Beyond the Stars: CDSPI Shines with Morningstar Ratings
Investing in mutual funds, segregated funds or ETFs (exchange-traded funds) can be a complex undertaking, especially in turbulent economic times. ...
Insurance-based Investment Strategies
CDSPI’s Whole Life and Universal Life permanent life insurance policies offer a tax-efficient way to pass your accumulated wealth to your heirs and other beneficiaries. Our advisors draw on a broad range of policies from leading Canadian insurance companies to find best-in-class products that are right for you.
For more information on Insurance-based Investments, contact CDSPI Investment Advisory Services.
Investment Articles
Diversifying Your Portfolio: Understanding Asset Classes
Diversification might sound like a financial buzzword, but it is key to building a healthy and resilient investment portfolio. Instead ...
Laddering: Safely scale to new financial heights
Laddering is a straightforward, low-risk investment strategy that involves systematically investing a set amount at regular intervals in low-risk investments ...
Dollar-Cost Averaging: A smoother path to success
While it might sound complicated, dollar-cost averaging (DCA) is a simple concept that can lead to results that are anything ...
Webinar: Cumberland Year End Investment Review
Contributed By: Cumberland Private Wealth "As interest rates pivot from rising to falling, inflation tapers off with no recession yet ...
The First Home Savings Account: Your Questions Answered
What is the First Home Savings Account? The first home savings account, or FHSA, is a new savings tool to ...
Investment Review and Outlook
Contributed By: Cumberland Private Wealth "An economic soft landing is still in sight as unemployment is relatively low, economic growth ...
Let the Experts Manage Your Wealth so You can Manage your Life.
Exceptional leaders recognize that time is their most valuable asset. Strategically allocating it to patient care, nurturing relationships with family ...
Update on Recent Market News
Contributed By: Cumberland Private Wealth The recent news related to three specific, regional bank situations in the US and one ...