investment

Retirement InSight™ — Your Personal Wealth-Building Strategy

Know if Your Retirement Savings Goals are
On-Track — With this Free Service

If you’re like the majority of Canada’s dentists, saving for retirement is entirely your own responsibility.

So how can you be sure you're on track for this vital savings goal? Fortunately, CDSPI Advisory Services Inc. offers a new, no-cost service to assist you. It's called Retirement InSight™ — Your Personal Wealth-Building Strategy. It’s a free retirement savings progress report.

Simply call CDSPI Advisory Services Inc. and request a Retirement InSight™ customization form or download it by clicking here. Fill-out the short form by listing your age, the age at which you expect to retire, the current value of your RRSP assets, and the value of any non-registered investments and/or savings you’ve earmarked for retirement.

Return the form to CDSPI Advisory Services Inc. and a licensed, non-commissioned certified financial planner will calculate a projection of how much income you can expect in retirement, based on your current savings.

A Planning Tip

Meet Our Advisors

What if the projection shows you’ll have less retirement income than you’re hoping for? You can speak — at no cost — to an investment planning consultant at CDSPI Advisory Services Inc. about strategies you can undertake to help achieve your savings goals*.

To learn more, or to obtain the Retirement InSight™ customization form, contact us.

* Restrictions may apply to advisory services in certain jurisdictions.
The Retirement InSight™ service is available exclusively to eligible members of the Canadian dental profession and their families.


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