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• Description |
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ClearView Financial Plan™Through CDSPI’s affiliate company, CDSPI Advisory Services Inc., you can obtain a comprehensive financial plan — a road map designed to show you where you are financially, and what steps you may need to take to achieve your financial goals. The ClearView Financial Plan™ — available at no cost — is a detailed financial plan* that can tell you whether or not your investments are properly structured to minimize taxation and whether adjustments are required to your estate plan to prevent your heirs from suffering unnecessary financial hardships. To learn more about the ClearView Financial Plan™, download the information sheet below or contact a certified financial planner at CDSPI Advisory Services Inc. at 1-877-293-9455 or (416) 296-9455, extension 5023. Download ClearView Financial Plan™ Information Sheet Note: To view the document, you
will need to have Adobe Acrobat Reader installed on your computer. * Due to restrictions on advisory services, the ClearView Financial Plan™ is not available to Quebec residents. CDSPI | Insurance | Investment | Affinity Services | New Dentists/Students | Dental Staff
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