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.

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When Does the Cost Match the Risk?

Optometrists make risk decisions every day, often without naming them as such. Roxanne Arnal compares the cost of a refundable hotel booking with the relative cost of disability insurance, offering a practical way to think about which risks can be absorbed and which may be worth transferring.

Benefits of Niche Targeting: A Clearer Path for Optometrists and Their Finances

This article by Dr. Roxanne Arnal, CFP® ,CLU®, explores how niche targeting can help optometrists bring greater clarity to business decisions, support more predictable growth, and strengthen long-term financial planning.

Fraud Protection Needs a Slower Approach

Fraud is no longer easy to spot. In this article, Dr. Roxanne Arnal explains why optometrists and their teams need to slow down, verify requests independently, and build simple habits that reduce financial risk.

Money Fit: Financial Wellness for ECPs

Dr. Roxanne Arnal outlines how eye care professionals can become “Money Fit” through stronger cash flow management, strategic debt use, risk protection, emergency preparedness, and long-term financial planning.

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.

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