PGL - Products

Podcasts

Want to understand investment topics better? Click on a podcast link below to hear a discussion about a topic of interest or download it to your hard drive.

Legal Expense Insurance
September 30, 2010: Discussion (2:45 mins) with Susan Roberts, BA, FLMI, ACS, AIAA, Director and Deputy Principal Broker, CDSPI Advisory Services Inc.

Pack Travel Insurance This Summer
June 16, 2010: Presentation (3:30 minutes) by Susan Roberts, BA, FLMI, ACS, AIAA, Service Supervisor, Insurance, CDSPI Advisory Services Inc.

Dentists’ Common Investment Questions
April 12, 2010: Discussion (3:19 minutes) with Ron Haik, Senior Investment Planning Advisor, and Evan Parubets, Investment Planning Advisor, CDSPI Advisory Services Inc.

Online Trading 101
December 4, 2009: (4.14 min) with Debbie Okamoto, Senior Investment Planning Advisor, CDSPI Advisory Services Inc.

Tax-Free Savings Accounts
September 4, 2009: Interview (3:24 minutes) with Ron Haik and Debbie Okamoto, Senior Investment Planning Advisors, CDSPI Advisory Services Inc.

Corporate Class Funds
March 30, 2009 Presentation (3:02 mins) by Debbie Okamoto, Senior Investment Planning Advisor, and Evan Parubets, Investment Planning Advisor, CDSPI Advisory Services Inc.

Private Wealth Management
September 24, 2008 Presentation (2:38 mins) by Ron Haik, Senior Investment Planning Advisor, CDSPI Advisory Services Inc.

Is a Group RRSP Right for Your Dental Practice?
April 29, 2008: Interview (5:00 min) with Debbie Okamoto, Senior Investment Planning Advisor, CDSPI Advisory Services.

The Trouble with Timing the Market
March 12, 2008 Presentation (3:40 mins) by Evan Parubets, Investment Planning Advisor, CDSPI Advisory Services Inc.

Young Investors: Why Get Into the Game Now?
September 1, 2007: Interview (3:58 min) with Evan Parubets, Investment Planning Advisor, CDSPI Advisory Services Inc.

Why All Dentists Should Consider Non-Registered Investing
June 26, 2007: Discussion (4:43 min) with Ron Haik and Debbie Okamoto, Senior Investment Planning Advisors, CDSPI Advisory Services Inc.