Skip to main content


Managing The Practice’s Financial Health During Troubled Times

Recorded: April 9, 2020

Recorded: April 9, 2020



As a typical “black swan” event, COVID-19 took the world by complete surprise. Understanding the potential impact on the value of your clinic and managing the financial risk associated with office closures is critical. This session will help you focus on the financial factors, especially as they pertain to the practice’s profitability and value.

Jackie Joachim

Chief Operating Officer and Sales Representative
ROI Corporation

As one of the main appraisers in the firm, Jackie has personally been involved in approximately 1000 appraisals since joining ROI Corporation. She has had the privilege of appraising chiropractic, dental, optometry, and veterinary practices throughout Canada. Jackie has been called as an Expert Witness in court to deliver the facts without bias specific to appraisal methodology pertaining to healthcare practices.

Romal Bryce, MBA

Head of Healthcare,
North American Industry Sectors
Bank of Montreal

Head of Healthcare Initiatives for the North American Industry Sectors group tasked with overseeing BMO Canadian Business Banking’s go to market strategy in the field of healthcare professional financing.

A 20 year financial services professional having worked primarily at Bank of Montreal. He has held various sales, underwriting and risk related roles in both retail and business banking.