- Student
- Associates
- Practice Owners
- Retirement Mode
Retirement Mode
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.
CDSPI Funds
Privately Managed Portfolios
If you have investable assets over $1 million, you can access top-tier discretionary wealth-management services.
Self-Directed Investment Services
For do-it-yourself investors, CDSPI provides dental professionals with exclusive, preferred pricing with Qtrade Securities Inc.
Permanent Life - Whole Life and Universal Life
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.
CDSPI Retiree Benefits
Provides continuing health and dental coverage for you and your family during retirement.
Travel Edge/Travel Edge Plus
Provides you with emergency medical coverage anywhere in the world outside your home province and includes a broad range of coverage. Available through one low premium that covers you for an entire year.
CDSPI Home & Auto
Offers a variety of advantages including 24/7 claims assistance and multi-line discounts. Provides preferred group rates for dental professionals, their spouses, staff, and dependents.
Personal Umbrella Liability
Aviva has renewed this plan and announced changes to the plan for 2021. The new plan brochure will be available early in 2021. Click here for details about the changes.
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)
- EAP by: Shepell (from itunes.com)
- EAP by: Shepell (from play.google.com)
Members' Assistance Program
Life happens.
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.
Phone: 1.844.578.4040
Online: workhealthlife.com
Mobile app:
EAP by: Shepell (from itunes.com)
EAP by: Shepell (from play.google.com)
