Physician Empowerment

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In this episode, Dr. Wing Lim welcomes Obed Maurice, CPA, CA, CFP, and founder of financial wellness tech startup MaximONE, to Physician Empowerment to share tax insights. Obed talks about his career journey, which led him from a very lucrative position at an accounting firm to founding his own more holistic business model that focuses on a comprehensive view of client finances. He explains how his firm differs from more traditional accounting firms and how that leads his team to be able to understand tax insights that other firms may miss.    

Wing and Obed discuss in practical terms how Obed’s approach to clients differs, and how he spends a significant amount of time getting to know the client and their overall situation during discovery. His team focuses more on total wealth planning instead of just tax filing year to year. Obed offers advice from his experience on things everyone should be looking at in terms of tax planning, from deferred income and salaries versus dividends to estate planning and income splitting opportunities. He explains to Wing that the simplicity of financial hygiene and long-term impact lead to a greater return on investment and the right tax strategy is very much part of that equation. This episode gives valuable insights into what to look for in terms of overall accounting practices that take more than just a single tax return into consideration year by year.

About Obed Maurice: 

Obed Maurice, CPA, CA, CFP, stands out as an accomplished holistic financial planner with a wealth of experience and a commendable track record. Holding the distinguished credentials of a Certified Public Accountant (CPA) since 2010, Obed has held significant roles, including that of Chief Operating Officer for a prominent ultra high-net-worth family office and later, as a partner in a mid-sized CPA firm. His entrepreneurial spirit led him to establish one of Canada’s pioneering cloud-based CPA firms, a venture that saw successful acquisition in 2018. Furthering his innovative pursuits, Obed launched MaximONE, a tech startup dedicated to automating financial wellness and offering proactive advice.

Obed’s contributions to the field have not gone unnoticed; he has been honored with the CPA Distinguished Service Award by CPA Alberta and the Career Virtuoso Award by Lethbridge College, underscoring his exceptional service and dedication to his profession. As a holder of CPA, CA, and CFP designations, Obed’s passion lies in empowering individuals to unlock their potential through sound financial planning.

His philosophy towards financial planning is deeply personal, drawing from the comprehensive and holistic needs of his own family. Obed excels in assisting entrepreneurs and professionals in amplifying the value of their life’s work, guiding them in wealth creation and preservation through meticulous planning, strategic,, holistic approaches, and a dedicated team to bring plans to fruition.

Beyond his professional endeavours, Obed’s personal life is enriched by his roles as a husband and father to a young daughter. He is deeply committed to community service, actively participating in volunteer activities and contributing positively to society.

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Resources discussed in this episode:

• Obed Maurice on LinkedIn
• Maxim Advisory Group

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

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Want to dive deeper into topics like this? Master your journey with Physician Empowerment’s Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass

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In this second part of a two-part episode, Dr. Kevin Mailo continues his conversation with Kate Post, Chief Operations Officer for a multi-location dental practice, on the subject of managing employees. They shift focus to nipping potentially toxic behavior in the bud, getting to the root of disruptive behavior with conversation and not confrontation, and how to ensure your employees feel seen and valued. Kate has a wealth of interpersonal experience that she shares, and her insights emphasize seeing employees as valuable human contributors who need to be managed with care.   

Kevin and Kate examine how to address problematic behavior that could become toxic in a way that sets a culture tone for the entire office. They look at how to call people out compassionately by first remembering that employees are humans with personal lives of their own. Kate stresses that modelling the behavior wanted in staff is key, and giving positive reinforcement when you see the values echoed is important in maintaining expectations. Kevin and Kate explore staff appreciation, being open to ideas from staff members, and maintaining a supportive office culture as vital components of managing staff well and keeping an office thriving.

About Kate Post: 

Kate Post is highly skilled at streamlining operations, increasing revenue and reducing costs to maximize business profits. A decisive and strategic leader with a demonstrated track record of success in single-owner multiple dental practice environments, Kate has successfully worked in a variety of dental practices throughout Ontario over the past 22 years with over 1500 team members.

Kate has the ability to adapt to the varying needs of entrepreneurs and a variety of business types with previous experience in retail start-ups, the service industry and the dental business. With the compliment of recently completed Project Management courses, she has the skills to work with entrepreneurs in planning out their future goals, guiding teams towards the future and achieving quantifiable results.

Kate Post on LinkedIn

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Resources discussed in this episode:

• Episode 62: Optimizing Your Office-Based Practice with Kate Post

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Want to dive deeper into topics like this? Master your journey with Physician Empowerment’s Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass

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In this episode, Dr. Kevin Mailo welcomes back Kate Post, Chief Operations Officer for a multi-location dental practice. Kate has a lot of practical experience and insight in maintaining efficient medical offices. In this conversation, she and Kevin discuss the challenges of managing employees in medical and dental practices. They talk about addressing conflicts or tensions with employees, documenting performance-related meetings, and the need for ongoing communication and adaptation as a practice grows.

Kevin and Kate emphasize the importance of understanding different employee personalities and how to look for a balance between delegating control and maintaining standards. Kate Post highlights the need for clear expectations, documentation, and addressing performance issues promptly. She notes that most employees improve with proper guidance, while only a small percentage may not be a good fit long-term. Kate also addresses how to handle conflicts respectfully and professionally, as well as the legal requirements for documentation in performance management. This episode focuses on the realities of managing employees in a successful medical practice, shining a light on key topics and advice that will assist all dental and medical practice owners.

About Kate Post: 

Kate Post is highly skilled at streamlining operations, increasing revenue and reducing costs to maximize business profits. A decisive and strategic leader with a demonstrated track record of success in single-owner multiple dental practice environments, Kate has successfully worked in a variety of dental practices throughout Ontario over the past 22 years with over 1500 team members.

Kate has the ability to adapt to the varying needs of entrepreneurs and a variety of business types with previous experience in retail start-ups, the service industry and the dental business. With the complement of recently completed Project Management courses, she has the skills to work with entrepreneurs in planning out their future goals, guiding teams towards the future and achieving quantifiable results.

Kate Post on LinkedIn

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Resources discussed in this episode:

• Episode 62: Optimizing Your Office-Based Practice with Kate Post

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Want to dive deeper into topics like this? Master your journey with Physician Empowerment’s Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass

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In this episode, Dr. Kevin Mailo welcomes back Dr. Jayna Amadasun, an Ethical Strategist and Founder of Ember Impact Global, to discuss how to address the critical challenges facing healthcare retention through supportive environments. Dr. Mailo and Jayna explore the emotional and physical toll on healthcare workers and how to combat poor workplace culture, burnout, and a lack of support. Onboarding should be intentional and integrate new hires into environments rich with mentorship and attentive leadership.  

Kevin and Jayna talk about the need for human-centered systems to improve worker retention. It’s not enough to simply hire new healthcare workers; administrators must be accountable for ensuring their long-term satisfaction and engagement. Jayna explains that thriving workplaces build their own momentum in terms of attracting and retaining staff. Through thoughtful onboarding, listening, and investing in workplace culture and support, professionals will be fostered in environments they want to stay in. If healthcare leaders can prioritize the needs of frontline workers, patient outcomes will be improved and system strain reduced. 

About Jayna Amadasun:

Jayna Amadasun is a dynamic ethical strategist and consultant who coaches Black medical professionals. With an M.D. from the Dominican Republic, Jayna brings a wealth of experience, having worked as an R.N. in the Bahamas and trained in the U.S. healthcare system. She holds a Master’s in Law and Medical Ethics from the University of Edinburgh and is committed to creating equitable healthcare environments. Her unique perspective, shaped by years in emergency and flight medicine, allows her to address the complex issues facing healthcare systems today.

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

Jayna Amadasun:

• Website: Ember Impact Global
• LinkedIn: Jayna Amadasun
• Instagram: EmberImpact
• Calendly: Jayna Amadasun

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Want to dive deeper into topics like this? Master your journey with Physician Empowerment’s Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass

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In this episode, Dr. Wing Lim welcomes Dr. Marc-Emile Plourde, a radiation oncologist and medical entrepreneur, to the show to talk about his medical and entrepreneurial journey. Marc-Emile has been in practice for eleven years, has a chemist wife and two young children, and he also runs a medical pocket book digital publishing company. He talks with Wing about his reasons for creating the digital publishing app and explains how he not only offers advice to medical authors but coaches them through the process of detailing their specialties.

Dr. Lim and Dr. Plourde discuss the ever-changing face of medical publishing, the challenges and rewards of maintaining an entrepreneurial side business while in medicine, and the call of helping professions. Marc-Emile is a Physician Empowerment member and he highlights some of the benefits Masterclasses have brought into his personal and professional lives. The entrepreneurship series continues to focus on stellar physicians managing business aspirations alongside their medical careers and how they keep both in balance.

About Dr. Marc-Emile Plourde: 

Dr. Marc-Emile Plourde is a doctor specializing in radiation oncology. He over-specializes in the treatment of lung cancer, cerebral metastases and cancers of the digestive system.

Dr. Plourde has been working at the Sherbrooke University Hospital Center (CHUS) as a clinical doctor since September 2014. He is also an assistant professor at the Faculty of Medicine and Health Sciences at the University of Sherbrooke.

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

Marc-Emile Plourde, MD, FRCPC:

• App Website: Messil.com
• LinkedIn

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Want to dive deeper into topics like this? Master your journey with Physician Empowerment’s Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass

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In this episode, Dr. Wing Lim welcomes Galen Nuttall, a Certified Financial Planner specializing in working with medical professionals, to the podcast to discuss the vital role of insurance in financial planning for physicians. Galen explains how insurance protects income, mitigates risks, and serves as a strategic tool for long-term financial security. He emphasizes the importance of understanding different types of insurance, such as life, disability, and critical illness, and how they fit into different career stages. He and Wing highlight the need for physicians to take a proactive approach to financial planning, ensuring they are properly protected while advancing their wealth and tax goals.

Dr. Lim and Galen Nuttall focus on how insurance can be more than just a safety net. They explore how it can also be a powerful tax and investment tool. Galen shares personal anecdotes, including how his perspective on life insurance shifted after witnessing its real-life impact. The conversation touches on common misconceptions, the importance of structuring policies correctly, and how physicians can build a strong financial foundation by integrating insurance into their overall financial plans. 

About Galen Nuttall, M.Ed, CFP: 

Galen is a teacher turned Certified Financial Planner. He lives in Belleville, Ontario with his wife, two children, and crazy dog Taco. He grew up watching his dad (a now-retired nephrologist) struggle to make good decisions around his money. It felt like everyone wanted time with him to pitch the latest and greatest financial product. 

As a CFP who also has a Masters in Education, Galen loves making complex financial concepts simple - usually by using stick figure drawings. He is a partner at the Maxim Advisory Group and works with skilled financial planners with many years of experience. He loves spending his time interviewing fascinating people for his podcast and getting outdoors, whether it be on the backyard rink or going to the beach with his family.

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Resources discussed in this episode:

• Podcast: A Clean Bill of Wealth Podcast with Galen Nuttall, M.Ed, CFP

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

Galen Nuttall, M.Ed, CFP:

• Website: GalenHelpsDocs.com
• LinkedIn

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Want to dive deeper into topics like this? Master your journey with Physician Empowerment’s Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass

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In this episode, Dr. Kevin Mailo welcomes returning guest Jayna Amadasun, MD - ethicist and founder of Ember Impact Global - to the show to discuss Bill 83. Bill 83 is a legislative measure in Quebec that mandates that doctors who receive their training in the province must work in the public healthcare system for five years; if they don’t, they face substantial fines of up to $200,000 per day. Jayna and Kevin critique this policy, calling it coercive and relating it to indentured servitude. They discuss the impacts the bill could have on the healthcare system. 

Dr. Mailo and Dr. Amadasun highlight certain systemic problems in the medical profession, including the exploitation of residents, student debt burdens, and a lack of respect for physicians' contributions. Rather than imposing restrictive measures, they believe policymakers should improve working conditions by collaborating with doctors. Jayna explains why physicians, like other professionals, deserve fair treatment, and ultimately concludes that governments should prioritize physician well-being to ensure quality patient care. The conversation around Bill 83 focuses on the need for physician empowerment, collective advocacy, and a system reform to regain a more sustainable and equitable healthcare system. 

About Jayna Amadasun, MD: 

Jayna Amadasun is a dynamic ethical strategist and consultant who coaches Black medical professionals. With an M.D. from the Dominican Republic, Jayna brings a wealth of experience, having worked as an R.N. in the Bahamas and trained in the U.S. healthcare system. She holds a Master’s in Law and Medical Ethics from the University of Edinburgh and is committed to creating equitable healthcare environments. Her unique perspective, shaped by years in emergency and flight medicine, allows her to address the complex issues facing healthcare systems today.

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Resources discussed in this episode:

• Episode 52: Real Change in Our Healthcare System with Jayna Amadasun, MD, LLM

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

Jayna Amadasun, MD:

• Website: Ember Impact Global
• LinkedIn: Jayna Amadasun
• Instagram: EmberImpact
• Calendly: Jayna Amadasun

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Want to dive deeper into topics like this? Master your journey with Physician Empowerment’s Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass

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In this episode, Dr. Kevin Mailo welcomes Kate Post to the show to discuss her dental practice consultancy firm and how she works with hundreds of Canadian dentists to assist them in optimizing their practices. Kate has 25 years of experience working in dental practices and dental management, and she shares her insights on what it takes to instate systems that improve efficiency and the patient experience. 

Optimizing medical practices is not something that doctors and dentists are given a lot of instruction on but it’s key to creating better patient outcomes and making for a happier, healthier practice overall. Kate details her process for Kevin, explaining how she assesses the practice needs through observation, discussion, and evaluating newly instated processes. Kate touches on revenue streams, tax strategies, employee contracts, delegation, and the human dynamic intrinsic to any successful practice. Kevin explores the challenges Kate faces in coming into practice as an outside voice and how she works with the medical practitioner to inform and support what is ultimately their decision.  

About Kate Post: 

Kate Post is highly skilled at streamlining operations, increasing revenue and reducing costs to maximize business profits. A decisive and strategic leader with demonstrated track records of success in single-owner multiple dental practice environments, Kate has successfully worked in a variety of dental practices throughout Ontario over the past 22 years with over 1500 team members.

Kate has the ability to adapt to the varying needs of entrepreneurs and a variety of business types with previous experience in retail start-ups, the service industry and the dental business. With the compliment of recently completed Project Management courses, she has the skills to work with entrepreneurs in planning out their future goals, guiding teams towards the future and achieving quantifiable results.

Kate Post on LinkedIn

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Want to dive deeper into topics like this? Master your journey with Physician Empowerment’s Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass

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In this episode, Dr. Wing Lim talks with financing expert Gaurav Sobti about the real estate investment financing landscape. They explain the differences between residential and commercial financing, heading into a deeper exploration of the complexities involved in financing the different types of real estate. Wing and Gaurav’s discussion highlights the variety of lenders beyond traditional banks, including credit unions, insurance companies, and non-bank lenders. They also explore the complexities of commercial lending and the role of personal and group guarantees. 

A major topic covered is the CMHC Select program, a government initiative to encourage multifamily housing development through favorable loan terms. The program aims to promote affordability, accessibility, and energy efficiency in housing. Wing and Gaurav talk about how this initiative has significantly impacted the real estate market, making multifamily investing more attractive and accessible. They also examine market volatility, interest rate trends, and the importance of working with knowledgeable professionals in financing. This episode serves as a guide for Canadian investors looking to strategically navigate the real estate lending process.

About Gaurav Sobti, CPA, CA, CFA: 

Gaurav Sobti has 10+ years of financial services experience across real estate, investments, finance and accounting.

Gaurav’s most recent formal role was with a national real estate finance firm where he was responsible for originating and underwriting commercial mortgage transactions with a specialty on CMHC-insured (multi-family) financing. Prior to that, he spent 4+ years at a private investment fund which had a mortgage investment fund. Prior to that, Gaurav worked at Alberta Teacher’s Retirement Fund Board on the private investments team focused on private equity transactions. Gaurav was part of a top-performing team that managed a $3Bn institutional grade portfolio. Gaurav started his career at Deloitte, one of the largest accounting/advisory firms in Canada and worldwide.

By training, Gaurav is a designated CPA, CA and CFA Charter holder. Gaurav is a licensed mortgage associate.

• Gaurav Sobti on LinkedIn
• Create Commercial Mortgage Services

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Want to dive deeper into topics like this? Master your journey with Physician Empowerment’s Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass

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In this episode, Dr. Kevin Mailo welcomes Dr. Susannah Ward to the show to talk about self-acceptance and her work in changing the culture of medicine. Dr. Ward is a fellow with the College of Physicians, a specialist in rehabilitation medicine, and the Founder of Ataraxia Collective which promotes the well-being of doctors. Susannah and Kevin discuss the pressures and demands of medicine and how awareness around taking care of ourselves first should become a priority. 

Dr. Susannah shares some of her stories and reflects on the stress, lack of autonomy, sexism, and constant pressures of her journey through training and work. She points out that doctors face the reality of burnout around the world and it helps to understand they’re not alone. Susannah and Kevin talk about what can be done when someone identifies their burnout: everything from seeing their own GP to avoiding numbing coping mechanisms like alcohol and taking care of personal nutrition and sleep. Susannah and her work shine a spotlight on the importance of identifying our need for self-care, allowing ourselves to be human and prioritizing our own well-being.

About Dr. Susannah Ward:

Dr Susannah Ward qualified as a rehabilitation physician in 2018 with the Basmajian Award for best fellowship clinical exam performance. She has over 15 years of experience working in public and private hospitals across Australia. She has diverse clinical experience including general medical and surgical care, palliative care, geriatrics and rehabilitation. She has rehabilitation experience working in brain injury, spinal cord injury, chronic pain, geriatrics, palliative care, orthopaedic rehabilitation, stroke, amputation and general rehabilitation. She has private clinics at The Wellness Place Blacksmiths. She also offers telehealth appointments and home visits. She has a special interest in acquired brain injury. She has an expert understanding of the behavioural, psychological and social challenges faced by people & the impact of environment, upbringing & social determinants of health.

Dr Ward is passionate about holistic health and lifestyle, behavioural and psychological rehabilitation. She likes to incorporate evidence-based wellness tools like mindfulness, healthy eating, exercise and social/lifestyle prescription into her goal-directed and patient-centred care. She promotes the key message that living with illness or injury need not be a barrier to feeling well or living life to the full. Dr Ward’s therapeutic emphasis is to support a client to self-compassionately accept themselves and acquire self-mastery skills to maximise their functional ability and quality of life. She aims to help empower clients to independently self-care and optimally manage their circumstance using wellness tools and adopting a healthy lifestyle.

Dr Ward has always been an advocate of health professional wellbeing & promoting a more supportive & nurturing medical culture that facilitates wellbeing & sustainable careers. She founded Ataraxia Collective in 2018 as a creative adjunct to her clinical practice hosting retreats & workshops show casing powerful holistic tools like mindfulness & yoga. She currently runs doctor wellbeing & CPD retreats. She is the Chair of the Royal Australasian College of Physicians Member Health & Wellbeing Committee & director for the not for profit charity Mood Active. She enjoys professional writing on topics related to doctor wellbeing & is publishing her first self-care book Mastering Real Wellness this year.

Website: AtaraxiaCollective.com.au

Book: “Mastering Real Wellness” by Dr. Susannah Ward

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Physician Empowerment: 

• Attend an upcoming Empowerment Retreat
• Join the Physician Empowerment Masterclass now
• Website: PhysEmpowerment.ca

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.