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Cumberland Private Wealth Management Inc. provides discretionary portfolio management for clients who typically have household investable assets of $1 million or more. This Private Wealth Management Service is offered through an association between CDSPI Advisory Services Inc. and Cumberland Private Wealth Management.
 

  • Preserve your wealth
  • Grow your assets
  • Generate a stream of income

Advantages

A team of experts working for you

  • Financial Planning by a Certified Financial Planner® (CFP®) professional at CDSPI Advisory Services Inc.
  • Discretionary portfolio management by a  Cumberland Private Wealth Management Inc. Portfolio Manager.
  • These experts will work together to understand your goals and risk tolerance, so you have a financial plan
    that’s right for you.

Professional Account Management

  • You and your CFP® professional at CDSPI Advisory Services Inc. will be regularly kept up-to-date on the performance of your portfolio and receive comprehensive reporting to ensure your investment goals are being fulfilled.

      • Confirmations on all trades
      • Monthly account statements
      • Quarterly Portfolio Valuations
      • Quarterly Investment Outlook Commentaries
      • Annual dividend, capital gains and income statements

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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