CDSPI helps dentists and dental students achieve and maintain financial well-being by empowering them to protect and grow their wealth with customized financial advice, insurance, and advice. This is provided as an exclusive benefit of membership in participating dental associations in Canada. CDSPI, a not-for-profit, only serves dental professionals and this singular focus ensures a thorough understanding and appreciation of your needs while offering the deepest level of service and expertise to help you achieve your goals.

OUR MISSION 
To provide a broad and meaningful range of customized financial solutions to the dental community, covering every facet of their lives.

OUR VISION 
To be the #1 choice in the Canadian dental community for advice and our tailored insurance and investment solutions.

The right advice makes all the difference. Visit cdspi.com and book a meeting with an advisor at CDSPI Advisory Services Inc. or call 1.800.561.9401. 

Moderation
We welcome respectful questions, feedback and differing viewpoints. Moderation is not intended to limit discussion, but to maintain a constructive environment. Comments that are abusive, degrading, harassing, discriminatory or personally targeted toward staff or others may be removed.

We encourage thoughtful conversation and welcome a range of perspectives. At the same time, we will not tolerate comments that are insulting, harassing, degrading or personally directed at our staff or others in this community. Comments of this nature may be removed to help keep this a respectful space for everyone.

CDSPI

Cory Garlough

This department manages the organization's financial records, ensuring accurate reporting and compliance with regulations.

Accounting Department

This department provides strategic guidance and oversight to the organization's leadership.

Advisory Council

This department focuses on providing expert guidance and strategies for investment and financial planning.

Investment Advisory

This department provides expert guidance and strategic advice to support decision-making processes.

Advisory Services

This department focuses on optimizing customer interactions and enhancing overall satisfaction.

Customer Experience

This department focuses on managing customer interactions and ensuring satisfaction through effective support and service strategies.

CDSPI

Org chart

Teams

Accounting Department

Advisory Council

Investment Advisory

Advisory Services

Customer Experience

Customer Service

Offices