Upcoming Events

Save Time and Money: Automating Your Clinic Payroll and Bookkeeping

Our good friends at SRJ Chartered Accounting will help you uncover the advantages of automated bookkeeping! This webinar will discuss increasing efficiency, reducing errors, real-time data access and cost savings for your practice. Speaker(s):  Christine Duggan CPA, CA, Sr. Manager, SRJ Chartered Accountants Original Broadcast: February 28, 2024 Watch the Webinar

Mortgage Renewals and the Home-Buying Process

The decision to buy a home is one of the most important decisions you will ever make, and the process is complicated and comes with its own rules and language, even when renewing your current mortgage. It's imperative you understand all the ins and outs so you can avoid surprises and ensure you get the best available home for your needs and budget. This session will introduce the basic knowledge required to finance/purchase a home [...]

Wills and Estate Planning

Join the Enriched Academy team for a very practical, easy-to-understand explanation of wills and estate planning. Dying without a will leaves a huge mess behind for your loved one to clean up and can create all sorts of issues that you never intended. The team will show you why everyone should have a will (62% of Canadians don't) and also how easy and cost-effective it is to get one. In fact, everyone who attends this [...]

Minimizing Tax Pain for OCA Business Owners

Join our financial education partners, Enriched Academy with SRJCA to learn how to take advantage of all the available deductions and benefits available to small business owners. Learning Outcomes: a. How to fully utilize available tax deductions and credits. b. Audit triggers and valuable tips for record keeping. c. When a small business should incorporate and why. Speaker SRJ Chartered Accountants and Enriched Academy Original Broadcast June 21, 2023 Watch the Webinar

Building Your Retirement Dream: How to Create Wealth & Sustainable Retirement Income

The webinar will help you understand how to minimize the risk of depleting your savings during retirement, how to use your corporation to generate retirement income, and how to plan for long-term care and medical expenses in retirement. It will also touch on optimizing tax strategies and making informed decisions regarding your CPP and OAS benefits. Presenter Richard Skeels - Wealth Advisor, CIBC Original Broadcast June 12, 2024 Watch the Webinar

Money Smarts & Financial Habits to Teach your Teenager

Financial habits are formed early, and it is difficult to change later in life, which makes the teenage years a great opportunity to get your kids on track for a lifetime of sound financial decision making. If you are a little lost about what to teach your teens when it comes to money or want to save them the experience of learning about financial mistakes the hard way (sometimes with serious, lasting repercussions), make sure [...]

Financial Statements 101

Financial statements are not just for accountants or taxes, they are a very important tool for entrepreneurs. Understanding the basics of financial statements will allow you to build a business that thrives financially. In this webinar, you will learn about the different types of financial statements and how they can support you in understanding how your business is performing. It will teach you how to use financial statements as a tool to improve your profitability [...]

How to Manage Student Loans (LIVE)

Education is a great investment, but the cost can have a significant effect on your post-graduation lifestyle and financial situation. If you have a student loan or you (or your kids) are considering one, this session will help you understand the impact and obligations. You'll also learn the dangers of mismanaging your student loan, the top 5 student loan mistakes and how to avoid them, and tips to pay off your loan quickly! Presenter(s) Natalie Joy [...]

The Importance of Financial Wellness (LIVE)

Financial Stress is an issue impacting so many Canadians and you as OCA Members are included. We are excited to host a session on Financial Wellness offered by Heather Coleman, MBA of Enriched Academy and recent TEDx Speaker. In this session, Heather will be highlighting why financial wellness matters, addressing some money myths and how they can impact us and teaching fundamental skills to help make your financial wellness a priority. Presenter Heather Coleman, Enriched Academy Original [...]

How to Manage Cash Effectively (LIVE)

Cash is the lifeline of any business, and understanding how to manage cashflow well is the key to building a thriving business. This webinar will empower you to understand your cashflow in a way that allows you to sustain and grow your business. You will get hands on strategies that will allow you to improve your daily, monthly, and annual cash positions so that you always have cash available when you need it. Presenter Taheera [...]