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Our Team

Here are the people committed to your financial well-being.

As a not-for-profit organization, we offer members of participating dental associations exclusive, no-cost access to experienced, licensed advisors at CDSPI Advisory Services Inc. Our dedicated experts provide you with insights and advice in insurance and investment planning without sales pressure or fees.

Insurance Advisors

Protection, security, and customized insurance solutions are just a few of the benefits of working with an Insurance Advisor from CDSPI Advisory Services Inc. Get advice from experts who will get to know you as a dentist, as a businessperson and as an individual.

Manager, Insurance Advisory Services
Senior Insurance Advisor
Professional Insurance Advisor
Professional Insurance Advisor
Professional Insurance Advisor
Bilingual Insurance Advisor
Senior Insurance Advisor
Bilingual Insurance Advisor

Investment Advisors

Investment Planning Advisors with CDSPI Advisory Services Inc. work exclusively with dental professionals to help navigate the distinctive challenges and opportunities you encounter as a dentist. As CERTIFIED FINANCIAL PLANNER® professionals they will work with you to create a personalized financial plan – free of charge.

Investment Planning Advisors

CFP®, FMA
British Columbia
CFP®, FMA
Ontario and Saskatchewan
CFP®, FMA
Alberta
CFP®
British Columbia
CFP®, RRC®
Ontario
CFP®
Ontario and Quebec
CFP®
Ontario
CFP®
Ontario
CFP®, MBA
Atlantic Canada
CFP®, FMA®
Manitoba
CFP®, CIM, TEP, FMA®, FCSI®
Alberta
MBA
Ontario

Investment Sales Associates

Investment Sales Associate
Investment Sales Associate
Investment Sales Associate
Investment Sales Associate

Executive Team

CDSPI is led by a seasoned executive team dedicated to delivering exceptional performance and service with an unwavering focus on dentists and their best interests.

President & CEO
Vice-President,
Client Solutions & Product Innovation
Vice-President,
Technology & Digital Solutions
Vice-President,
Advisory Services
Chief Financial Officer
Chief Operating Officer
Vice-President,
Marketing & Customer Experience

Board of Directors

With diverse expertise and a shared commitment to excellence, our board members embody our company's mission and values.

Vice-Chair
BMath, FSA, FCIA, CFA, ICD.D
BCom, MA, CFA, C.Dir.
HBA, CPA, CMA, CFP®
BMath, ICD.D

Our Advisory Panel

The experienced and committed dentists of our Advisory Panel provide diverse perspectives to help shape our offerings.

BC

Dr. Soumya Jain
Internationally Trained Associate

Dr. Ray Grewal
Specialist Practice Owner

AB

Dr. Kamea Aloha Lafontaine
Practice Owner

MB

Dr. Amarjit Rihal
Practice Owner

ON

Dr. Khash Gharavi
Early Career Associate

Dr. Sanjukta Mohanta
Associate

Dr. Mark Eckler
Specialist Practice Owner

Dr. Kiran Atwal
Former Practice Owner, Non-practising

CAN

FCDSA
Mr. Allister Mason

NL

Dr. Pat Redmond
Practice Owner