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• Description |
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Private Wealth Management ServiceIf you’re an affluent investor (with over $1-million in assets to invest) who requires sophisticated investment management, but don’t have the time or expertise to manage a complex portfolio — CDSPI’s Private Wealth Management Service may suit your needs perfectly. Offered in association with CDSPI Advisory Services Inc. and Cumberland Private Wealth Management, this service gives you access to a strategically managed portfolio of investments — tailored for your specific needs. A licensed investment professional makes the decisions about which securities to select within the framework of your personally-approved investment policy. Download Private Wealth Management Service Brochure Note: To view this brochure, you need to have Adobe Acrobat Reader installed on your computer. Video Market CommentariesClick on the links below to watch recent market commentaries by Cumberland Private Wealth Management executives on the Business News Network. • Tuesday, September 6, 2011: http://watch.bnn.ca/#clip527314
CDSPI | Insurance | Investment | Affinity Services | New Dentists/Students | Dental Staff
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