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 ...
Insurance-based Investment Strategies
CDSPI’s Whole Life and Universal Life permanent life insurance policies offer a tax-efficient way to pass your accumulated wealth to your heirs and other beneficiaries. Our advisors draw on a broad range of policies from leading Canadian insurance companies to find best-in-class products that are right for you.
For more information on Insurance-based Investments, contact CDSPI Investment Advisory Services.
Investment Articles
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 ...
Webinar: Cumberland Quarterly Investment Update
Contributed By: Cumberland Private Wealth "How will the recent market strength play out? As we expected, the Canadian and US ...
Beyond the Stars: CDSPI Shines with Morningstar Ratings
Investing in mutual funds, segregated funds or ETFs (exchange-traded funds) can be a complex undertaking, especially in turbulent economic times. ...
Diversifying Your Portfolio: Understanding Asset Classes
Diversification might sound like a financial buzzword, but it is key to building a healthy and resilient investment portfolio. Instead ...
Laddering: Safely Scale to New Financial Heights
Laddering is a straightforward, low-risk investment strategy that involves systematically investing a set amount at regular intervals in low-risk investments ...
Dollar-Cost Averaging: A Smoother Path to Success
While it might sound complicated, dollar-cost averaging (DCA) is a simple concept that can lead to results that are anything ...