Work with a Qualified Financial Advisor

Misconception:  All financial advisors are professionally qualified.


The facts:  When you go to a dentist, doctor, lawyer or any other professional, you expect them to have completed multiple degrees, had extensive training, to be registered, licenced and permitted to practise the profession, and authorized to use the profession’s title and designations.


Many people are under the impression that financial advisors need to be similarly qualified to practise their profession. Not true.  Anyone can legally hang out a shingle and claim to be a financial advisor.


A qualified financial advisor will have post-secondary education, financial advisor-related licenses, certifications and designations to prove they have the training and knowledge to provide financial advice to help clients achieve their financial goals.


The gold standard is the Certified Financial Planner® (CFP®) designation.  It is issued by the Financial Planning Standards Council “to meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.” Source:  Financial Planning Standards Council.


All financial advisors with CDSPI Advisory Services Inc.* have a CFP® designation and a minimum of ten years of experience in the financial industry.  Because they work exclusively with dentists, they understand the unique challenges you face, and how to integrate your personal and professional financial needs.


*Financial planning services are provided by licensed advisors at CDSPI Advisory Services Inc.  Restrictions to advisory services may apply in certain jurisdictions.

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