CDSPI presents, Profit and Protect - Learn from the experts on interest rates, inflation and cyber crime

About this Seminar

Join us for an exclusive learning session featuring a lineup of distinguished experts in accounting, finance, insurance, investments, and cybersecurity. In today's ever-evolving financial landscape, safeguarding and enhancing the prosperity of your dental practice is paramount. 

This engaging and interactive session will provide you with proven strategies and actionable knowledge to help you navigate and thrive amidst the escalating challenges of rising interest rates, inflation, and cyber threats. Fortify your practice's financial stability while also fostering valuable connections within the dental community. 

Learning Outcomes:

• Acquire strategies for financial planning, tax minimization, and investment growth in today's dynamic environment. 


• Be able to make informed decisions based on market insights and forecasting.


• Understand the cyber threats facing dentists and how to safeguard your practice.


• Delve deeper and get your questions answered in the live Q&A session. 

Presenters

About Shane Webster, CPA, CA

Partner, Professional Services

Shane Webster, CPA, CA, is a Senior Manager with MNP's Assurance Services group in Regina and the Regional Leader of MNP's Professional Services practice in South Saskatchewan. Shane delivers assurance services as well as innovative tax and business advisory solutions to small to medium sized owner-managed business as well as professionals - including doctors, dentists, optometrists, veterinarians and lawyers. 

Working closely with his clients, Shane takes the time to get to know their operations and unique financial situations. He explains complex subjects such as tax planning opportunities and constraints in a manner that allows his clients to easily understand issues. Proactively identifying potential issues, Shane delivers practical, innovative solutions that allow his clients to make informed decisions based on their strategic goals and plan for today, the future, retirement and succession. 

Shane was designated a Chartered Accountant (CA) in 2010 and has a Bachelor of Business Administration degree from the University of Regina. He has also completed the Canadian Institute of Chartered Acountants' In-Depth Tax Course. Active in the community, he is a volunteer Director of the University of Regina Rams Football Club and a mentor for the Martin Aboriginal Education Initiative. 

About Shane Dewling, BA, CFP®, FMA®

Investment Planning Advisor, CDSPI Advisory Services Inc

Shane Dewling is an Investment Planning Advisor who holds the CFP and FMA designations as well as a Bachelor of Arts degree. Shane has 20 plus years of experience working with high-net-worth clients in the areas of tax planning, estate planning, retirement, and wealth management. Shane also has expertise helping dentists leverage their business assets through the incorporation or sale of their dental practice.

About John McSherry, CAIA, CFP, CIM

Portfolio Manager, Cumberland Private Wealth

John McSherry is a Portfolio Manager at Cumberland Private Wealth Management Inc., having started his career at the firm in 2014. Through continued self-education, valuable experiences and his full commitment, he successfully progressed to senior client relationship roles at Cumberland. Mr. McSherry focuses his efforts on a client experience that is founded on the combination of financial planning and portfolio management principles, so as to ensure every client's wealth and financial goals are managed holistically. 

Mr. McSherry earned his Chartered Alternative Investment Analyst, Certified Financial Planner and Chartered Investment Manager designations. He is currently a director of the Greenwood College School Foundation, and a shareholder of Cumberland Partners Limited, the firm's parent company. 

About Chris Chin, BSc, MSc

Healthcare & Professional Specialist, Scotiabank

Chris Chin is a Healthcare & Professional Specialist with over 21 years of experience within the banking industry, holding progressively senior roles and receiving accolades throughout his career. He specializes in practice financing, tailored banking advice, and solution specific to the needs of busy professionals. 

Chris is deeply involved and passionate in advising the dental professional community. From commercial real estate to leaseholds and equipment financing, he is committed to delivering best-in-class advice and services to dentists to help them achieve their financial goals. 

Chris holds a BSc Degree from Nova Southeastern University in Business Administration and Management, a Diploma from the Saskatchewan Polytechnic in Financial Support Services, and a MSc Degree from Central Connecticut State University in Educational Leadership and Administration. 

About Julie Berthiaume, CAIB

Bilingual Senior Insurance Advisor, CDSPI Advisory Services Inc.

Julie Berthiaume is an Insurance Advisor who holds a Bachelor of Arts (BA), the CAIB designation and she is licensed as a general insurance broker and as a life and accident and sickness insurance advisor. Julie provides educational sessions on insurance and risk management strategies to dentists and dental students across Canada. Her extensive background in claims with 18+ years of industry experience underpins her passion for ensuring everyone has the protection they need.