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Self-directed Investment Services

For Do-It-Yourself Investors

CDSPI provides dental professionals with access to Qtrade Direct Investing online brokerage. Qtrade Direct Investing offers award-winning services and a wide range of investment options, preferred margin rates, online research, analysis and monitoring tools.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.

New Qtrade Cashback + Free Trades Offer

Qtrade has a new and exciting cash back + Free Trades Offer starting November 28, 2024. Get up to 5% cash back* and more. The more you fund, the more you get.

Investment Resources

Investing as a New Dentist – What You Need to Know

As a newly practicing dentist, investing early can help you achieve your financial goals and grow your savings through the ...

Passing Down the Family Cottage: An Interview with Shawna Perron

For many families, cottages are more than just a valuable asset-they're a place where memories are made, traditions are carried ...

Don’t Pay Unnecessary Taxes: 6 Tax Minimization Tips for Dentists for 2024

No one wants to pay unnecessary taxes. Keep more of your hard-earned income by planning ahead. Here are six tailored ...

A new Cash back + Free trades offer from Qtrade

Qtrade has a new and exciting cash back + Free Trades Offer starting November 28, 2024. Get up to 5% ...

Five Key Financial Considerations for Dental Grads

Contributed by: MNP As new dental graduates embark on their careers, equipping them with financial knowledge sets them up for ...

Consider Making Your Corporation Part of Estate Planning

Is your estate plan in order? You may already have certain elements in place, like a will, insurance and power ...

Customize Your Retirement: Consider an Individual Pension Plan (IPP)

Only you know what you want your retirement to look like. If your practice is incorporated and you are looking ...

Demystifying Trust Funds for Dentists

For many high-income earners, trust funds can provide long-term financial flexibility that creates many options for sharing and preserving wealth ...

Interest Rate Hikes Spark Interest in Annuities

A safe Investment Solution for Guaranteed Income How would you like to have an investment that is considered safe and ...