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Practical Budgeting to Achieve Your Goals

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 * This webinar was originally broadcast on December 14, 2016 * Watch the Webinar Additional Resources Practical Budgeting to Achieve Your Goals - presentation slides (PDF) The [...]

HST: What the Chiropractor Needs to Know

  Most chiropractors offer both HST-applicable and HST-exempt services and products. Tune into this webinar to sort through the nitty-gritty details of HST and chiropractic services and products in Ontario. Speakers SRJ Chartered Accountants * This webinar was originally broadcast on January 14, 2015 * Watch the Webinar Additional Resources Accounting and Finance Resources Harmonized Sales Tax (HST): What the Ontario Chiropractor needs to know Webinar MP3 Version How to Obtain an HST Refund (PDF) OCA [...]

Practical Budgeting to Achieve Your Goals

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 * This webinar was originally broadcast on December 14, 2016 * Watch the Webinar Additional Resources Practical Budgeting to Achieve Your Goals - presentation slides (PDF) The [...]

Financial Planning for Periods of Lost Income

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 [...]

Evidence-Based Financial Investing

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 [...]

Financial Planning for Periods of Lost Income (Rebroadcast)

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 [...]

Money Talk for New Chiropractors (Rebroadcast)

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 [...]

Summer Accounting and Tax Clean-up (Rebroadcast)

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 [...]

Money Talk for New Chiropractors (Rebroadcast)

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 [...]

Financial Planning for Your Retirement

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 [...]