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Prepare for now and the future with a Certified Financial Planner® (CFP®) professional who works exclusively with the dental community.1 Benefit from expert insight that can help keep your personal and professional goals on track. This includes complimentary service offerings, such as the development and review of retirement, investment and estate plans for you, your corporation, your family and dental staff. 

 


  • Discover where you are financially
  • Learn what steps you can take to help achieve your financial goals
  • Find out if your investments are properly structured to support your objectives
  • Explore investment strategies that can leverage your business assets
  • Make any necessary adjustments to your estate plan and learn how
    permanent insurance can help you


  • Find out how well prepared you are for retirement
  • Learn what steps you can take to help meet your financial goals and retire at the age you desire

  • Learn how an examination of your funds and the asset allocation across all of your accounts may help in improving performance
  • Minimize risk with diversification and asset allocation that suits your financial objectives at your current life stage and during current market conditions
  • Minimize investment taxes and expenses

1All members of the participating provincial or territorial dental associations, their dental office staff, dental association staff and their immediate family members are eligible to participate. 

Due to restrictions on advisory services, the ClearView Financial Plan™ and Retirement Insight™ are not available to Quebec residents.

Advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.