Private Wealth Management

Top-tier discretionary wealth management for dentists

A couple meets with a financial advisor in their home.

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 substancial 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.

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. To get started, speak with an Investment Planning Advisor at CDSPI Advisory Services Inc.