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Financial Wellness for Dentists - Growing Your Wealth and Protecting What's Important

About this Seminar

2021 continues to be a year of seismic change. While the way the world works, lives and relates has profoundly shifted, CDSPI’s focus is something you can always count on – Advancing the financial wellness of dentists.

Join Shane Dewling, an investment planning advisor at CDSPI together with portfolio managers Gino Ciavarella and John McSherry of Cumberland Private Wealth Management as they discuss the tremendous growth in almost all investment asset classes and provide guidance, insights, and advice to help you build wealth and confidence in these unparalleled times. Protecting what you’ve worked so hard to build is equally important and as dentists, the biggest risk you face is your ability to continue earning a living. Senior Insurance Advisor Renata Whiteman will explore how you can use insurance to its fullest potential to protect your present state as well as your future.

CDSPI, as not-for-profit is committed to giving back to the dental community. One way we do this is by sponsoring the Members’ Assistance Program, a free, confidential health and wellness service provided by LifeWorks. The session will be closed off by a brief tour of the services available to support your physical, emotional and mental wellbeing.

Presenters

Shane Dewling, BA, CFP®, FMA

Investment Planning Advisor - CDSPI Advisory Services Inc

Renata Whiteman

Senior Advisor CDSPI

About Shane Dewling, BA, CFP®, FMA

Investment Planning Advisor - CDSPI Advisory Services Inc

Shane Dewling joined CDSPI in 2015 as an Investment Planning Advisor for dental professionals and their families. He provides investment planning expertise in the areas of tax planning, estate planning, retirement and wealth management. Shane is also well versed in helping dentists leverage their business assets through the incorporation or sale of their dental practice.

Shane, who holds both the Certified Financial Planner® professional (CFP®) and Financial Management Advisor (FMA) designations, is a wealth management specialist with over 20 years of experience working with High Net Worth (HNW) clients, such as physicians, accountants, lawyers, and dentists. For much of his career, he worked with a national firm serving medical professionals and their families.

1.800.561.9401 ext. 6863

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www.cdspi.com

About Renata Whiteman

Senior Advisor CDSPI

Renata Whiteman joined CDSPI Advisory Services Inc. in 2000. In her current role as a senior advisor within the insurance advisory team, Renata advises a range of clients, including dental specialists, general dentists and students on insurance plans to meet their specific insurance needs.

With over 20 years of experience in the insurance industry, Renata shares her knowledge of insurance risk management with dentists across Canada by presenting at regional component societies, study club meetings and convention Continuing Education courses. Prior to joining CDSPI, Renata was an insurance broker at a home and auto brokerage.

Renata holds a Bachelor of Science degree in Biochemistry from the University of Santo Amaro, in São Paulo, Brazil. Renata is licensed as a Level 2 general insurance broker and as a life and accident and sickness insurance advisor.

Cost

DesignationCost
  • Location Virtual
  • Date 2021 December 04
  • Start time 9:00 am
  • End time 12:00 pm
  • Credit hours 3
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