Brian Buirs

Brian Buirs is an Investment Planning Advisor who holds a B Comm degree, FMA® designation, and is a CFP professional. Brian is a wealth management professional with 20 years of experience working with high-net-worth clients. He joined CDSPI Advisory Services Inc. in 2015 working with dental professionals and their families on their financial planning needs in the areas of investment, retirement, tax, and estate planning. He is also experienced at optimizing income splitting and capital gains exemption opportunities stemming from the incorporation or sale of dental practices.

Perspectives on working with dentists

Formerly a real estate broker, Brian was inspired to become a financial planner by his own financial advisor. He gained extensive experience providing financial advice to physicians and their families as a financial planning advisor at a national firm. Brian found the size and culture of CDSPI to be the perfect setting to serve the dental community.

Brian enjoys collaborating with dentists to create their financial strategies. He supports his clients with a financial plan. He builds trust and is adept at managing the relationships he has built with his clients whether the market is stable, in an upturn, or a downturn. Brian encourages his clients to use investment and insurance vehicles to develop their retirement nest egg and achieve their goals. He appreciates and enjoys the complexity of dentists’ financial strategies which often involve cross-collaboration with a dentists’ team of advisors including lawyers, and accountants who all strive to help dentists meet their objectives and financial goals.