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• Description |
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The Canadian Dentists’ Investment ProgramThe Canadian Dentists’ Investment Program offers integrated investment plans, providing the perfect solution to the financial planning needs of dental professionals. Investors can choose between investment plans with a family of more than 30 investment funds, including wrap funds. The CDSPI family of investment funds charges no commissions or front-end or back-end loads or routine service fees for transferring money between funds* or opening or closing accounts. The funds feature extremely low fund management fees — ranging from 0.65 to 1.77 percent (depending on the fund selected) — among the lowest you’ll find anywhere. A member benefit of the CDA and participating provincial and territorial dental associations, the Canadian Dentists’ Investment Program is provided by CDSPI for eligible members of the Canadian dental profession with advisory services provided by CDSPI Advisory Services Inc. CDSPI Advisory Services Inc. provides dental professionals and their families with an integrated and personalized approach to achieving financial success. In addition to the plans available through the Investment Program, eligible participants can also access distinctive investment services through CDSPI and its affiliate — CDSPI Advisory Services Inc. These include the ClearView Financial Plan™, Portfolio Rebalancing Service, Retirement InSight™ — Your Personal Wealth Building Strategy and Insured Annuities. To reach an investment planning advisor by e-mail, click here: investment@cdspi.com. In addition to the Investment Program, CDSPI has arranged to have Qtrade Investor online brokerage services made available to dental professionals (where all online securities and brokerage services are provided solely by Qtrade Investor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund). * Surcharges may be levied for short-term trading. CDSPI | Insurance | Investment | Affinity Services | New Dentists/Students | Dental Staff
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