PREPARING FOR RETIREMENT
When you retire — whether that will happen in the near future or several years down the road — your insurance and investment needs will change. Getting the right advice as you prepare for retirement can make a tremendous difference. As a dentist, you can turn to highly qualified advisors at CDSPI Advisory Services Inc. for financial planning assistance. At no cost to you, these non-commissioned, licensed insurance and investment professionals — who work exclusively with dental professionals — can help you understand how your insurance and investment portfolios may be affected at this new stage in your life.
For example, the advisors can assist you with:
Planning advice is provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.
"CDSPI has been my primary investment provider and advisory source through nearly 50 years of investing. The insurance and investment staff are excellent — they do what they say they're going to do. In particular, I've been really impressed with the investment planning advisor I've had for the past four years. Both his manner and his expertise have made a huge difference."
"At age 53 I was able to start an enjoyable, comfortable and worry-free retirement. It has been a tremendous blessing and I am forever thankful for CDSPI's role in this. From the admirable staff to the exceptional products, this is truly a company that understands our needs as dentists."
Dr. David Wright
Parry Sound, Ontario