A couple meets with a financial advisor in their home.

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:

Leading Portfolio Management

Access to expert portfolio managers who strategically manage your investments.

Freedom

Active management of your portfolio is delegated to a team of professionals who completely understand and respect your needs, risk profile and financial goals. All investment decisions are made for you, freeing you from day-to-day management.

Direct Ownership of Securities

You retain direct ownership of all individual securities in your portfolio.

Personalized Services

Customized wealth management services that cater to your specific needs and financial goals.

Potential Tax Advantages

Opportunities for tax-efficient investing, enhancing your overall returns.

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:

1
Initial Consultation
Meet with an advisor from CDSPI Advisory Services Inc. to discuss your financial goals, current situation, and long-term aspirations.
2
Customized Plan
Based on your consultation, Cumberland’s portfolio managers will design a tailored investment strategy.
3
Implementation
Your investments are managed by Cumberland, with all decisions made to align with your financial objectives.

4
Ongoing Management
Regular reviews and adjustments ensure your portfolio remains aligned with your goals, market conditions, and any changes in your life circumstances.
5
Transparent Reporting
Receive regular updates and detailed reports on your portfolio’s performance.

Resources

Webinar: Cumberland Quarterly Investment Update

April 29, 2024

Contributed By: Cumberland Private Wealth "How will the recent market strength play out? As we expected, the Canadian and US ...

Webinar: Cumberland Year End Investment Review

January 30, 2024

Contributed By: Cumberland Private Wealth "As interest rates pivot from rising to falling, inflation tapers off with no recession yet ...

Investment Review and Outlook

October 17, 2023

Contributed By: Cumberland Private Wealth "An economic soft landing is still in sight as unemployment is relatively low, economic growth ...

Let the Experts Manage Your Wealth so You can Manage your Life.

June 13, 2023

Exceptional leaders recognize that time is their most valuable asset. Strategically allocating it to patient care, nurturing relationships with family ...