ClearView Financial Plan™

Through CDSPI’s affiliate company, CDSPI Advisory Services Inc., you can obtain a comprehensive financial plan — a road map designed to show you where you are financially, and what steps you may need to take to achieve your financial goals. The ClearView Financial Plan™ — available at no cost — is a detailed financial plan* that can tell you whether or not your investments are properly structured to minimize taxation and whether adjustments are required to your estate plan to prevent your heirs from suffering unnecessary financial hardships.

* Through the ClearView Financial Plan™ service, Quebec residents can obtain an investment analysis.

To learn more about the ClearView Financial Plan™, contact a certified financial planner at CDSPI Advisory Services Inc. at 1-877-293-9455 (toll-free) or (416) 296-9455, extension 5023.