CDSPI Advisory Services Inc.

Who We Are

CDSPI Advisory Services Inc. is a licensed insurance agency and affiliate of CDSPI — the non-profit company that has been serving dental professionals for nearly 50 years.

Our dedicated group of professional advisors provide expert insurance and investment planning advice to Canadian dentists, their staff and their eligible family members.*

Best of all, our licensed advisors are non-commissioned, so you’ll never be pressured into buying anything.

* Restrictions may apply to advisory services in certain jurisdictions.

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What We Do

We offer advice* on all aspects of your insurance and investment planning, from how to identify your financial goals to how to achieve them.

And during a convenient phone consultation, our advisors can perform a comprehensive analysis of your insurance and investment portfolios, suggesting changes that may help you to improve your financial security.

We’ll also show you the best strategies for saving for your investment goals such as your children’s education, a new home, your own retirement, or next year’s vacation.

* Restrictions may apply to advisory services in certain jurisdictions.

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Benefit from Personal, One-on-One Service

When you call CDSPI Advisory Services Inc. for assistance with your insurance or investment planning, you can request — if you wish — that one professional advisor be personally assigned to either your insurance or investment account. This can make your planning consultations more efficient — as you’ll be speaking with a professional who will have a continual understanding of your specific needs. To have an insurance planning advisor personally assigned to you, call CDSPI Advisory Services Inc. at 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5002. To request a personal investment advisor, dial extension 5023.

Meet Our Advisors*

Bee Braganza

As a general insurance broker and life insurance agent at CDSPI Advisory Services, Bee can assist you in building a complete insurance portfolio — taking into account your life and health, legal/liability and office insurance needs. To contact Bee, call
1-877-293-9455 (toll-free) or (416) 296-9455, extension 5002, or e-mail: insurance@cdspiadvice.com

Tim Bugden

Tim is a Certified Financial Planner and has over 10 years of experience in the investment industry. He works exclusively for dental professionals and their families in the Maritimes. To reach Tim for no-cost investment planning advice, dial 1-877-293-9455, extension 6871, or e-mail: investment@cdspiadvice.com

Ron Haik

Ron Haik, MBA, CFP, FMA, FCSI, CSWP™, is Vice-President, Investment Services. He brings to CDSPI Advisory Services nearly 20 years of experience in the investment industry. To reach Ron for no-cost investment planning advice, dial 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5023, or e-mail: investment@cdspiadvice.com

Marilyn Hill

Protecting yourself, your family and your business from the financial consequences of a serious illness or injury are crucial considerations for your insurance portfolio. As a general insurance broker and life insurance agent at CDSPI Advisory Services, Marilyn can help you understand all of your life, disability, accident and illness insurance coverage needs. To contact Marilyn, call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5002, or e-mail: insurance@cdspiadvice.com

Julie McGivern

If you’re a dentist starting out in your career, you’ll have special considerations when it comes to planning your life and health insurance coverages. As a general insurance broker and life insurance agent working for New Dentist Services at CDSPI Advisory Services — Julie can give you a complete understanding of these important issues. To contact Julie, call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5007, or e-mail: grads@cdspiadvice.com

Emma Nair

As a general insurance broker and life insurance agent at CDSPI Advisory Services, Emma can provide you with professional planning advice for your life and health, legal/liability and office insurance needs. To contact Emma, call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5002, or e-mail: insurance@cdspiadvice.com

Debbie Okamoto

Debbie is a Certified Financial Planner and has over 14 years of experience in the investment industry. To build an investment portfolio tailored to your individual needs, contact Debbie at 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5023, or e-mail: investment@cdspiadvice.com

Andrey Osadchiy

As a general insurance broker, Andrey can assist you in understanding your office insurance coverage needs. To reach Andrey at CDSPI Advisory Services Inc., call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5002, or e-mail: insurance@cdspiadvice.com

Evan Parubets

Evan is a Certified Financial Planner has been helping clients meet their financial goals for over six years. For planning advice about your investment portfolio, call Evan at 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5023, or e-mail: investment@cdspiadvice.com

Archie Pedden

Archie has over seven years of experience in the financial services field — including providing prudent investment advice to high-net worth clients. Archie is a Certified Financial Planner and also possesses the Certified Professional Consultant on Aging (CPCA) designation. For no-cost investment planning assistance, you can reach Archie at 1-877-293-9455 (toll-free) or (416) 296-9455, ext. 5023 or e-mail: investment@cdspiadvice.com

Arlene Pelley

Arlene is a Certified Financial Planner and has over 20 years of experience in the financial planning industry. She provides wealth management solutions exclusively for dental professionals and their families in the Alberta region. To reach Arlene for no-cost planning advice, dial 1-877-293-9455, extension 6875, or e-mail: investment@cdspiadvice.com

Anca Poirier

As a general insurance broker, Anca can help you understand your legal/liability and office insurance coverage needs. To contact Anca at CDSPI Advisory Services Inc., call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5002, or e-mail: insurance@cdspiadvice.com

Susan Roberts

Susan is a general insurance broker and life insurance agent at CDSPI Advisory Services and is also the company’s Director and Deputy Principal Broker. In Quebec, Susan is licensed as a Damage Insurance Broker and as a Financial Security Advisor and Advisor in Group-Insurance Plans. To contact Susan, call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5002, or e-mail: insurance@cdspiadvice.com

Corinne St. Jarre

If you’re a newly practising dentist, you should speak with Corinne. As a life insurance agent and general insurance broker working for New Dentist Services at CDSPI Advisory Services — Corinne can give you a complete understanding of your insurance needs. In Quebec, Corinne is licensed as an Advisor in Group Insurance and Group Annuity Plans. To reach her, call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5007, or e-mail: grads@cdspiadvice.com

Michael Trklja

Certified Financial Planner Michael Trklja has over 20 years of experience in the financial services industry — including extensive experience as a stockbroker and financial planner with major Canadian financial institutions. To reach Michael for no-cost assistance with your investment planning, call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5023 or e-mail: investment@cdspiadvice.com

Renata Whiteman

Call Renata for planning advice on virtually any aspect of your personal or professional insurance portfolio. Renata is a general insurance broker and life insurance agent at CDSPI Advisory Services. To contact Renata, call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5002, or e-mail: insurance@cdspiadvice.com

Olga Yoffe

It’s crucial to protect yourself, your family and your dental practice from the financial consequences that a serious illness or injury could bring. As a life insurance agent and general insurance broker at CDSPI Advisory Services, Olga can help you understand all of your life/health and legal/liability coverage needs. To contact Olga, call 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5002, or e-mail: insurance@cdspiadvice.com

* Restrictions may apply to advisory services in certain jurisdictions.

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