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Merger Announcement from CDSPI’s Private Wealth Manager

A new President named for CDSPI

Webinar: CDSPI & MNP discuss the proposed tax changes

Qtrade Investor releases upgraded online application

Collins Barrow interview with CDSPI’s President & CEO

New Toronto-based Financial Advisor

New Ottawa-based Financial Advisor

CDSPI publishes book in co-operation with retirement lifestyle expert,
Dr. Alan Roadburg

New Manitoba-based financial advisor


Merger Announcement from CDSPI’s Private Wealth Manager

Cumberland Private Wealth*(Cumberland) recently announced a planned merger with two other Canadian private wealth firms, Perron Partners Wealth Management Inc. and Norrep Capital Management Ltd. This merger will broaden Cumberland’s national footprint, and more than double the size of their investment team. The combined assets of these firms total approximately $4 billion under management.

CDSPI offers customized portfolio management through Cumberland to clients with more than $1 million in investable assets.

Read the announcement letter from Cumberland’s President & CEO

* Cumberland Private Wealth refers to Cumberland Private Wealth Management Inc. and Cumberland Associates Investment Counsel Inc.

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A new President named for CDSPI

Our President and CEO, Sue Armstrong will be retiring in May 2018. Effective January 1, 2018, Sue hands over her role as President to Ed Dermit, current Vice President of Business Development. Sue will retire from her role as CEO in May.

Sue has led CDSPI for eight years with a dedication to excellence, a clear eye on the future, and a tireless focus on expanding services for the dental community. Ed joined CDSPI in 2014, and has spent his entire 20-year career in the wealth management and insurance industries in progressively senior roles. He is looking forward to guiding CDSPI on its continued mission to enhance the lives of dental professionals.

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Webinar: CDSPI & MNP discuss the proposed tax changes

The proposed tax changes may have a significant impact on your practice and financial plan. MNP discusses what the changes could mean for you, and CDSPI shares strategies that can help minimize the impact of these changes.

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 Qtrade Investor releases upgraded online application

Qtrade for Investors has released a new and improved online application. This streamlined application makes it faster and easier for self-directed investors to open new accounts, and easier for branch representatives to create referrals.

Notably, the new application includes both eID and eSignature, making it entirely paperless. Clients will no longer have to print off or mail physical documents—everything can now be completed online.

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 Collins Barrow interview with CDSPI’s President & CEO

CDSPI, Sue Armstrong from Collins Barrow Toronto on Vimeo.

In celebration of Canada’s 150th anniversary, Collins Barrow has been interviewing business leaders across Canada. In her interview, CDSPI President & Chief Executive Officer Sue Armstrong reveals that—beyond our financial expertise—CDSPI’s strength is our knowledge of, and deep relationships with, the Canadian dental community.

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 New Toronto-based financial advisor 

Lamees Rahif

CDSPI Advisory Services Inc. is very pleased to announce that Lamees Rahif has joined our team as an Investment Planning Advisor serving the Ontario Region. A veteran of the financial services industry with over 25 years of experience, Lamees is looking forward to building relationships with dentists and their families to help them achieve their financial goals. Her experience includes wealth management for high net worth and incorporated professionals. To learn more about Lamees, click here.

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 New Ottawa-based financial advisor 

Tom Kawasaki

CDSPI Advisory Services Inc. is excited to announce that a new bilingual Investment Planning Advisor will now be dedicated to serving the Ottawa Region. This expansion of CDSPI’s local market reach represents an enhancement in its service delivery and dedication to the dental community in eastern Ontario. A veteran of the financial services industry with almost 20 years of experience, Tom Kawasaki’s expertise includes wealth management for high net worth and incorporated professionals. To learn more about Tom, click here.

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CDSPI publishes book in co-operation with retirement lifestyle expert, Dr. Alan Roadburg

A survey conducted by CDSPI, Dr. Alan Roadburg, PhD, and retired dentists indicates that retirement happiness extends beyond financial preparedness. It includes quality of life when retired and replacing the personal satisfaction one normally experiences as a working professional. These insights, along with others, formed the basis for a book CDSPI published in co-operation with Dr. Alan Roadburg, PhD, titled Life After Dentistry: Retirement Lifestyle Readiness. To learn more, you can also attend our presentation, Navigating Retirement: Life After Dentistry, at upcoming dental conventions.

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 New Manitoba-based financial advisor

Michael Tyler
CDSPI Advisory Services Inc. is excited to announce that a new Investment Planning Advisor will now be dedicated to serving the Manitoba Region. This expansion of CDSPI’s local market reach represents an enhancement in its service delivery and dedication to the dental community in Manitoba. A veteran of the financial services industry with almost 20 years of experience, Michael Tyler's expertise includes wealth management for high net worth and incorporated professionals. To learn more about Michael, click here. (Please scroll to bottom of page)

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