Investments
A NEW Cash Back + Free Trades Offer from Qtrade
Qtrade has a new and exciting no-hurdle Cash Back + Free Trades Offer beginning August 6, 2025.
Building Your First Business Plan as a Dentist
Whether you’re buying an existing clinic or starting from scratch, a clear business plan is your roadmap.
Handling the Financial Side of “Divorcing” Dentistry
As with any major life transition, careful planning for both the immediate and long-term financial impact is essential.
Growing Your Dental Practice
A structured growth plan is integral when expanding your dental practice.
Continuing Education: Should You Buy, Join or Start Your Own Dental Practice?
This course shares essential insights for dentists and dental students navigating the decision to buy, join, or start a dental practice.
Building A Cash Flow Plan: A Guide for Aspiring Practice Owners
"You need a plan that ensures you can meet your obligations, pay yourself, and keep your business healthy.”
Estate Freezes for Dentists
Planning for the eventual transfer of your dental practice or corporate wealth requires foresight and careful planning.
Trusts for Dentists: What You Need to Know
"How do I make sure my kids inherit wisely, not just quickly?"
Capital Dividend Accounts: A Guide for Dentists
A look at how dentists can unlock tax-free dollars using permanent life insurance.
Essentials for Dentists Buying a Home
Buying a home is likely one of the biggest financial decisions you will make. We'll walk you through what you need to know to protect your new investment and your financial future.
Tariff Update: Insights and analysis on the imposition of U.S. tariffs on Canada
U.S. President Trump followed through on his threat that April 2 would mark a “Liberation Day” of tariff hikes to counteract what the White House perceives to be ‘unfair’ trade practices.
CDSPI Funds Top the Table for the Second Year in a Row!
For the second consecutive year, CDSPI’s Family of Funds ranked #1 in investment performance based on data from Morningstar Direct.
A Grain of Salt
If you're turning to social media for your financial advice, this is what to watch out for.
Debt: Minimizing Stress and Maximizing Benefits
The odds of successfully managing debt, and your stress are better when you create a clear plan of action to pay it down.
A Market Update from Cumberland Private Wealth
Our partner, Cumberland Private Wealth, has prepared an exclusive Quarter-End report on the current market volatility following recent geopolitical events.
Investing as a New Dentist – What You Need to Know
We'll help you create a financial plan that balances risk and reward to help you achieve your financial goals.
Passing Down the Family Cottage: An Interview with Shawna Perron
For those who wish to keep the cottage in the family, careful planning is essential to avoid significant tax burdens that come with inheriting a property.
Don’t Pay Unnecessary Taxes: 6 Tax Minimization Tips for Dentists for 2024
Keep more of your hard-earned income by planning ahead.
Five Key Financial Considerations for Dental Grads
As new dental graduates embark on their careers, equipping them with financial knowledge sets them up for success.
Consider Making Your Corporation Part of Estate Planning
The goal is to meet your own needs during your lifetime, while maximizing what you leave for others. That’s where your dental corporation can play a key role.
Customize Your Retirement: Consider an Individual Pension Plan (IPP)
If your practice is incorporated and you are looking for a more significant nest egg with even better income tax protection than an RRSP, an Individual Pension Plan could be the answer.
Demystifying Trust Funds for Dentists
They can provide long-term financial flexibility that creates many options for sharing and preserving wealth and optimizing tax savings.
Interest Rate Hikes Spark Interest in Annuities
How would you like to have an investment that is considered safe and will pay you a guaranteed income every year for the rest of your life?
