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Prepare for Retirement — With Insight

CDSPI Advisory Services Inc. offers dentists a no-cost way to see into the future — thanks to a service called Retirement InSight™ — Your Personal Wealth-Building Strategy. In a nutshell, it's a retirement savings progress report available exclusively to members of the Canadian dental profession and their families.

To obtain your progress report, first obtain a Retirement InSight™ customization form. Complete the short form with details such as your age, the age at which you wish to retire, the current value of your RRSP assets and the value of any non-registered investments and/or savings you've earmarked for retirement. If you wish, you can also include similar information about your spouse for a family retirement income analysis. All information provided will be kept strictly confidential.

When you return the form, a licensed, non-commissioned certified financial planner at CDSPI Advisory Services Inc. will calculate and mail you a projection of how much annual income you can expect in retirement, based on your current savings.

To learn more, contact a certified financial planner at CDSPI Advisory Services Inc. To use the Retirement InSight™ service, download the form below and return it to CDSPI Advisory Services Inc.

Retirement InSight™ Customization Form

Note: To view these documents, you will need to have Adobe Acrobat Reader installed on your computer.