Insurance Meets Investing: A Smart Strategy for Financial Growth

Discover how permanent life insurance can grow wealth, reduce taxes, and support optometrists' personal and practice ...

 

5 Principles of Cash Management

Discover 5 essential principles of cash management by Dr. Roxanne Arnal, CFP®. Learn how to review cash outflows, ...

 

There’s No Such Thing as Risk Free Investing

I often hear that Guaranteed Investment Certificates (GICs) are risk free because they protect your capital, much like ...

 

Six Mistakes to Avoid when Borrowing for Your Business

Sound advice from your eye care practice Financial Guru on borrowing to grow. Avoid these 6 common mistakes for the ...

 

Unlocking the Dream of Homeownership: The First Home Savings Account (FHSA)

The First Home Savings Account provides a unique opportunity for first-time home buyers. Do not overlook this ...

 

Active versus Passive Investing

Roxanne Arnal, Optometrist and Certified Financial Planner defines passive versus active investing and declares her ...

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