Stop the Financial Bleeding: Sealing the Hidden Inefficiencies in Your Practice

About this Seminar

Even successful practices can quietly lose money due to inefficiencies, underutilized capacity, ineffective supplies management, and poor capital expenditure planning. This high-impact session is tailored for dentists who suspect their practice could be more profitable but aren't sure which financial and operational metrics to focus on or how to fix them. A panel of experienced professionals will break down the most common (and costly) financial missteps seen in dental offices today.

Learning Objectives:

• How to identify operational inefficiencies that erode your margins


• Which financial and operational metrics are driving your practice


• Real-world examples of how small adjustments lead to major gains in profitability


• Strategies to improve efficiency and boost revenue

Who should attend:

Dentists who want to boost profitability, eliminate waste, and take a proactive approach to long-term financial resilience.

Presenters

About Shane Dewling, BA, CFP®, FMA®

Investment Planning Advisor, CDSPI Advisory Services Inc.

Shane Dewling is an Investment Planning Advisor who holds the CFP® and FMA® designations as well as a Bachelor of Arts degree. Shane has 20+ years of experience working with high-net-worth clients in the areas of tax planning, estate planning, retirement, and wealth management. Shane also has expertise helping dentists leverage their business assets through the incorporation or sale of their dental practice.

About Cindy Chiu, CIP

Professional Insurance Advisor, CDSPI Advisory Services Inc.

Cindy Chiu is an Insurance Advisor who holds the CIP designation and a Diploma in Human Services Administration. Cindy provides professional and personal insurance advice to Canadian dental professionals and their families. She began her career with one of the largest insurance companies and has 20+ years of industry experience progressing in roles with increasing responsibility.

About Andrea Medina Vera

Early Career Education Specialist

Andrea Medina Vera is an Early Career Education Specialist focused on supporting new dentists, dental students, and the broader dental community. With a background in financial services and business development within the healthcare sector, she holds a Bachelor of Arts in Economics. Andrea delivers educational sessions on insurance and risk management strategies tailored to early career dentists.

About Chris Chin

Healthcare & Professional Specialist, Scotiabank

Chris Chin is a Healthcare & Professional Specialist with over 21 years of experience within the banking industry, holding progressively senior roles and receiving accolades throughout his career. He specializes in practice financing, tailored banking advice and solutions specific to the needs of busy professionals Chris is deeply involved, knowledgeable and passionate in advising healthcare professionals in the dental professional community. From business banking needs, commercial real estate to leaseholds and equipment financing, he is committed to delivering best-in-class advice and services to dentists to help them achieve their financial goals.

About Jackie Joachim

Jackie Joachim is one of Canada’s most respected authorities on practice valuation, growth, and transition planning.   With 35 years of experience in the dental industry, Jackie has successfully become the country’s leading female broker in practice sales, helping many owners understand, build, and realize the value of their office.  Over the past 13 years, Jackie has played a significant role in directly helping practice values increase for owners across the country.  Jackie has personally been involved in over 10,000 practice appraisals coast to coast, bringing an unparalleled perspective on what drives value, attracts buyers and creates successful exits.  Known for her practical insights, market experience, exceptional negotiation skills and engaging presentation style, Jackie helps dentists think strategically about growth, ensuring practice owners understand, maximize, and realize the worth of their offices.  Jackie’s passion is helping practice owners create value, navigate important transitions with confidence, and achieve successful outcomes on their terms.