Contact Us

Get in touch during the New
World of Dentistry event

April 12-17, 2021

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Michael Tyler, CFP®, FMA, Investment Planning Advisor, Manitoba Region, CDSPI Advisory Services Inc.
mtyler@cdspi.com
1.800.561.9401 ext. 6847 or 204.808.3274

 

Available
Mon, April 12 – Wed, April 14: 4:30pm – 7:00pm CT

Thurs, April 15: 4:00pm – 6:30 pm CT

Fri, April 16 – Sat, April 17: 8:30am – 4:30pm CT

 

Michael Tyler joined CDSPI Advisory Services Inc. in 2017 as an Investment Planning Advisor for the Manitoba Region, providing expertise in financial wealth management solutions exclusively for the needs of dental professionals. He provides dentists with comprehensive financial planning advice that addresses their personal and professional considerations in the areas of tax, retirement, estate, investment and wealth transfer.

 

Michael offers CDSPI Members a wealth of experience, having worked in the financial services industry for nearly 20 years. Of those, 10 years were devoted to serving high net worth individuals. With previous experience at a firm that provides advice to medical professionals and their families, Michael is well versed in financial planning strategies for the incorporated and high net worth professional. Whether in a one-on-one or large group setting, Michael excels at delivering complex financial planning advice and strategies that are easy to understand and practical. To compliment his industry experience, Michael holds both the Certified Financial Planner® (CFP®) and Financial Management Advisor (FMA) designations.

Renata Whiteman, Senior Advisor, CDSPI Advisory Services Inc.
rwhiteman@cdspi.com

1.800.561.9401 ext. 6806 or 416.385.6806

 

Available

Mon, April 12 – Wed, April 14: 4:30pm – 7:00pm CT

Thurs, April 15: 4:00pm – 6:30 pm CT

Fri, April 16 – Sat, April 17: 8:30am – 12:30pm CT

 

Renata Whiteman joined CDSPI Advisory Services Inc. in 2000. In her current role as senior advisor within the insurance advisory team, Renata advises a range of clients, including dental specialists, general dentists and students, on insurance plans to meet their specific insurance needs.

 

With over 20 years of experience in the insurance industry, Renata shares her knowledge of insurance risk management with dentists across Canada by presenting at regional component societies, study club meetings and Continuing Education courses. Prior to joining CDSPI, Renata was an insurance broker at a home and auto brokerage.

 

Renata holds a Bachelor of Science degree in Biochemistry from the University of Santo Amaro, in São Paulo, Brazil. Renata is licensed as a Level 2 general insurance broker and as a life and accident and sickness insurance advisor.

Julie Berthiaume, Senior Advisor, CDSPI Advisory Services Inc.
jberthiaume@cdspi.com
1.800.561.9401 ext. 6804 or 416.385.6804

 

Available
Fri, April 16 – Sat, April 17: 12:30pm – 4:30pm CT

 

Julie Berthiaume joined CDSPI in 2005. In her current role as Senior Advisor, Julie provides educational sessions on insurance and risk management strategies to dentists and dental students across Canada.

 

With over 15 years of industry experience and an extensive background in claims, Julie uses her experience and expertise to advise dental students and dentists on their personal and professional insurance needs. In her visits to dental schools, Julie provides insights and educates students on the risks that can be addressed with insurance and ways to help protect their financial future.

 

Julie holds a Bachelor of English degree from Carleton University in Ottawa. She is licensed as a general insurance broker and as a life and accident and sickness insurance advisor. In Quebec, Julie is licensed as a Financial Security Advisor and Advisor in Group-Insurance Plans.