Hear from CDSPI, Cumberland and our clients and how they have planned for their financial future at every age and stage - from practising as a dentist to retirement.
Video: In Conversation with Dentists at Every Age and Stage, Part 1 – Practising
In this video, CDSPI discusses financial planning with Dr. Anna Thompson and her husband, Jason. Hear how CDSPI has been able to help Dr. Thompson plan for the purchase of her first practice, and how they have been able to successfully prioritize the couple’s short- and long-term financial goals.
Speakers:
Steven Moscone, VP, Advisory Services, CDSPI Advisory Services Inc.
Michael Tyler, Investment Planning Advisor, CDSPI Advisory Services Inc.
Featured Dentist:
Dr. Anna Thompson & her husband Jason
Video: In Conversation with Dentists at Every Age and Stage, Part 2 – Transitioning to Retirement
In this video, CDSPI and Cumberland discuss financial planning with Dr. Peter Kowal and his wife, Wendy. Find out how CDSPI and Cumberland have been able to help Dr. Kowal with his plans to retire, and how they have been able to optimize the couple’s long-term investment strategy.
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. Peter Kowal & his wife Wendy
Video: In Conversation with Dentists at Every Age and Stage, Part 3 – Retired
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 from practising, well into retirement. Book a virtual meeting with an Investment Planning Advisor* from CDSPI 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.