• January 31, 2023

    Qtrade ranked #1 ‘Best Online Brokerage Service Experience’ by Surviscor

    Our discount brokerage partner, Qtrade Direct Investing, has been ranked Canada’s Best Online Brokerage Service Experience by Surviscor with a score of 91%. Qtrade Direct Investing provides the best customer service experience amongst Canadian online brokerage firms, beating out competitors such as Wealthsimple Trade and Questrade. Click here to view the complete ranking and press […]

  • January 19, 2023

    A Message from our President & CEO, Ed Dermit

    Happy New Year! I hope you celebrated the start of 2023 in good health with family and friends. As we move into the new year, I’d like to take a moment to thank you for your continued trust and support of CDSPI. It is this trust that our clients have in us that has helped […]

  • January 18, 2023

    We’ll see you at PDC 2023

    Vancouver, BC March 9 – 11, 2023 Pacific Dental Conference Register now CDSPI is excited to be back as a sponsor and presenter at the Pacific Dental Conference and Tradeshow 2023. Join us on Thursday, March 9, 8:30 – 11:00 am for An Insider’s Look at Maximizing Your Practice Value and Practice Transitions with Timothy […]

  • January 13, 2023

    Dentists, Laugh and Learn to Lower your Financial Stress at the ODA ASM23

    Toronto, ON May 11 – 13, 2023 ODA ASM23 Learn more Toronto, ON May 11 – 13, 2023 ODA ASM23 Learn more CDSPI is excited to be a part of the ODA ASM23 as the anchor sponsor. Looking forward to joining the dental community for another great conference at the Metro Toronto Convention Centre May […]

  • January 6, 2023

    NLDA Retirement Gala for Tony Patey

    Left to right: Lyle Best (former Board Chair of CDSPI) and his partner Marnie Weckel, Tony and Beverly Patey, Ed (President & CEO of CDSPI) and Darlene Dermit, at the NLDA Retirement Gala for Tony Patey. On October 15th, 2022 the Newfoundland and Labrador Dental Association (NLDA) hosted the Retirement Gala for Anthony (Tony) Patey. […]

  • January 6, 2023

    The 2022 Lyle Best Humanitarian Award Recipient: Dr. Aaron Kim

    Photo taken by Corinne Kopansky   A highlight of the 2022 Smile Gala Snow Ball on November 5, was the announcement that Dr. Aaron Kim was the recipient of this year’s Lyle Best Humanitarian Award. Dr. Kim’s humanitarian work in Southern Africa started in 2005 when he and his team of undertook dental mission trips […]

  • December 23, 2022

    FCDSA Conference

    CDSPI is excited to be a platinum sponsor of the FCDSA Canadian Dental Student Conference on January 13-14, 2023, at the Marriott Chateau Champlain in Montreal. Strengthen your financial foundation and build the habits needed to maintain a lifelong state of financial wellbeing when you join Sarah Tufts, Manager of Customer Experience and Marketing and […]

  • December 20, 2022

    Get up to $2,000 Cashback with Qtrade

    Move forward with your investments. With Qtrade Direct Investing™, get up to $2,000 cash* when you open a new online brokerage account. The more you invest, the more you’ll receive. To qualify: 1 Open a new online brokerage account (promo code CASHOFFER2023) by March 1, 2023 2 Deposit/transfer in a minimum of $5,000 by March […]

  • September 27, 2022

    On The Road with CDSPI

    CDSPI is on the road a lot these days visiting universities across the country meeting tomorrow’s dentists and welcoming them to the financial services organization created by dentists for dentists. Board Chair Jeff Williams recently spoke at the graduation dinner for Dalhousie students. Dear Dr. Williams, On behalf of the Dalhousie University’s Dentistry Class of […]

  • September 22, 2022

    Important Information About Hurricane Fiona

    Hurricane Fiona is expected to bring dangerous weather conditions to areas of the Maritimes from late on Thursday, September 22 through Saturday, September 24. Zurich Insurance has helpful emergency response plans available to help you prepare for the storm: Flood Emergency Response Plan and Windstorm Emergency Response Plan. Potential Hazards Include: Severe and damaging wind […]