Upcoming Events

A financial crash course in: picking stocks the easy way; how a financial adviser can help; how to control your biases; and what studies show about how to increase investment returns. Speaker Saeed Ally, CIM, CFP, B.Sc., IA Securities Inc. Watch Webinar https://youtu.be/pOuWduq8YTE Related Webinars Understanding Investments Money Talk for New Chiropractors Financial Planning for your Retirement Practical Budgeting to Achieve Your Goals Your Financial Journey: What to Focus on and When Additional [...]

As a self-employed clinician, it is important to be financially prepared. Learn how to plan and maintain a safety net in the event of income loss. Whether it’s a planned pregnancy, injury or retirement, having a plan in place now will make all the financial difference in your future. Speaker: Saeed Ally, CIM, CFP, B.Sc., IA Securities Inc. Watch the Webinar Additional Resources Ebook: 7 Questions You Need to Ask Your Advisor Reach out [...]

Welcome to life as a chiropractor! In your first five years in practice, you may be paying off school debt, looking for employment, deciding where to live, or thinking about starting a family. This webinar will help you navigate early career decisions that can strengthen your financial future. Speaker Saeed Ally, CIM, CFP, B.Sc., IA Securities Inc. * This webinar was originally broadcast on September 30, 2016 * Watch the Webinar Additional Resources OCA Resources for [...]

As summer approaches, take advantage of the time to get your financial records up-to-date. This webinar reviews major accounting and tax considerations you should address at least once a year. Speaker Kevin Fok, SRJ Chartered Accountants * This webinar was originally broadcast on June 07, 2017 * Watch the Webinar Downloads Summer Accounting and Tax Clean-Up - Presentation Slides (PDF) Additional Resources OCA Resources for Accounting & Finance Related Webinars HST: Real Case Scenarios GST/HST Rules [...]

Welcome to life as a chiropractor! In your first five years in practice, you may be paying off school debt, looking for employment, deciding where to live, or thinking about starting a family. This webinar will help you navigate early career decisions that can strengthen your financial future. Speaker Saeed Ally, CIM, CFP, B.Sc., IA Securities Inc. * This webinar was originally broadcast on September 30, 2016 * Watch the Webinar Additional Resources OCA Resources for [...]

Thinking about retiring within the next 15 years? If so, you're probably thinking about all the financial and business aspects of selling, transitioning and retiring from your practice. Join us to get an overview of this topic, and how you can find more help. Speaker(s) Saeed Ally — Manulife Securities Original Broadcast May 10, 2016 Watch Webinar Additional Resources Practice the Long Game: Preparing for Practice Sales & Retirement Tax Implications of Dissolving or [...]

How to prepare and react to economic difficulties. We can't always predict when things like a viral outbreak, recession, or other economic shock happens. But we can be prepared for them when they eventually occur. Tough times don't last! Let's talk about how to make sure you do. We won't be going through government programs in detail, but we will discuss what you can do as a professional and business owner with your savings and [...]

Guest speaker Shayan Rashid, CPA, CA will discuss financial supports available to chiropractors through various federal and provincial programs to date. Ongoing updates to financial relief programs have resulted in confusion about what programs are applicable to chiropractors and if they meet the right qualifications. A review of the various loan options available to business owners will also be covered. Speakers Shayan Rashid, CPA, CA SRJ Chartered Professional Accountants Watch Webinar Resources Alleviating Worry [...]

Living within your means is essential to financial stability and success, but traditional budgeting can be tedious and ineffective. Join us to learn a practical method to keep your budget in check that fits with your life and future goals. Speakers Saeed Ally, The Heritage Group – Manulife Securities Watch the Webinar Additional Resources Practical Budgeting to Achieve Your Goals - presentation slides (PDF) The Jar Budget – Microsoft Excel Template Habit Change Worksheet [...]

Find out how to convert a sole proprietorship into a corporation in Canada. Limited Liability Protection and Lower Corporate Tax Rate are explained thoroughly in this webinar. Speaker Shayan Rashid, CPA, CA, SRJ Chartered Accountants Original Broadcast May 2, 2019 Watch Webinar Additional Resources Information and resources for incorporating a practice (OCA Legal) Downloads When to Incorporate a Practice: Converting a Sole Proprietorship to a Corporation (Webinar Slides)