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.

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.

The Deep Fake – 7 Tips to Help Protect You from Scams & Fraud

With AI-driven scams on the rise, protecting yourself is more crucial than ever. Learn 7 essential tips from Dr. Roxanne Arnal, CFP®, to identify fraud, avoid financial traps, and safeguard your personal information.

Key Tax Deadlines

Stay ahead of the 2024 tax season with key deadlines for Canadians, including RRSP contributions, tax filing dates, instalment payments, and more. Ensure a smooth and timely filing process while maximizing benefits.

Tax Tips for Year End…and Beyond

Discover practical year-end tax planning strategies to optimize your finances. From capital gains and charitable donations to RRSPs and corporate strategies, explore tips for better tax efficiency now and beyond.

Small Business Tax Rate and Its Erosion with Passive Income

Discover how passive income impacts the small business tax rate in Canada, including changes to the Small Business Deduction (SBD) and strategies for managing corporate and personal tax planning.

View more

Sponsors