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Private Wealth Management
Top-tier discretionary wealth management for dentists
Privately Managed Portfolios through CDSPI's exclusive partnership with Cumberland Private Wealth Management (“Cumberland”) offers clients top-tier discretionary wealth management services that cater to those in a successful and demanding profession. Cumberland is a highly respected wealth management firm and trusted fiduciary for families, individuals and foundations in Canada and abroad.
This service is tailored for individuals with household investable assets exceeding $1 million, providing investment solutions for dentists who:
Have accumulated substantial investable assets and are looking for professional management.
Prefer an approach to investing where expert managers handle all investment decisions.
Seek personalized wealth management tailored to their unique financial situation and goals.
What are the Benefits?
With Cumberland Private Wealth Management, clients enjoy:
What Can You Expect?
All of our Investment Planning Advisors with CDSPI Advisory Services Inc. are CERTIFIED FINANCIAL PLANNER® professionals with extensive knowledge of the financial challenges faced by successful dental practices. Partnering with Cumberland ensures a seamless, collaborative process that involves:
Initial Consultation
Meet with an advisor from CDSPI Advisory Services Inc. to discuss your financial goals, current situation, and long-term aspirations.
Customized Plan
Based on your consultation, Cumberland’s portfolio managers will design a tailored investment strategy.
Implementation
Your investments are managed by Cumberland, with all decisions made to align with your financial objectives.
Ongoing Management
Regular reviews and adjustments ensure your portfolio remains aligned with your goals, market conditions, and any changes in your life circumstances.
Transparent Reporting
Receive regular updates and detailed reports on your portfolio’s performance.
Resources
Webinar: Cumberland Year End Investment Review
Investment Review and Outlook
Let the Experts Manage Your Wealth so You can Manage your Life.
Update on Recent Market News
The Problem with Comparing GICs to Fixed Income Funds
Year End Investment Review and Outlook
Understanding Today’s Real Estate Market
Economic Overview and Market Outlook Q2 2022
We're Here to Help
Ready to elevate your wealth management? Professional Investment Planning Advisors from CDSPI Advisory Services Inc. are here to help you navigate the distinctive challenges and opportunities you encounter as a dentist and to provide you with expertise, personalized service and peace of mind.