2026 Conference Speakers
Robin Taub CPA, CA
The Wisest Investment: Balancing Career, Kids and Competing demands in a dual physician household | 1:00-2:00pm EST
Objectives
1. Apply strategies to balance career, family, and financial priorities in dual-physician households, including managing competing demands on time and income.
2. Identify strategies to foster children’s financial knowledge, skills, confidence, and healthy attitudes toward money in higher-income households.
Robin Taub is a Chartered Professional Accountant (CPA, CA), keynote speaker and best-selling author. Her latest award-winning book, The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life, gives parents the information, strategies and inspiration they need to teach their kids about money. She holds a Bachelor of Commerce (with High Distinction) from the Rotman School of Management at the University of Toronto. Robin puts her money where her mouth is and has two mostly money-smart young adults, a son and a daughter.
Conflicts of Interest: N/A
Mariska Loeppky CPA, CA, TEP, CFP
Dan Britton JD, CFP
Transitioning from Practice: Key Tax and Legal Considerations | 2:00-3:30 PM EST
Objectives
1. Apply a structured approach to preparing for the closure or transition of a medical practice, including legal, clinical, financial, and operational considerations.
2. Identify key elements of a practice succession plan and strategies for transitioning patients, records, and practice responsibilities to another physician.
3. Identify estate and inheritance considerations that may affect the transition or closure of a medical practice
Mariska is a Chartered Professional Accountant specializing in complex estate planning issues, business succession, and tax planning for high-net-worth clients, with a special focus on cross-border issues. She completed the In-Depth Tax Program and the Advanced Tax Courses, is a member of the Canadian Tax Foundation, and holds both the CERTIFIED FINANCIAL PLANNER® and Trust & Estate Practitioner (TEP) designations.
Dan is a lawyer who works with clients on estate planning issues, from the straightforward to the highly complex. His key areas of focus include planning for blended families, asset protection, business succession planning and shareholder agreements. He is a member of the Law Society of Manitoba, the Manitoba Bar Association, the Estate Planning Council of Canada, and holds the CERTIFIED FINANCIAL PLANNER® designation.
Conflicts of Interest: Mariska Loeppky and Dan Britton work for IG Wealth Management who has made a donation to our beneficiary in lieu of sponsoring the conference.
Dr. Mark Soth
What to Invest in Each Account (Beginner/Intermediate) | 2:00-3:30pm EST
Objectives:
Key features and benefits of each account type (TFSA, FHSA, RRSP, Corp)
How time horizon and investment objectives may differ by account
ETF considerations for each account type
Practical examples of how investors can think about asset location and portfolio construction across accounts
Dr. Mark Soth is currently an Associate Professor in the Department of Medicine at McMaster University. He led the development of his hospital ICU service into a multi-service Department of Critical Care where he served as the Department Chief for over a decade. He has mentored other developing physician leaders and supported others within his department to grow world class multi-disciplinary research and methodology programmes.
Mark has a recognized passion for education and has won numerous clinical teaching awards. He is also a leader in curriculum development and was a founding co-chair of two national courses in his field.
He has now shifted his focus to develop and deliver curriculum to improve the financial health, career development, and well-being of other Canadian professionals. He blogs about career, life, personal finance, and investing for Canadian professionals and small business owners as The Loonie Doctor at www.looniedoctor.ca and co-hosts The Money Scope Podcast at www.moneyscope.ca
Conflicts of Interest: BMO ETFs is a paying advertiser on The Loonie Doctor Blog. There is also an affiliate link to Qtrade Direct Investing and Dr. Mark Soth gets paid to speak by various physician professional associations.
Dr. Anish Mody
Dr. Anish Mody is a family doctor in Ottawa. where he practices comprehensive family practice in a community setting and previously worked in rural Saskatchewan. He is a lecturer with the University of Ottawa Department of Family Medicine. His commitment extended beyond clinical practice. Dr. Mody serves as President of the Ottawa Medical Society. Furthermore, Dr. Mody and his colleague started their own clinic, called Novel Health in 2021. Novel Health was the recipient of the OMD 2021 Luminary Award - Team for outstanding contribution in digital health in Ontario.
His true passion is in practice management. He is an Ontario MD peer leader where he spends time in clinic helping with EMRs and Workflows. He also develops content and presents. He is also a contributor of OMA's Practice Efficiency presentation development with a focus on patient engagement and workflow efficiency. He is interested in collaborating on health technology and helping clinicians in need.
Conflicts of Interest: Dr. Mody has no conflicts of interest to disclose, other than receiving an honorarium from the OMA for this presentation.
Tips from a Clinic Owner: Starting & Running an Efficient Practice | 2:00-3:30PM EST
Objectives:
1. Evaluate key considerations when choosing a practice model, including owning, joining, or locuming, as well as financing, clinic space, staffing, and technology such as EMRs and AI-enabled tools.
2. Identify practical strategies to optimize clinic workflows, team roles, and practice operations to improve efficiency.
3. Identify common pitfalls in early practice, including contract negotiations and decisions related to locuming, joining, or establishing a practice.
Dr. Lisa Freeman
The Finances of Living Well with Disability: from Insurance to Investment (Beginner) | 2:00-3:30PM EST
Objectives
1. Explore paradigms of disability to understand its framing in medicine and society, and how such positioning influences financial preparation for disability.
2. Describe various tools needed to live well with disability.
3. Understand and use multiple strategies to meet the financial costs of illness and disability that apply to both physicians and patients.
Dr. Lisa Freeman (she/her) is a public health specialist who uses a wheelchair. After earning her MD at the University of Manitoba she completed residencies in public health and preventive medicine as well as family medicine at the University of Alberta along with a masters in public health. Currently living in Quebec she is affiliated with McGill University as an External Lecturer and Guest Lecturer and is appointed as an Adjunct Professor at the University of Ottawa. She previously worked in Alberta, Nova Scotia and Ontario before leaving her clinical practice to focus on teaching. As someone living with chronic illness and disability Dr. Freeman is often cast as an activist and advocate merely by existing in public. She consistently demonstrates how disability justice, including universal accessibility and financial security, make her life possible and improve life for everyone.
Conflicts of Interest: Dr. Freeman receives a stipend for her talk and previously appeared on Dr. Stephanie Zhou’s Youtube Channel discussing the Disability Tax Credit and the RDSP.
Dr. Yatin Chadha, Dr. Kieran Nair & Dr. Matt Poyner
Dr. Yatin Chadha
Yatin Chadha is a practicing radiologist at North York General Hospital and adjunct lecturer at the University of Toronto. Medical training & work have taken him from Vancouver to Kingston to San Diego to Calgary and finally to Toronto. Yatin is an advocate for financial literacy in healthcare. This is what led him to start his podcast, beyond MD. This is a financial literacy podcast geared towards healthcare professionals in Canada. Topics cover evidence-based investing, insurance, pensions, real estate, and other topics relevant to incorporated professionals. The podcast has reached as high as #23 in the Canadian business podcast category. Outside of work & his podcast, Yatin is usually enjoying time with his wife, Sima, and his 2 boys, Rohin & Zian. He's a passionate sports fan, specifically a lifelong supporter of the Pittsburgh Penguins, as well as a keen golfer.
Dr. Kieran Nair
Kieran Nair is a mid-career Provincial Section Head of Hospitalist Medicine in British Columbia and Partner at a Biotech oriented VC Firm. He writes the blog FinanciallyFreeMD and took a 1 year sabbatical in France as a family of five.
Dr. Matt Poyner
Matt Poyner is an advice-only Certified Financial Planning professional dedicated to helping Canadian physicians take control of their finances. Prior to pivoting to financial planning, Dr. Poyner spent 15 years practicing emergency medicine. After a year-long sabbatical traveling the world with his wife and four children, he returned with a mission to empower his medical colleagues. Today, he focuses on giving doctors the clarity and tools they need to manage their own money, eliminate financial anxiety, and build the lives they want.
Conflicts of Interest: Dr. Poyner operates an advice-only financial planning practice and receives direct compensation via flat fees for comprehensive financial planning services.
Panel Discussion: Taking Time off In Medicine: Retiring Early, Sabbaticals & Career Pivots (Beginner) | 3:30-4:30PM EST
Objectives
1. Apply career-planning strategies to align professional work with personal, financial, and life goals.
2. Identify strategies to intentionally prioritize meaningful experiences and personal goals throughout the physician career lifecycle.
3. Evaluate options for taking time away from clinical practice, including part-time work, sabbaticals, early retirement, and career pivots, to support sustainable careers and well-being.
Dr. Stephanie Zhou is an Assistant Professor at the University of Toronto where she created the financial literacy curriculum and is the Director of Addiction Medicine at Sunnybrook Hospital.
Dr. Zhou immigrated to Canada and grew up in subsidized housing, which led to her investing in education and housing initiatives through philanthropy. She founded the annual Physicians Financial Wellness conference, a national, philanthropic conference for physicians on financial education and practice management. The ticket proceeds were used to establish The Equity Award, an endowment fund supporting students with financial need.
Dr. Zhou received Canada's Top 100 Most Powerful Women award and the Ascend Canada Social Impact Award for her work in improving economic mobility through financial literacy. Dr. Zhou is a nationally invited speaker on personal finance and runs a popular financial education blog on Instagram and Youtube called Breaking Bad Debt.
Moderator