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.

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.

5 Principles of Cash Management

Discover 5 essential principles of cash management by Dr. Roxanne Arnal, CFP®. Learn how to review cash outflows, create a cash flow plan, build an emergency fund, control debt wisely, and save for the future to achieve long-term financial security and peace of mind.

7 Key Features to Look for in a Financial Advisor

Ensure your financial advisor meets these 7 essential criteria, from fiduciary duty to specialized expertise, for a comprehensive and personalized financial plan.

Understanding the 4 D’s of Maximizing After-Tax Income

Explore the 4 D’s—Defer, Deduct, Differentiate, Divide—to strategically reduce your tax burden and secure future finances.

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 a savings account would be considered risk free.

5 Reasons You Need a Will

Many young doctors burdened by student debt often postpone addressing critical aspects of wealth management. Roxanne Arnal gives you 5 reasons you need a will earlier than you think.

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