As your portfolio grows to a substantial size, your investment management needs are bound to evolve. You deserve the highest level of service and attention—the kind that is provided by an exclusive private wealth manager.
CDSPI has selected Cumberland Private Wealth Management Inc. (Cumberland) as the portfolio management partner to provide this elite service. Cumberland builds customized portfolios for dentists who have accumulated more than one million dollars of investable assets.
Working together, CDSPI and Cumberland take a comprehensive approach to wealth management.
WORKING TOGETHER TO MANAGE YOUR WEALTH
Dedicated attention from a personal Investment Planning Advisor
Creation of a personalized financial plan with an appropriate asset allocation for your goals
Continued review to provide ongoing adjustment as your circumstances change
Unbiased advice as a no-cost member benefit of your provincial or territorial dental association
Direct attention from a personal Portfolio Manager who acts as a fiduciary
Discretionary wealth management to make portfolio decisions based on the requirements of your plan
Individualized reporting provides monthly reports and quarterly consultation (by phone or in person)
Low percentage fee based on amount invested provides value for cost