Waterloo Eye Institute

From November 15 to November 17, the Waterloo Eye Institute (WEI) hosted an exceptional event in Markham, Ontario, offering an engaging mix of continuing education (CE) and industry networking opportunities for optometric professionals. Over three days, attendees participated in 20 hours of COPE-accredited CE sessions for optometrists and 6 hours of tailored CE programming for optometric assistants.

The event also included a three-hour trade show on Saturday, featuring more than 30 industry-leading exhibitors showcasing the latest innovations in eye care products and technologies. NextGEN OD Canada Student Ambassadors attended the show

Highlights from the Distinguished Lecture Series

Dr. Etty Bitton: On Friday, Dr. Etty Bitton delivered the prestigious Woodruff Distinguished Lecture, presenting on the differential diagnosis of anterior blepharitis.

A celebrated expert in tear film physiology and dry eye, Dr. Bitton holds a Doctorate in Optometry from the University of Waterloo and a Master’s in Physiological Optics from the Université de Montréal. Currently a full professor and director of the Dry Eye Clinic at the École d’optométrie, she has been a leader in dry eye research and a contributor to global initiatives like TFOS DEWS II. Her presentation was a tribute to Dr. Emerson Woodruff’s legacy, whose contributions helped shape optometry education and research at the University of Waterloo.


Dr. Donald Hood:
On Saturday, Dr. Donald Hood took the stage to deliver the 33rd Bobier Distinguished Lecture, titled A Novel Approach to Identifying Glaucoma Based on a Large Real-World OCT Database from Optometry Cases.

Dr. Hood, Professor Emeritus at Columbia University, is a renowned figure in retinal and optic nerve disease research, with nearly 400 publications and numerous accolades, including an honorary degree from SUNY College of Optometry. His lecture honored Dr. Clair Bobier’s pioneering vision for integrating scientific research into optometry education, further solidifying the importance of evidence-based practice in the profession.

Networking and Innovation at the Trade Show

Saturday’s trade show provided a bustling platform for attendees to explore cutting-edge technologies and services from over 30 exhibitors. This interactive session fostered connections between practitioners and industry leaders, further supporting the WEI’s mission of advancing patient care and optometric education.

NextGEN OD Student Ambassadors, Sara Baig and Shreya Jain, supported Clinical & Refractive Optometry during the 3-hour trade show.

Engaging Panel Discussions

The event concluded on Sunday with a dynamic “Rapid Fire Panel Discussion” on advanced scleral imaging and specialty contact lens technology. Moderated by Drs. Chelsea Bray, Shalu Pal, and Vishakha Thakrar, the panel provided practical insights and innovative approaches to enhancing patient outcomes through emerging lens technologies.

Looking Ahead

The success of the WEI’s November event underscores its commitment to fostering collaboration, education, and innovation within the optometric community. With initiatives like these, the WEI continues to pave the way for advancements in vision science and patient care, benefitting practitioners and patients alike across Canada.

 


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NextGenOD podcast

In this inspiring episode of the NextGEN OD Podcast, hosts Amrit and Alexa sit down with Dr. Ritesh Patel, a Toronto-based optometrist and industry leader, to discuss the transformative power of mentorship and the journey of building a private practice. With an impressive career that spans the U.S. and Canada, Dr. Patel brings invaluable insights for optometry students and new graduates alike.

Key Highlights:

  • The Importance of Mentorship: Dr. Patel emphasizes how mentorship accelerates professional growth by offering guidance, reducing common missteps, and providing a broader perspective on career development.
  • Qualities of a Great Mentor: Practical advice on identifying mentors who align with your values and goals, ensuring the relationship fosters confidence and empathy.
  • Private Practice Insights: Dr. Patel shares his journey of establishing his own practice, overcoming challenges, and creating a welcoming, patient-centered environment that reflects his personal vision.
  • Building Connections: Tips for students and young optometrists on how to seek out mentorship opportunities through networking at events and conferences.
  • The Role of Fun and Authenticity: From giving patients sour keys to playing eclectic music, Dr. Patel highlights the importance of creating a unique and enjoyable experience for both patients and practitioners.
  • Advice for Aspiring Practice Owners: Encouragement for new graduates to embrace imperfection, leverage mentorship, and take gradual steps toward building a successful private practice.

This episode is a must-listen for anyone navigating the path from optometry student to thriving professional. Tune in now on your favorite podcast platform to hear Dr. Patel’s full story and practical advice!

Your Hosts:

  • Amrit Bilkhu, OD, FAAO, FOVDR
  • Dr. Amrit Bilkhu graduated from the Illinois College of Optometry in 2019 and completed a Vision Therapy & Rehabilitation residency program at UC Berkeley School of Optometry in 2020. She is a fellow of the American Academy of Optometry and the Optometrists in Vision Development and Rehabilitation. Dr. Bilkhu owns her private practice, Northern Sight Optometry, in Vaughan, Ontario. In her spare time, she serves as a board member for Vision Therapy Canada, writes articles for optometry blogs, and shares her knowledge on her professional social media page.
  • Alexa Hecht, OD
  • Dr. Alexa Hecht obtained her Doctor of Optometry from the University of Waterloo in 2021. She currently practices at Bayview Vision in Toronto, Canada, where she enjoys seeing patients of all ages and has a clinical interest in dry eye disease and ocular aesthetics. Dr. Hecht has a significant social media following on Instagram and TikTok, where she aims to educate the public about the importance of eye health and clean beauty habits. She is passionate about inspiring and mentoring the next generation of optometrists.

Future Focus is proudly sponsored by Eye Recommend.

Eye Recommend - Exclusive SponsorEye Recommend is a dynamic network of independent optometrists dedicated to providing personalized, comprehensive eye care. They offer outstanding career opportunities across various optometry specialties, along with signing bonuses, mentorship programs, and access to exclusive world-class events and education. With a vast network of experts and clinics nationwide, they empower optometry students and recent graduates to build successful and fulfilling careers.


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two women shaking hands

In the service-oriented world of business, exceptional client service is vital. While technical expertise is important, the ability to connect with clients on an emotional level is what truly sets you apart. Emotional intelligence (EQ) is key to building these meaningful connections. By enhancing your EQ, you not only improve your professional abilities but also elevate the quality of service you deliver to your clients. Here’s how developing EQ leads to better client service:

  1. Enhanced Decision-Making for Client Needs

When you possess high EQ, you excel at making decisions that are both rational and emotionally attuned to your clients’ needs. By understanding their emotions and concerns, you can offer solutions that are not only effective but also resonate with them on a personal level. This fosters stronger client relationships and increases satisfaction, as clients feel heard and valued.

  1. Improved Client Relationships

Building and maintaining strong client relationships is essential for long-term success. High EQ allows you to connect with clients on a deeper level, fostering trust and mutual respect. When clients feel understood and appreciated, they are more likely to remain loyal and refer others to your services. Demonstrating empathy and understanding consistently creates a positive and memorable client experience.

  1. Increased Adaptability to Client Expectations

Client needs and expectations can change rapidly. Emotional intelligence provides the flexibility needed to navigate these changes effectively. Whether it’s adjusting to evolving requirements or handling unexpected challenges, high EQ enables you to stay calm, responsive, and solution focused. This ensures that clients receive the best possible service, regardless of the circumstances.

  1. Enhanced Communication with Clients

Effective communication is the foundation of excellent client service. With high EQ, you can convey your ideas clearly while understanding the emotions and concerns behind your clients’ words. This ensures that your communications are not only clear and concise but also empathetic and supportive, leading to better outcomes and stronger client relationships. Enhanced listening skills, a core component of EQ, help you fully understand your clients’ needs and respond in ways that meet their expectations.

  1. Better Stress Management for Client Satisfaction

Managing stress is crucial when working closely with clients, especially in high-pressure situations. High EQ equips you with the tools to manage your emotions, allowing you to stay composed and focused when challenges arise. This calm demeanor reassures clients, contributing to a positive experience and enhancing their overall satisfaction with your services.

  1. Delivering Consistent, High-Quality Service

By elevating your EQ, you position yourself to deliver consistent, high-quality service that meets or exceeds client expectations. The ability to manage relationships, adapt to changing needs, and communicate effectively ensures you can provide tailored solutions that genuinely benefit your clients. Consistency in service delivery not only strengthens client loyalty but also enhances your reputation as a reliable and professional service provider.

Elevating your emotional intelligence isn’t just about personal or professional growth—it’s about providing the best possible service to your clients. By improving your decision-making, communication, adaptability, and stress management, you offer a level of service that stands out in today’s competitive market. This professional edge keeps clients satisfied, loyal, and willing to refer others to your business.

Ready to elevate your client service to the next level?
Visit www.emotionalintelligenceconsultinginc.com to explore available trainings and discover how enhancing your EQ can transform your client interactions and boost your business success. Don’t just meet expectations—exceed them with the power of emotional intelligence.

 

Jade Bodzasy

Jade Bodzasy

Jade Bodzasy, Founder of Emotional Intelligence Consulting Inc., is a dedicated Coach and Consultant for Optometric Practices. Her extensive background includes over 20,000 hours of expertise focused on customer relations, work structure refinement, training method development, and fostering improved work culture within Optometric practices.

Certified in Rational Emotive Behavior Techniques (REBT), Jade possesses a unique skillset that empowers individuals to gain profound insights into the origins of their behaviors, as well as those of others. Leveraging her certification, she equips optometry practices with invaluable resources and expert guidance to establish and sustain a positive, healthful, and productive work environment.


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Revenue RX Optical Wins Podcast

By Joseph Mireault
Optical Retail Entrepreneur, Podcast Host, Certified Business Coach

In this episode of Revenue RX: Optical Retail Wins, I explore how simple, grassroots ideas can unlock new opportunities for your business—no complicated SEO, website tricks, or expensive social media campaigns required.

Sure, those digital tools are important, but sometimes the most effective strategies are right in front of us. Innovation isn’t reserved for the tech-savvy; it’s about being curious, thinking differently, and taking the time to notice opportunities around you.

Listen to this episode now

Discovering Opportunities Next Door

One of my favorite lessons in innovation started with a vacant storefront next to my optical shop. For months, the empty space was doing me no favors. But one day, during one of my walkabouts, I stumbled across a nail salon struggling in a nearby, run-down building. They were always busy, fully booked, and operating on a month-to-month lease.

I saw an opportunity. I armed the salon owners with information about the vacant space next to my store, helped them negotiate better terms with the landlord, and within 60 days, they had moved in. This wasn’t just luck—it was a deliberate move to create a synergy between our businesses. Their clientele, mostly women aged 35-65, overlapped perfectly with my customer base.

We took it a step further: I provided the nail salon with discount vouchers to hand out to their customers, encouraging them to visit my optical shop. I also placed signage on the salon’s back entrance, leading to a shared parking lot, with exclusive offers for their clients. This simple partnership brought in new customers without the need for expensive ads—just a bit of legwork and old-school marketing.


Leveraging Hotel Room Directories

Another opportunity came from the two hotels within a block of my store. Hotel directories often feature local business ads and promotions, but none of my competitors had taken advantage of this space. So, I approached the hotels with a proposition: I’d be the exclusive optical business in their directories.

Many hotel guests stay long enough to purchase new eyewear, and for those who didn’t, we offered free shipping. It was a low-effort, high-reward strategy—tapping into a new customer base with minimal expense. Innovation doesn’t need to be groundbreaking; sometimes it’s just about being the first to notice an overlooked opportunity.


Cross-Promotion with Hearing Services

My next big win came from recognizing the connection between vision and hearing. I noticed that many of my older customers could benefit from hearing screenings. Instead of setting up a hearing business myself, I partnered with a local hearing company that needed a place to conduct tests.

We set up a small hearing booth in the back of my store and advertised free screenings on our windows and sidewalk signs. The hearing company paid a monthly fee for the space, and I gained foot traffic from people seeking hearing tests—most of whom also wore glasses. It was a win-win. When the original hearing company pulled out, I quickly partnered with another one, ensuring the continuity of the service.

This collaboration didn’t require hiring new staff or investing in expensive equipment—just a bit of creative thinking. It was about staying in my lane while leveraging partnerships to increase customer visits.


Empowering Customers with a Photo Comparison Studio

One day, I noticed customers taking selfies while trying on frames, but they struggled to compare multiple looks. I invested in a specialized camera system that displayed four images side-by-side, allowing customers to see themselves from different angles. It also featured easy-to-understand content about lens coatings and eye health.

This simple setup, which I called the “studio,” transformed the shopping experience. Customers could sit comfortably, compare their looks, and feel empowered to make informed decisions. This wasn’t just about selling glasses—it was about enhancing trust and building customer confidence. The ROI from this interactive tool was immediate, paying for itself almost daily.


Innovation: A Continuous Process

Innovation isn’t complicated—it’s about trying new things and acting on ideas. It’s not enough to have good ideas; execution is what sets successful businesses apart. Whether it’s moving in a new neighbor, advertising in hotel directories, or partnering with a hearing company, the key is staying curious and open to opportunities.

I learned early on that holding onto ideas without sharing them stifles growth. As a kid, I was told, “He who tells all he knows, knows little.” But I’ve found the opposite to be true—when we share what we know, we create opportunities for others to share with us, and we all benefit.


In this episode of Revenue RX, I remind you that what got you here today won’t get you where you want to go tomorrow. To grow, you need to keep innovating. Innovation isn’t always high-tech; it’s about seeing what’s already around you, reframing problems, and finding solutions in unexpected places.

Tune in to this episode for more insights, and stay tuned for future episodes where I’ll explore the power of trust, communication, and image in driving conversions. Because at the end of the day, innovation is simply doing new things.

Joseph Mireault

Joseph Mireault

Joseph Mireault, Optical Entrepreneur, Business Coach, and Published Author.

Joseph was the owner and president at Tru-Valu Optical and EyeWorx for 16 years. During his tenure, he consistently generated a sustainable $500K in annual gross revenue from the dispensary.

He now focuses on the Optical industry, and as a serial entrepreneur brings extensive experience from a variety of different ventures.

Joseph is also a Certified FocalPoint Business Coach and looks to work directly with ECPs in achieving their goals.

Through his current endeavour, the (Revenue RX, Optical Retail Wins podcast) he shares the challenges and solutions of running an Optical business.

His insights are shared with optical business owners aspiring for greater success in his new book,  An Entrepreneur’s Eye Care Odyssey: The Path to Optical Retail Success.”  


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NextGenOD podcast

In the second episode of Future Focus: The NextGEN OD Canada Podcast, hosts Amrit and Alexa provide essential guidance for optometry students and new graduates navigating the job application and interview process. Drawing from their personal experiences, they share practical advice to help new optometrists make a lasting impression and secure the right opportunity.

Key Topics Covered:

  • The distinction between resumes and CVs, with tips on crafting a concise, visually appealing, and impactful resume
  • Techniques for showcasing unique clinical skills and making your personality shine through on paper
  • The importance of maintaining a professional LinkedIn profile and utilizing various job boards and association resources for career opportunities
  • Networking strategies, including how to engage with speakers, leverage professional events, and build valuable connections in the optometry field
  • Interview preparation tips: researching clinics, asking insightful questions, and understanding the art of negotiating contracts and compensation
  • The significance of following up with potential employers and assessing the overall fit of a job opportunity

Packed with actionable insights, this episode equips listeners with the confidence and tools needed to excel in their optometry career search. Don’t miss out on this practical guide to acing interviews and making the best career choices in optometry!

Your Hosts:

  • Amrit Bilkhu, OD, FAAO, FOVDR
  • Dr. Amrit Bilkhu graduated from the Illinois College of Optometry in 2019 and completed a Vision Therapy & Rehabilitation residency program at UC Berkeley School of Optometry in 2020. She is a fellow of the American Academy of Optometry and the Optometrists in Vision Development and Rehabilitation. Dr. Bilkhu owns her private practice, Northern Sight Optometry, in Vaughan, Ontario. In her spare time, she serves as a board member for Vision Therapy Canada, writes articles for optometry blogs, and shares her knowledge on her professional social media page.
  • Alexa Hecht, OD
  • Dr. Alexa Hecht obtained her Doctor of Optometry from the University of Waterloo in 2021. She currently practices at Bayview Vision in Toronto, Canada, where she enjoys seeing patients of all ages and has a clinical interest in dry eye disease and ocular aesthetics. Dr. Hecht has a significant social media following on Instagram and TikTok, where she aims to educate the public about the importance of eye health and clean beauty habits. She is passionate about inspiring and mentoring the next generation of optometrists.

Future Focus is proudly sponsored by Eye Recommend.

Eye Recommend - Exclusive SponsorEye Recommend is a dynamic network of independent optometrists dedicated to providing personalized, comprehensive eye care. They offer outstanding career opportunities across various optometry specialties, along with signing bonuses, mentorship programs, and access to exclusive world-class events and education. With a vast network of experts and clinics nationwide, they empower optometry students and recent graduates to build successful and fulfilling careers.


Sign up to the NextGEN OD Newsletter to get episode notifications and other updates from NextGEN OD Canada.


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Revenue RX Optical Wins Podcast

By Joseph Mireault
Optical Retail Entrepreneur, Podcast Host, Certified Business Coach

In this episode of Revenue RX: Optical Retail Wins, I explore how simple, grassroots ideas can unlock new opportunities for your business—no complicated SEO, website tricks, or expensive social media campaigns required.

Sure, those digital tools are important, but sometimes the most effective strategies are right in front of us. Innovation isn’t reserved for the tech-savvy; it’s about being curious, thinking differently, and taking the time to notice opportunities around you.

Listen to this episode now

Discovering Opportunities Next Door

One of my favorite lessons in innovation started with a vacant storefront next to my optical shop. For months, the empty space was doing me no favors. But one day, during one of my walkabouts, I stumbled across a nail salon struggling in a nearby, run-down building. They were always busy, fully booked, and operating on a month-to-month lease.

I saw an opportunity. I armed the salon owners with information about the vacant space next to my store, helped them negotiate better terms with the landlord, and within 60 days, they had moved in. This wasn’t just luck—it was a deliberate move to create a synergy between our businesses. Their clientele, mostly women aged 35-65, overlapped perfectly with my customer base.

We took it a step further: I provided the nail salon with discount vouchers to hand out to their customers, encouraging them to visit my optical shop. I also placed signage on the salon’s back entrance, leading to a shared parking lot, with exclusive offers for their clients. This simple partnership brought in new customers without the need for expensive ads—just a bit of legwork and old-school marketing.


Leveraging Hotel Room Directories

Another opportunity came from the two hotels within a block of my store. Hotel directories often feature local business ads and promotions, but none of my competitors had taken advantage of this space. So, I approached the hotels with a proposition: I’d be the exclusive optical business in their directories.

Many hotel guests stay long enough to purchase new eyewear, and for those who didn’t, we offered free shipping. It was a low-effort, high-reward strategy—tapping into a new customer base with minimal expense. Innovation doesn’t need to be groundbreaking; sometimes it’s just about being the first to notice an overlooked opportunity.


Cross-Promotion with Hearing Services

My next big win came from recognizing the connection between vision and hearing. I noticed that many of my older customers could benefit from hearing screenings. Instead of setting up a hearing business myself, I partnered with a local hearing company that needed a place to conduct tests.

We set up a small hearing booth in the back of my store and advertised free screenings on our windows and sidewalk signs. The hearing company paid a monthly fee for the space, and I gained foot traffic from people seeking hearing tests—most of whom also wore glasses. It was a win-win. When the original hearing company pulled out, I quickly partnered with another one, ensuring the continuity of the service.

This collaboration didn’t require hiring new staff or investing in expensive equipment—just a bit of creative thinking. It was about staying in my lane while leveraging partnerships to increase customer visits.


Empowering Customers with a Photo Comparison Studio

One day, I noticed customers taking selfies while trying on frames, but they struggled to compare multiple looks. I invested in a specialized camera system that displayed four images side-by-side, allowing customers to see themselves from different angles. It also featured easy-to-understand content about lens coatings and eye health.

This simple setup, which I called the “studio,” transformed the shopping experience. Customers could sit comfortably, compare their looks, and feel empowered to make informed decisions. This wasn’t just about selling glasses—it was about enhancing trust and building customer confidence. The ROI from this interactive tool was immediate, paying for itself almost daily.


Innovation: A Continuous Process

Innovation isn’t complicated—it’s about trying new things and acting on ideas. It’s not enough to have good ideas; execution is what sets successful businesses apart. Whether it’s moving in a new neighbor, advertising in hotel directories, or partnering with a hearing company, the key is staying curious and open to opportunities.

I learned early on that holding onto ideas without sharing them stifles growth. As a kid, I was told, “He who tells all he knows, knows little.” But I’ve found the opposite to be true—when we share what we know, we create opportunities for others to share with us, and we all benefit.


In this episode of Revenue RX, I remind you that what got you here today won’t get you where you want to go tomorrow. To grow, you need to keep innovating. Innovation isn’t always high-tech; it’s about seeing what’s already around you, reframing problems, and finding solutions in unexpected places.

Tune in to this episode for more insights, and stay tuned for future episodes where I’ll explore the power of trust, communication, and image in driving conversions. Because at the end of the day, innovation is simply doing new things.

 

 
Joseph Mireault

Joseph Mireault

Joseph Mireault, Optical Entrepreneur, Business Coach, and Published Author.

Joseph was the owner and president at Tru-Valu Optical and EyeWorx for 16 years. During his tenure, he consistently generated a sustainable $500K in annual gross revenue from the dispensary.

He now focuses on the Optical industry, and as a serial entrepreneur brings extensive experience from a variety of different ventures.

Joseph is also a Certified FocalPoint Business Coach and looks to work directly with ECPs in achieving their goals.

Through his current endeavour, the (Revenue RX, Optical Retail Wins podcast) he shares the challenges and solutions of running an Optical business.

His insights are shared with optical business owners aspiring for greater success in his new book,  An Entrepreneur’s Eye Care Odyssey: The Path to Optical Retail Success.”  


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Young woman Optometrist

Not long ago, I had an insightful conversation with an optometry student, bursting with energy, excitement, and dreams of soon becoming a Doctor of Optometry. As we spoke, their passion for the field was clear, but so was a perspective that gave me pause: a somewhat paternalistic view of patient care.

This wasn’t a unique flaw but rather an understandable outcome of his eagerness to help. However, it sparked a much-needed dialogue about how we, as optometrists, empower patient’s choices or potentially limit them.

 

During our exchange, I saw his genuine concern over how he might come across as “pushing” patients toward expensive or unnecessary treatments. His trepidation mirrored a fear many young professionals face: being seen as a salesperson rather than a healthcare provider.

It was then I felt compelled to offer a candid reply: “We are not drug dealers; we are doctors.” Those words seemed to strike a chord, sparking a shift in our discussion, and brought into focus the essence of patient care—empowerment through informed choice.

 

Shifting the “Pushing” Paradigm

The student’s reluctance to recommend more expensive options, for fear of pushing patients, brought up key questions. Is it truly “pushing” when we present a range of solutions to improve patient outcomes?

Are we not duty-bound to educate our patients on the full scope of treatments available to them, from basic to advanced?

In our profession, it’s easy to shy away from discussions about cost, but doing so may lead to unintentional harm. By not informing patients of all their options, especially those beyond the immediate scope of our clinics, we risk depriving them of the chance to make the best decision for their vision and health.

This raises critical considerations:

  • Are we conscious of each patient’s financial situation?
  • Do we provide enough information to empower them to choose?
  • How do we ensure we are guiding without overwhelming?

It is imperative that we see these interactions not as sales opportunities but as moments to educate, guide, and empower.

 

The Power of Informed Choices

Every patient has the right to fully understand their condition and the possible interventions available to them—whether it be a simple corrective lens or a state-of-the-art treatment.

The notion of concealing the “best” or more expensive options can backfire. Without offering a comprehensive view, we may create an information void that limits the patient’s ability to choose freely and wisely.

Even worse, if the initial treatment fails, and the patient later discovers that advanced options existed all along, it can erode their confidence in both the doctor and the treatment process. Transparency builds trust, withholding creates doubt.

 

Educate Without Overwhelming

Patient education is the cornerstone of our profession, but it requires balance. Too much information at once can overwhelm, too little can misinform. To achieve this balance, I recommend blending both verbal explanations with digital or printed resources.

Additionally, for more complex conditions like Myopia Management, using a “drip” approach — introducing information gradually — can help patients absorb and understand their choices over time.

Early intervention is key, but so is presenting options in a way that patients feel empowered to choose. This dialogue is where we must excel.

 

Guide the Conversation, Not the Sale

There’s a fine line between presenting options and dictating choices. It’s not enough to offer a buffet of treatments and expect patients to navigate these options alone.

Our role is to guide them, present the full spectrum of treatments, and create a space for personalized dialogue.

In these moments, it’s essential to engage in meaningful conversation—one that considers their lifestyle, financial priorities, and health goals.

By doing so, we help them see beyond immediate costs and consider long-term benefits, ultimately allowing them to make the decision that feels right for them.

 

Case in Point: A Lesson in Offering Without Judgment

One patient stands out in my mind as a perfect example of why this comprehensive, judgment-free approach matters.

A woman who identified as low-income came into my clinic seeking solutions for her vision issues. During our discussion, I offered her several options, including a premium-priced treatment: contoured prism lenses.

Despite the cost, she ultimately chose the more expensive solution, drawn to the potential for better comfort and improved vision. Her results were nothing short of remarkable.

This experience reaffirmed for me that offering patients the best solutions, without presumption about their financial capacity, is key to empowering them to take control of their own care.

 

Be the Doctor, Not the Salesperson

At the heart of optometry is the doctor-patient relationship—a dynamic that is built on trust, information, and respect. We are not here to sell products, nor are we here to judge what a patient can or cannot afford. Our responsibility is to ensure that patients have the tools they need to make informed choices about their health.

By fostering an environment of open dialogue, presenting a full range of options, and respecting their autonomy, we do far more than treat their eyes. We empower them to take ownership of their vision and, in turn, their lives.

 

 

DR. TREVOR MIRANDA

Dr. Miranda is a partner in a multi-doctor, five-location practice on Vancouver Island.

He is a strong advocate for true Independent Optometry.

As a serial entrepreneur, Trevor is constantly testing different patient care and business models at his various locations. Many of these have turned out to be quite successful, to the point where many of his colleagues have adopted them into their own practices. His latest project is the Optometry Unleashed podcast.


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Dr. Thomas Jay Yung, an optometry partner with Specsavers

“With Specsavers taking care of a lot of the background business aspects, I can spend my effort on delivering a good patient experience.”  – Dr. Thomas Jay Yung, Optometry Partner

 

Since graduating from the University of Waterloo in 2019, Dr. Thomas Jay Yung has been practicing optometry full time in Calgary. In 2023, Dr. Yung took the plunge into partnership with Specsavers and clinic ownership. Now that he’s celebrated one year at his clinic located in Specsavers at Marlborough Mall, Dr. Yung shares how he’s finding business ownership and how Specsavers marketing is helping to bring in new patients.

 

Why did you choose partnership with Specsavers?

When I decided to become an optometrist, I had also decided that I would want to own my own practice as well. After I graduated, I began looking for opportunities to own a clinic but circumstances such as cost, and a lack of good opportunities prevented me from realizing that goal.

I heard about Specsavers from colleagues and co-workers around mid-2022. I decided to look further into partnership because I heard positive feedback from those who were already in the partnership process. When I learned more, it only reinforced the positives I had previously heard. I was convinced by the reasonable $25,000 entrance fee for the amount of help that I would get in starting up the Specsavers store. Not having to worry about those aspects really helped to minimize the stress that comes with opening a new independent clinic.

 

How’s business at Specsavers Marlborough Mall and your clinic?

So far, so good! I think collaborations with someone like Col. Chris Hadfield are worthwhile since it helps promote the importance of eye health from someone who is highly respected. The best results for my clinic have been from Specsavers’ marketing support prioritizing eye health, eye exams, and OCT messaging. That’s what seems to get people in our clinic. This past August was a record month for us, and it was a combination of reaching our one-year recalls, the summer being a busier time, and the great promotions Specsavers has for eyewear.

 

We’ve been making our name known throughout the community and have been getting plenty of positive feedback from patients. It’s by the patient experience that I would measure the success of my clinic. Ultimately, the team at Specsavers Marlborough Mall work together so that people can have quality eyecare, which will positively impact their quality of life. So, at the end of the day, if the patient is taken care of, I would call that a success. And judging by the feedback we have received over the past year – I would say that we’ve been very successful.

 

What’s been a highlight about opening your independent clinic?

Opening up my own clinic means that I’m able to run it the way I’d like to. My focus has always been on the patient experience and being in full control of that means that I have the freedom to do my best in that area.

My favourite part of being an optometrist is that I can make a positive difference in the lives of people every day. Seeing satisfied patients is what makes this job and the schooling I did all worth it. I believe in providing the best clinical care, giving honest recommendations, and doing it all for an affordable cost.

With Specsavers helping with a lot of the background business aspects, I can spend my effort on delivering a good patient experience.

 

Make the next move in your optometry career

Whether you have an existing business or you’re looking to start out, we have partnership options that could work for you. Our partnership team can tell you how.

Visit specsaverspartnership.ca

 

 


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Taxes C3 Wealth article

In recent years, the landscape of Canadian small business taxation has undergone significant changes, particularly concerning the small business deduction (SBD) and its interaction with passive income. Understanding these changes is crucial for small business owners who rely on the SBD to reduce their tax burden and promote growth.

What is the SBD?

The SBD is a tax benefit on the first $500,000 of active business income (ABI) in a Canadian-controlled private corporation (CCPC). This reduction is designed to help stimulate business growth and job opportunities.

The Tax Advantage of the SBD

The current combined federal and provincial corporate tax rate on income eligible for the SBD is 11% in Alberta. This represents a 12% tax savings compared with the general rate income pool (GRIP) tax of 23% on active income.

Changes in Corporate and Personal Taxation (2018)

In 2018, the Canadian tax system underwent significant adjustments aimed at achieving greater integration between business and personal taxation. This overhaul primarily affected business owners and their comparison to salaried individuals, creating a near-perfect tax alignment.

2018 Tax Changes Affecting the SBD

The 2018 federal budget introduced significant changes to the impact of passive income within corporations. If passive income exceeds $50,000 in a given year, a clawback* begins on the $500,000 of eligible ABI for the SBD.

Understanding Passive Income

Passive income includes interest, dividends, and capital gains. The taxable portion of these forms of income is termed adjusted aggregate investment income (AAII).

How is Corporate Passive Income Taxed?

Following the 2018 tax changes, corporate passive income as AAII is currently taxed at a rate of 46.7% in Alberta (combined federal and provincial rate).

The Tax Impact is Greater after June 25, 2024

In 2018, at the time of “near perfect integration” the capital gains inclusion rate was 50%. This means that 50% of the gain was deemed taxable as AAII. On June 25, 2024 the capital gains inclusion rate for corporations was increased to 66.7%, making it easier to surpass the $50,000 threshold, thereby affecting SBD eligibility.

How SBD Erosion Works

For every dollar of ABII that exceeds the $50,000 threshold, SBD eligibility is reduced by $5*. Once passive income surpasses $150,000 in any given year, the entire SBD on active income is eliminated.

Example of SBD Erosion in Alberta

Consider a scenario where a corporation has $500,000 in taxable active business income. Without any investment income, the corporate tax bill would amount to $55,000.

If this corporation also has $100,000 of ABII**, which exceeds the $50,000 threshold, the SBD rate of 11% will apply only to $250,000 of active income, with the remaining $250,000 taxed at the GRIP rate of 23%.

SBD Tax on $250,000: $250,000 × 11% = $27,500

General Rate Tax on $250,000: $250,000 × 23% = $57,500

Total Tax Bill on Active Income = $85,000 which is $30,000 MORE than if the corporation had passive income less than $50,000!

**this example does NOT include the tax bill on passive income. To see examples for other provinces and the tax on passive income visit our website to access a simple calculator.

A Complex Conversation

Navigating investment and divestment strategies within your corporation has become increasingly complex due to ongoing tax changes. A holistic financial plan that integrates both business and personal aspects of your wealth and taxation is essential to empower you in your financial journey.

It is never too early or too late to initiate your financial planning. Contact us at 780-261-3098 or email (Roxanne@C3wealthadvisors.ca) to set up your next conversation.

 

*Note: Ontario, Quebec and New Brunswick provincial tax calculations do not mirror the federal rules for the SBD clawback.

 

Roxanne Arnal is a CFP®, former Optometrist, Professional Corporation President, and practice owner. Today she is on a mission to Empower You & Your Wealth with Clarity, Confidence & Control.

These articles are for information purposes only and are not a replacement for personal financial and tax planning. Individual circumstances and needs vary. Errors and Omissions exempt.

 

ROXANNE ARNAL,

Optometrist and Certified Financial Planner

Roxanne Arnal graduated from UW School of Optometry in 1995 and is a past-president of the Alberta Association of Optometrists (AAO) and the Canadian Association of Optometry Students (CAOS).  She subsequently built a thriving optometric practice in rural Alberta.

Roxanne took the decision in  2012 to leave optometry and become a financial planning professional.  She now focuses on providing services to Optometrists with a plan to parlay her unique expertise to help optometric practices and their families across the country meet their goals through astute financial planning and decision making.

Roxanne splits EWO podcast hosting duties with Dr. Glen Chiasson.


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Revenue RX Optical Wins Podcast

By Joseph Mireault
Optical Retail Entrepreneur, Podcast Host, Certified Business Coach

How do you attract more customers to your optical store? The answer might be right in front of you. In this episode of Revenue RX: Optical Retail Wins, I’m sharing insights from my journey in the optical retail world—and beyond—that helped me uncover hidden opportunities. You don’t need to reinvent the wheel to make a difference in your business.

Sometimes, the smallest changes, if done with intention, can yield the biggest results.

Listen to this episode now

 

When I took over the store, I wasn’t just facing competition—I had eight other optical stores on the same street. Outspending them wasn’t an option, but out-thinking them was.

I wasn’t an optician or an optometrist; I was an entrepreneur, and I knew my first challenge was visibility. One rainy day, a bright yellow DHL truck drove by, and I thought, You can’t miss that thing! That’s when the idea hit me: if the truck can grab attention, why not the store? I got permission from the landlord, bought the paint, and turned the store into a bright yellow beacon.

Innovative (and Cost-effective) Marketing
But I didn’t stop there. I had a yellow Toyota FJ Cruiser at the time, and I figured, why not turn my car into a rolling advertisement? I wrapped it with the store’s name, address, and phone number, and suddenly, my daily commute became a mobile billboard. Every day, as I drove the same route my customers took, I was marketing the business—creating impressions, rain or shine, without lifting a finger.


Foot traffic was another challenge. There was a busy bus stop right outside the store, but it faced away from the building, with people lining up with their backs to me. Across the street were parking meters, and I saw an opportunity. Every morning, I parked my branded yellow SUV at one of those meters.

For just $4 a day, I had a prime advertising spot—right where people waiting for the bus could see it, and directly across from my competitors. It was far cheaper than a bus stop poster, and it gave me visibility all day long.

Even with all these efforts, I quickly learned that just being visible wasn’t enough. One day, I asked a passerby if they knew where the nearest optical store was. They looked confused and said, “No idea.” They had just walked right past my store—past the bright yellow paint, the sandwich board sign, and even a bus stop poster. That’s when I realized I needed something extra, a small touch to tie everything together.


One day, I saw a party nearby with someone carrying a helium balloon, and I thought, That’s it! A balloon catches the eye like nothing else. So I tied a bright balloon to my sandwich board outside the store. The effect was immediate. People who had missed the sign before now noticed it, and once their attention was on the balloon, they saw the board, the yellow store, and everything else. It was all connected. When I asked someone again where the nearest optical store was, they pointed right at my place and said, “It’s the one with the balloon!”


This episode is packed with lessons from moments like these—ways I found to stand out without breaking the bank. I didn’t just rely on paint and balloons. I also built innovative marketing partnerships.

I also learned the value of taking advantage of slow economies. During the recession, other businesses cut back on marketing, but I doubled down.

Running a business isn’t easy, and I know how tempting it can be to get stuck in the day-to-day operations. But I focused on working on my business, leaving my well-trained staff to handle customer care so I could keep coming up with new ways to attract customers. It’s all about staying creative and finding your own “balloon”—that one thing that makes your store stand out and draws people in.

Because what got you here today won’t get you where you want to go tomorrow.

Keep your eyes wide open, stay creative, and remember—innovation is simply doing new things.

 

 
Joseph Mireault

Joseph Mireault

Joseph Mireault, Optical Entrepreneur, Business Coach, and Published Author.

Joseph was the owner and president at Tru-Valu Optical and EyeWorx for 16 years. During his tenure, he consistently generated a sustainable $500K in annual gross revenue from the dispensary.

He now focuses on the Optical industry, and as a serial entrepreneur brings extensive experience from a variety of different ventures.

Joseph is also a Certified FocalPoint Business Coach and looks to work directly with ECPs in achieving their goals.

Through his current endeavour, the (Revenue RX, Optical Retail Wins podcast) he shares the challenges and solutions of running an Optical business.

His insights are shared with optical business owners aspiring for greater success in his new book,  An Entrepreneur’s Eye Care Odyssey: The Path to Optical Retail Success.”  


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