In this video, CDSPI and Cumberland discuss financial planning with Dr. Chris Kiazyk and his wife, Barb. Learn how CDSPI and Cumberland have supported Dr. Kiazyk over the years, and how they have helped the couple avoid financial stress and effectively plan for their estate while still enjoying retirement.
Speakers:
Steven Moscone, VP, Advisory Services, CDSPI Advisory Services Inc.
Michael Tyler, Investment Planning Advisor, CDSPI Advisory Services Inc.
Gino Ciavarella, Portfolio Manager, Cumberland Private Wealth Management Inc.
Featured Dentist:
Dr. Chris Kiazyk & his wife Barb
Your financial plan extends well into retirement. Book a virtual meeting with an Investment Planning Advisor* from CDPSI to ensure your plan is well positioned for the long term.
*Investment Advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.