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CDSPI Investment and Wealth Management Services provides you with the flexibility to customize your financial plan and help meet your objectives1:

  • CDSPI Funds offer a diversified family of 36 investment funds that are managed by Canada’s leading fund managers.
  • For an evaluation of your investment plan, CDSPI offers financial planning solutions that can help keep your goals on track.
  • For those investors who typically have $1 million or more in household investable assets, the Private Wealth Management Service offers greater customization of your portfolio.
  • If you prefer self-directed management of your portfolio, then consider the Online Brokerage Service.

 

Open Open an TFSA

  • LOW FEES: Low MERs give you up to a one per cent “head start” on your investments versus comparable funds.~
  • PERFORMANCE: 90% of funds are in the top 2 quartiles for 10-year performance and 28 out of 33 funds that are rated have an overall Morningstar rating of 4 or 5.*
  • NO SALES COMMISSIONS: No back-end loads or routine service fees for opening or closing an account or transferring money between funds.**
  • ADVICE: No-cost, non-commissioned advice from a CFP® professional with at least 15 years of financial services experience.+

Financial Planning Solutions

CFP® professionals at CDSPI Advisory Services Inc. offer dentists, dental staff and their families financial solutions that address their personal and professional objectives at any life stage.


 

Private Investment Management Services

For investors who typically have household investable assets of $1 million or more, Cumberland Private Wealth Management  can provide discretionary wealth management of your portfolio.



Online Brokerage Services

If you prefer to make your investment decisions yourself, choose one of Canada’s leading online brokerages, Qtrade. Due to CDSPI’s relationship with Qtrade, dental professionals and their families benefit from exclusive pricing.

 

1All members of the participating provincial or territorial dental associations, their dental office staff, dental association staff and their immediate family members are eligible to participate.

~Source: Morningstar Inc., December 31, 2016. Management fees are subject to applicable taxes.
For the period ending December 31, 2016
* For the period ending December 31, 2016
+Advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.

Past performance is not necessarily indicative of future results. For more details on the calculation of Morningstar quartile rankings, please see www.morningstar.ca

**Surcharges may be levied for short-term trading

Advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.


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