CDA Essentials 2018 • Volume 5 • Issue 8

38 | 2018 | Issue 8 S upporting Y our P ractice Dentists have entrusted CDSPI with almost $1 billion 1 of their investments. This is why. It starts with advice. Professional, expert advice is the foundation of any investment strategy. This is provided by Investment Planning Advisors at CDSPI Advisory Services Inc. who each have at least 15 years of experience in the industry and have earned the Certified Financial Planner ® (CFP ® ) designation. Our advisors work exclusively with dentists, their staff and families. They offer unbiased, complimentary financial planning advice as a member benefit of your dental association. Our winning combination gives you a powerful advantage. As an investor, you want every edge you can get to grow your wealth. We give you three . 1 Performance 97% of CDSPI investment funds are in the top two quartiles for 10-year performance. 2 2 Premier Partners We carefully research, screen and select investment firms that have a track record of excellence in investment management and client service. 3 Competitive Prices The buying power of thousands of dental professionals across Canada allows us to offer highly competitive fees on our investment solutions. Are You Maximizing Your Investment Opportunities? CDSPI is a not-for-profit organization whose mission is to provide a broad and meaningful range of customized financial solutions to the dental community, covering every facet of their lives. Professional, expert advice is the foundation of any investment strategy.