In Conversation with Dentists at Every Age and Stage: Practising

In this video, CDSPI discusses financial planning with Dr. Anna Thompson and her husband, Jason. Hear how CDSPI has been able to help Dr. Thompson plan for the purchase of her first practice, and how they have been able to successfully prioritize the couple’s short- and long-term financial goals.
Speakers:
Steven Moscone, VP, Advisory Services, CDSPI Advisory Services Inc.
Michael Tyler, Investment Planning Advisor, CDSPI Advisory Services Inc.
Featured Dentist:
Dr. Anna Thompson & her husband Jason