|
Bulletins
Products
Services
Podcasts
|
 |
Podcasts
Want to understand investment topics better? Click on an audio podcast link below to hear a discussion about a topic of interest or download it to your hard drive.
Legal Expense Insurance
September 30, 2010: Discussion (2:45 mins) with Susan Roberts, BA, FLMI, ACS, AIAA, Director and Deputy Principal Broker, CDSPI Advisory Services Inc.
Pack Travel Insurance This Summer
June 16, 2010: Presentation (3:30 minutes) by Susan Roberts, BA, FLMI, ACS, AIAA, Director and Deputy Principal Broker, CDSPI Advisory Services Inc.
Dentists’ Common Investment Questions
April 12, 2010: Discussion (3:19 minutes) with Ron Haik, Senior Investment Planning Advisor, and Evan Parubets, Investment Planning Advisor, CDSPI Advisory Services Inc.
Online Trading 101
December 4, 2009: (4.14 min) with Debbie Okamoto, Senior Investment Planning Advisor, CDSPI Advisory Services Inc.
Tax-Free Savings Accounts
September 4, 2009: Interview (3:24 minutes) with Ron Haik and Debbie Okamoto, Senior Investment Planning Advisors, CDSPI Advisory Services Inc.
Corporate Class Funds
March 30, 2009 Presentation (3:02 mins) by Debbie Okamoto, Senior Investment Planning Advisor, and Evan Parubets, Investment Planning Advisor, CDSPI Advisory Services Inc.
Private Wealth Management
September 24, 2008 Presentation (2:38 mins) by Ron Haik, Senior Investment Planning Advisor, CDSPI Advisory Services Inc.
Is a Group RRSP Right for Your Dental Practice?
April 29, 2008: Interview (5:00 min) with Debbie Okamoto, Senior Investment Planning Advisor, CDSPI Advisory Services.
The Trouble with Timing the Market
March 12, 2008 Presentation (3:40 mins) by Evan Parubets, Investment Planning Advisor, CDSPI Advisory Services Inc.
Young Investors: Why Get Into the Game Now?
September 1, 2007: Interview (3:58 min) with Evan Parubets, Investment Planning Advisor, CDSPI Advisory Services Inc.
Why All Dentists Should Consider Non-Registered Investing
June 26, 2007: Discussion (4:43 min) with Ron Haik and Debbie Okamoto, Senior Investment Planning Advisors, CDSPI Advisory Services Inc.
CDSPI
| Insurance | Investment
| Affinity Services | New
Dentists/Students | Dental Staff
|
 |