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Financial Advisors

Chi Wen Liang Chi Wen Liang CFP®
Manager, Investment Advisory Services

Phone: 1-800-561-9401 ext. 6872

cwliang@cdspi.com
www.cdspi.com/invest

Chi Wen Liang joined CDSPI Advisory Services Inc. in 2017 as the Manager of Investment Advisory Services. She is responsible for leading the team of investment planning advisors providing comprehensive financial planning services to dental professionals and their families across Canada. Chi Wen has more than 20 years of experience in financial services at leading financial institutions. She has held her Certified Financial Planner designation since 2004, and has a Bachelor of Commerce degree from the University of Toronto, with a double major in Economics and Management.

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Brian Buirs Brian Buirs CFP®, FMA
Investment Planning Advisor, British Columbia Region
CDSPI Advisory Services Inc.

Phone: (604) 901-4762 or 1-800-561-9401 ext. 6855

bbuirs@cdspi.com
www.cdspi.com/invest

Brian joined CDSPI Advisory Services Inc. in 2015 as an Investment Planning Advisor based in the Lower Mainland of British Columbia. He serves the financial planning needs of dental professionals and their families in the areas of investment, retirement, tax, and estate planning. Brian is also well versed in optimizing income splitting and capital gains exemption opportunities stemming from the incorporation or sale of dental practices. Brian holds the Certified Financial Planner® (CFP®) professional and Financial Management Advisor (FMA) designations.

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Shane Dewling Shane Dewling BA, CFP®, FMA
Investment Planning Advisor
CDSPI Advisory Services Inc.

Phone: 1-800-561-9401 ext. 6863

sdewling@cdspi.com
www.cdspi.com/invest

Shane Dewling joined CDSPI Advisory Services Inc. in 2015 as an Investment Planning Advisor for dental professionals and their families. He provides investment planning expertise in the areas of tax planning, estate planning, retirement and wealth management. Shane is also well versed in helping dentists leverage their business assets through the incorporation or sale of their dental practice. Shane holds the Certified Financial Planner® (CFP®) professional and Financial Management Advisor (FMA) designations.

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David Dilworth David Dilworth MBA, CFP®, CFA®
Investment Planning Advisor
CDSPI Advisory Services Inc.

Phone: 1-800-561-9401 ext. 6876

ddilworth@cdspi.com
www.cdspi.com/invest

As an Investment Planning Advisor at CDSPI Advisory Services Inc., David Dilworth provides wealth management solutions and financial planning advice to the Canadian dental community. This includes providing custom-tailored investment and financial plans that are uniquely designed to meet client objectives. Complementing his 15 plus years of experience are his professional designations as a Certified Financial Planner® (CFP®) professional, Chartered Financial Analyst (CFA®), Financial Management Advisor (FMA), Canadian Investment Manager (CIM®) and Certified Professional Consultant on Aging (CPCA®).

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Tom Kawasaki Tom Kawasaki CFP®
Investment Planning Advisor
CDSPI Advisory Services Inc.

Phone: 1-800-561-9401 ext. 6854

tkawasaki@cdspi.com
www.cdspi.com/invest

Tom Kawasaki joined CDSPI Advisory Services Inc. in 2017 to spearhead our financial planning services in the Ottawa region. He is a bilingual Investment Planning Advisor who has held the Certified Financial Planner® (CFP®) designation since 2005. Tom has almost 20 years of experience working in the financial services industry, much of it working with professionals, their families, and other high net worth individuals. He provides investment planning expertise in the areas of tax planning, incorporation, estate planning, retirement and wealth management.

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Dwight Laughton Dwight Laughton CFP®
Investment Planning Advisor
CDSPI Advisory Services Inc.

Phone: 1-800-561-9401 ext. 6865

dlaughton@cdspi.com
www.cdspi.com/invest

Dwight joined CDSPI Advisory Services Inc. in 2015 as an Investment Planning Advisor for dental professionals in Ontario, following progressively senior roles in financial planning and consulting at Canada’s major financial institutions. A veteran of the financial services industry, Dwight brings over 20 years of experience to CDSPI, providing expertise in the areas of tax planning, estate planning, retirement and wealth management. He is also well versed in helping dentists leverage income splitting and capital gains exemption opportunities, realized through the incorporation, ownership or sale of their dental practice.

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Debbie Okamoto Debbie Okamoto CFP®
Senior Investment Planning Advisor
CDSPI Advisory Services Inc.

Phone: 1-800-561-9401 ext. 6853

dokamoto@cdspi.com
www.cdspi.com/invest

Debbie joined CDSPI Advisory Services Inc. in 2007 as a Senior Investment Planning Advisor, following 31 years of experience in financial service roles at some of Canada’s major banks. Focusing on dentists at all stages of their careers, Debbie provides financial planning solutions that address their investment, retirement, tax, and estate planning goals, while minimizing exposure to risk.

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Arlene Pelley Arlene Pelley CFP®, CIM®, FCSI®, FMA
Investment Planning Advisor, Alberta Region
CDSPI Advisory Services Inc.

Phone: (587) 404-1051 or 1-800-561-9401 ext. 6875

apelley@cdspi.com
www.cdspi.com/invest

Arlene Pelley joined CDSPI Advisory Services Inc. in 2010 as an Investment Planning Advisor for the Alberta Region, with expertise in financial wealth management solutions specific to the needs of dental professionals. She provides dentists with comprehensive financial planning advice that addresses their personal and professional considerations in the areas of tax, retirement, estate, investment and wealth transfer. She has held the Certified Financial Planner® (CFP®) professional designation for 10+ years and is a Fellow of the Canadian Securities Institute (FCSI®); the pinnacle credential in Canadian Financial Services.

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Dana Scott Dana Scott MBA, CFP®
Investment Planning Advisor
CDSPI Advisory Services Inc.

Phone: 1-800-561-9401 ext. 6871

dscott@cdspi.com
www.cdspi.com/invest

As Investment Planning Advisor at CDSPI Advisory Services Inc., Dana Scott provides expert financial planning solutions for the Canadian dental community in the Maritime Provinces. She has senior-level expertise in the areas of wealth management, retirement, tax, and estate planning. Complementing Dana’s more than 20 years of experience is her professional designation as a Certified Financial Planner® (CFP®) professional.

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Michael Tyler Michael Tyler CFP®, FMA
Investment Planning Advisor, Manitoba Region
CDSPI Advisory Services Inc.

Phone: 1-800-561-9401 ext. 6847/(204) 808-3274

mtyler@cdspi.com
www.cdspi.com/invest

Michael Tyler joined CDSPI Advisory Services Inc. in 2017 as an Investment Planning Advisor for the Manitoba Region, providing expertise in financial wealth management solutions exclusively for the needs of dental professionals. He provides dentists with comprehensive financial planning advice that addresses their personal and professional considerations in the areas of tax, retirement, estate, investment and wealth transfer. Michael has almost 20 years of financial services industry experience, which includes working with high net worth and incorporated professionals. He holds the Certified Financial Planner® professional (CFP®) and Financial Management Advisor (FMA) designations.

To learn more about Michael, click here

You can contact the investment and financial planning team at investment@cdspi.com or call us toll-free at 1-800-561-9401.

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