this means that in-office training and follow-up may need to be rebalanced. Consider:

  • Observing patients’ removal technique at follow-up
  • Providing access to short video tutorials
  • Asking specifically about I&R difficulties during check-ins

This small effort could reduce early dropouts, especially among neophyte wearers.

 

The “Glasses or Contacts?” Mindset Needs Changing

CLI’s data reveals that 84% of comparative online searches frame contact lenses as an “either-or” proposition, not a complementary tool to glasses. Despite the clinical and lifestyle value of dual wear, patients often don’t know this is an option.

This is an opportunity for Canadian ECPs to lead the conversation. Position lenses as:

  • An option for specific occasions or activities
  • A solution for lifestyle flexibility
  • A clinically supported alternative—not a replacement

Practices that routinely raise this discussion can boost satisfaction and unlock additional prescribing potential.

 

Embrace Multilingual and Multimodal Education

In Canada, CLI found that French and Chinese language searches related to contact lenses are notable—suggesting that multilingual patient resources could be a strategic advantage. Even small additions like translated web pages or appointment instructions can reinforce inclusivity and patient comfort.

Beyond language, consider where patients get their information: search engines, AI assistants, and social platforms. CLI advises that practices equip patients with clinically sound resources like The EASY Way (Eyes, Awareness, Safety & You) to offset misinformation.

Invite patients to bring up anything they’ve read or heard online—and welcome these questions as engagement opportunities.

 

Key Takeaways for Eye Care Professionals

The Digital Discovery report offers several takeaways worth implementing now:

✅ Review and update your local SEO and Google Business Profile
✅ Introduce clear, comparative pricing conversations
✅ Train all staff to recognize and support cost, comfort, and convenience concerns
✅ Offer removal technique support beyond the initial visit
✅ Position contact lenses and glasses as complementary—not competitive
✅ Localize your content—by language, region, and relevance
✅ Be ready to address AI-driven or social media-sourced questions

 

Conclusion: Stay Ahead by Meeting Patients Where They Start—Online

CLI’s latest research confirms what many ECPs have sensed: the patient journey now begins with a search query. But that doesn’t mean clinical expertise is less relevant—it means it must be more visible, more accessible, and more responsive.

By understanding what patients are searching for and why, Canadian eye care professionals can better align their practices with modern needs, improve outcomes, and ultimately foster stronger, more loyal relationships.

📘 Access the full report: Digital Discovery – CLI’s See Tomorrow Series

 


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Hand written letter ROI Corp article 2025

A professional awareness bulletin for practice owners navigating unsolicited purchase offers

A Personal and Confidential Envelope Arrives at your office.
It’s addressed to you, handwritten in blue ink.
A real stamp is affixed, not a machine-generated indicia.

Your receptionist, respecting the “Personal and Confidential” note, leaves it untouched.
It sits on your desk. Unopened. Days pass.

Eventually, you open it… and to your surprise, it’s not a complaint or concern.
It’s someone offering to buy your optometry practice.

You don’t know them. The letter is unsolicited. But it feels sincere.

Here’s the Reality:
These letters are increasing in frequency and sophistication.

Many of my clients share them during the appraisal process, believing they’ve landed the perfect buyer.

They’re excited. Yet behind the scenes, these letters are often mass-produced.
Generated by software, stuffed by students, and mailed with AI-generated envelopes to mimic authenticity.

Why It Matters:
There’s a new generation of buyers.
They’re savvy. Strategic and often, aggressive in their approach.
They research you online.

They profile you based on your graduation year or website and social media photos.
They visit your clinic as phantom patients—or send family members in for eye exams.
They gather intel on your policies, procedures, and even take photos of your space.
If you think this isn’t happening, think again.

The Motivation Behind the Letters:
These buyers aren’t looking to start from scratch.

They don’t want to associate, break even in 3–5 years, or join a corporate chain.
They want ownership. They want your practice.

And they’ll use every tool—digital or deceptive—to get it.

What Should You Do When You Get One?
1. Don’t be flattered too quickly.
2. Don’t reply in haste.
3. And certainly, don’t share sensitive information.

If you receive a letter like this, feel free to text us a photo at (416) 520-7420.
I’ll let you know if it’s a genuine opportunity—or just another well-dressed solicitation.

Protect Your Practice. Know Your Value.
Before making any decisions, get a professional valuation.
Empirical data gives you leverage—whether you work with a broker or not.

And remember:
The most dangerous buyer is the one who knows more about your practice than you do.

Have you received unsolicited letters? CLICK HERE – 10 second survey

Jackie Joachim, COO ROI Corp

JACKIE JOACHIM

Jackie has 30 years of experience in the industry as a former banker and now the Chief Operating Officer of ROI Corporation. Please contact her at Jackie.joachim@roicorp.com or 1-844-764-2020.


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