Investments
Is Private Wealth Management Right For You?
If your attention is pulled in too many directions, it may be time to delegate the job of investment management to a team of experts.
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 take the escalator up and the elevator down.
TFSA or RRSP? It Depends on Your Financial Plan.
Every year around this time, we get asked whether it's best to invest in an RRSP or TFSA. Like many things, it depends and both accounts have their benefits.
TFSA Strategies
For more than a decade, advisors across the country have been pushing their clients to invest in one of the greatest tax strategies Canadians have at their disposal: the TFSA.
In Conversation with Dentists at Every Age and Stage: Retired (Video)
Learn how CDSPI and Cumberland have supported Dr. Kiazyk over the years, and how they have helped the couple avoid financial stress.
In Conversation with Dentists at Every Age and Stage: Approaching Retirement (Video)
How CDSPI and Cumberland have been able to help Dr. Kowal with his plans to retire.
In Conversation with Dentists at Every Age and Stage: Practising (Video)
Hear how CDSPI has been able to help Dr. Thompson plan for the purchase of her first practice.
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 dreams.
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