Finance | Wealth

Welcome to the Finance|Wealth section, a specialized resource tailored for eye care professionals in Canada. This category is designed to serve as your guide through the intricate financial landscape of the eye care industry. Here, you’ll find a wealth of informative posts penned by subject matter experts, each bringing their unique insights and deep knowledge of finance as it specifically applies to eye care practice.

Who’s on Your Giving List?

Discover smarter ways to give this holiday season. Learn from Dr. Roxanne Arnal, CFP, how charitable foundations and donor-advised funds (DAFs) provide tax efficiency, flexibility, and long-term impact for Canadians looking to build a philanthropic legacy.

The Financial Seasons of an Optometric Practice: Start-Up, Growth, Maturity & Succession

Discover the four financial seasons of an optometric practice—start-up, growth, maturity, and succession. Dr. Roxanne Arnal, CFP®, shares key strategies to manage cash flow, reinvest for growth, optimize profitability, and plan for a successful transition.

I HAVE AN STD! But Not That Kind.

By Timothy Brown | ROI Corp: Why do you need Short Term Disability? Canceling a week of work due to an unfortunate injury could cost $10,000 and more. Read my story!

Financial Planning for Your First Home

By Roxanne Arnal CFP®: Planning to buy your first home in Canada? Key strategies on budgeting, saving, and using tax-advantaged accounts like the FHSA, RRSP, and TFSA.

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 goals. Insights from Dr. Roxanne Arnal.

Market Got you Down? 4 Strategies for Managing Stock Market Volatility

Learn 4 smart strategies to manage stock market volatility, from diversification to long-term planning. Advice for Canadian investors navigating uncertain markets.

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