Clinicians at the 72nd Annual Winter Clinic - Toronto Academy of ...
Clinicians at the 72nd Annual Winter Clinic - Toronto Academy of ...
Clinicians at the 72nd Annual Winter Clinic - Toronto Academy of ...
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Of Interest to: Dentists Dental Hygienists <strong>Clinic</strong>al Assistants Administr<strong>at</strong>ive Assistants Dental Technologists<br />
<strong><strong>Clinic</strong>ians</strong> <strong>at</strong> <strong>the</strong> <strong>72nd</strong> <strong>Annual</strong> <strong>Winter</strong> <strong>Clinic</strong><br />
Who’s Minding Your Money<br />
Finding Good Investment Advice<br />
— For Better Results<br />
9:00 a.m. – 11:30 a.m.<br />
Room 709<br />
Chair: Dr. Shervin Abbaszadeh<br />
Ron Haik, MBA<br />
<strong>Toronto</strong>, Ontario<br />
About <strong>the</strong> Speaker<br />
Ron is <strong>the</strong> senior investment planning advisor with CDSPI Advisory<br />
Services. His role <strong>at</strong> CDSPI is to provide clients with comprehensive financial<br />
planning integr<strong>at</strong>ing both personal and corpor<strong>at</strong>e assets into a custom<br />
tailored investment and est<strong>at</strong>e plan. Ron has practiced in <strong>the</strong> financial<br />
services industry for over 16 years. His exclusive practice <strong>of</strong> dealing<br />
with dentists provides him with <strong>the</strong> expertise in providing financial solutions<br />
specific to <strong>the</strong> needs <strong>of</strong> <strong>the</strong> dental pr<strong>of</strong>essional. He has extensive<br />
experience as a financial planner, stockbroker as well as both domestic<br />
and <strong>of</strong>fshore priv<strong>at</strong>e banking. He has taught as a pr<strong>of</strong>essor and has lectured<br />
<strong>at</strong> universities and trade conferences around Canada.<br />
Wh<strong>at</strong> you will learn<br />
● Traits good investment companies and advisers have in common<br />
● Understanding industry recognized qualific<strong>at</strong>ions<br />
● Recognizing sales bias<br />
● Long term service……how do you evalu<strong>at</strong>e your adviser<br />
WHO SHOULD ATTEND:<br />
This programme will be <strong>of</strong> interest to all those interested in learning<br />
where to look for sound financial advice and wh<strong>at</strong> criteria to consider in<br />
making choices on selection <strong>of</strong> a financial adviser.<br />
About <strong>the</strong> Program<br />
In a time <strong>of</strong> turbulent markets, getting good investment advice is more<br />
important than ever. But finding good advice isn’t always easy — as highlighted<br />
by recent media stories about investors devast<strong>at</strong>ed by <strong>the</strong>ir problem<strong>at</strong>ic<br />
advisors. This present<strong>at</strong>ion outlines traits th<strong>at</strong> good investment<br />
companies and advisors have in common — such as trustworthiness and<br />
knowledge — and ways to recognize <strong>the</strong>m (for example, through understanding<br />
industry recognized qualific<strong>at</strong>ions and sales fee bias). You’ll also<br />
learn how to measure whe<strong>the</strong>r you are being served well on a continuing<br />
basis, so good advice can transl<strong>at</strong>e into better results<br />
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