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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 />

w w w . t o r d e n t . c o m 35

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