Consider Making Your Corporation Part of Estate Planning
Is your estate plan in order? You may already have certain elements in place, like a will, insurance and power ...
Investments
Customize Your Retirement: Consider an Individual Pension Plan (IPP)
Only you know what you want your retirement to look like. If your practice is incorporated and you are looking ...
Demystifying Trust Funds for Dentists
For many high-income earners, trust funds can provide long-term financial flexibility that creates many options for sharing and preserving wealth ...
Interest Rate Hikes Spark Interest in Annuities
A safe Investment Solution for Guaranteed Income How would you like to have an investment that is considered safe and ...
Webinar: Cumberland Quarterly Investment Update
Contributed By: Cumberland Private Wealth "How will the recent market strength play out? As we expected, the Canadian and US ...
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. ...
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 ...
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 ...
Debt: Minimizing Stress and Maximizing Benefits
According to a recent study1, personal finances are the greatest source of stress for 22% of Canadians. Could there be ...
The Problem with Comparing GICs to Fixed Income Funds
Contributed By: Cumberland Private Wealth For the first time in over a decade, Guaranteed Investment Certificates (GICs) are offering reasonably ...
Year End Investment Review and Outlook
Contributed By: Cumberland Private Wealth Get a review of what happened in the markets in 2022 and what is in ...
TFSA or RRSP? It Depends on Your Financial Plan.
Every year around this time, the question comes up over whether to invest in a Registered Retirement Saving Plan (RRSP) ...
Understanding Today’s Real Estate Market
CDSPI is pleased to share 'Understanding the Real Estate Market Today' hosted by Cumberland Private Wealth Management, in the recent ...
Economic Overview and Market Outlook Q2 2022
CDSPI is pleased to share the Economic Overview and Market Outlook for the Second Quarter of 2022 hosted by Charles ...
Q1 2022 Review with Q&A
CDSPI is pleased to share the Quarterly Investment Review hosted by Charles Simms, President and CEO of Cumberland Private Wealth ...
Assessing the Impact of Economic Sanctions on Russia (Invesco)
By: Invesco Canada Blog Synopsis A great overview from the Invesco Canada blog March 1, 2022, Assessing the impact of ...
TFSA Strategies
By Cumberland Private Wealth Management Inc. Tips to maximize your results For more than a decade, advisors and financial planners ...
Q3 2021 Market Updates from our Partners
How did the markets perform in this quarter and how might this impact your investments? Get information and expert opinions ...
Cryptocurrencies and Investing (Video)
Levon Barker, a portfolio manager at Cumberland Private Wealth, explains the inner workings of Cryptocurrency in discussion with CDSPI. ...
Customize Your Retirement: Consider an Individual Pension Plan (IPP)
Only you know what you want your retirement to look like. If your practice is incorporated and you are ...
Is it time to review your investment portfolio strategy?
Did you make a last-minute contribution this past RRSP season without having an investment strategy in place? If so, ...
What About the Cottage?
By: Shawnalynn Perron, MBA, CIM, FEA, Portfolio Manager, Cumberland Private Wealth Management Inc. Since the current pandemic means ...
Six Tips for Tax Savvy Dentists
No one wants to pay unnecessary taxes. Follow these six tips to help minimize your tax burden and maximize the ...
Planning a Big Withdrawal? Act Now To Save On Tax.
Do you want to use corporate assets to pay off your mortgage, build a cottage, or buy a second practice? ...
Global Equity Market Update (Video)
Phil D'Iorio, Portfolio Manger at Cumberland Private Wealth, shares his thoughts on global equity markets – including everything that has ...
In Conversation with Dentists at Every Age and Stage, Part 3
In this video, CDSPI and Cumberland discuss financial planning with Dr. Chris Kiazyk and his wife, Barb. Learn how CDSPI ...
In Conversation with Dentists at Every Age and Stage, Part 2
In this video, CDSPI and Cumberland discuss financial planning with Dr. Peter Kowal and his wife, Wendy. Find out how ...
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 ...
New Year, New Financial Plan
The events of 2020 threw a wrench into even the best laid plans – financial or otherwise. As a dental ...
Market Review and Outlook
On November 17, 2020, Cumberland Private Wealth Management Inc. provided their outlook for the economy and its impact on forward ...
Personal Finance and Practice Tips to Navigate the Unpredictable
By Shan Janmohamed, BA, CFP®, RRC®, Investment Planning Advisor, CDSPI Advisory Services Inc. sjanmohamed@cdspi.com | 1.800.561.9401, ext. 6826 The ...
Advice or No Advice: What’s the Impact?
In life and in money, it pays to have someone in your corner. Whether you’re looking to achieve exciting life ...
Investing as a New Dentist – What You Need to Know
As a newly practicing dentist, it's important to consider investing to help achieve your future financial goals. Starting to invest ...
What to Expect When Working with a Financial Advisor
As you start practicing and earning a regular income, it's important to consider your financial future. A recent study showed ...
Starting Out as a Couple – Planning Your Shared Financial Future
This is an exciting life milestone, when you start making long term plans as a couple – shared goals, shared ...
8 Tips to Help You Keep a Healthy Credit Score
You apply for a mortgage, car loan, business loan, or credit to make a significant purchase. The first thing the ...
Fees Matter More Than You May Think
When you look at the returns for your investment funds, the fund fees, or MERs (management expense ratios), are already ...
True Wealth is a State of Mind
On CDSPI's 60th anniversary, we talked to two dentists-clients for over 40 years-who have taken great joy from their ...