If you’re approaching retirement or already retired, your financial priorities are changing as you focus on protecting yourself, living on your retirement savings and leaving a legacy for your loved ones. Sound insurance and investment advice is critical, even in retirement.
We provide financial planning expertise and exclusive access to insurance and investment solutions tailored to your changing needs—while offering preferred pricing exclusively for dental professionals.
And if you’re planning to maintain your practice beyond age 65—perhaps part time—you can continue to access essential insurance plans for your practice, such as malpractice and office insurance. We can also provide coverage for your personal needs—including health, disability, travel, home and auto insurance.
Permanent Life - Whole Life and Universal Life
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Whole Life and Universal Life insurance protects your wealth and helps you meet your long-term financial and estate planning goals. These policies allow you to combine lifetime insurance with a tax-efficient accumulation of assets for your estate.
There are a number of tools and calculators available to help you plan for your future. Please select from our list below:
- Retirement Readiness Calculator (from The Globe and Mail)
- Tax Free Savings Account vs. Regular Savings calculator (from Retirement Advisor.ca)
- EAP by: Shepell (from itunes.com)
- EAP by: Shepell (from play.google.com)
Members’ Assistance Program
Let us help.
The Members’ Assistance Program (MAP) safeguards the wellbeing of dental professionals. The Program provides confidential, no cost support and advice for dentists, dental staff and their immediate family members. It offers assistance on work, life and health matters, in a variety of ways suiting each situation and lifestyle.
MAP services are offered through Shepell, Canada’s largest provider of Employee and Family Assistance Programs.