Please join us in congratulating our advisor Debbie Okamoto, CFP®, Senior Investment Planning Advisor on her retirement on May 31, 2022. Debbie has worked with dentists at all stages of their careers providing financial planning solutions that address their investment, retirement, tax, and estate planning goals, while minimizing exposure to risk. A veteran of the financial services industry, we will all miss her as she starts on her new chapter. Happy retirement and congratulations, Debbie.
We are pleased to announce Matthew Wright, Investment Planning Advisor will be working closely with Debbie to provide a seamless transition for her clients and the same great service. Matthew is passionate about helping clients achieve their personal and business goals throughout all the milestones in their lives and careers. He has been in the financial services industry since 2010 and he joined the team at CDSPI Advisory Services Inc. in 2015.
CDSPI has been a trusted partner for over 60 years and has stood for innovative products, outstanding service and an unfailing dedication to supporting Canadian dentists and their families.
If you would like a review of your portfolio or anything else, he can be reached at 1.800.561.9401 ext. 6861 or at email@example.com.