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Self-directed Investment Services

For Do-It-Yourself Investors

CDSPI provides dental professionals with access to Qtrade Direct Investing online brokerage. Qtrade Direct Investing offers award-winning services and a wide range of investment options, preferred margin rates, online research, analysis and monitoring tools.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.

Investment Resources

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 ...
Cumberland Market News

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 ...

Escalators, Elevators and Swings. Advice for riding the stock market.

In the world of the stock market there's an old truism that you might have heard-as a general rule, markets ...