Are You Getting the Attention You Deserve?

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

 

FINANCIAL PLANNING

 

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

PORTFOLIO MANAGEMENT

 

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

 

 

Learn more about Privately Managed Portfolios from CDSPI & Cumberland>