The Right Balance is Key to Your Wealth

Just as a healthy diet is diversified across food groups, a healthy portfolio is diversified as well. Have you considered a balanced fund, which automatically spreads your money across a diversified portfolio of stocks and bonds? The CDSPI balanced funds offer diversification by:

  • Asset class. Select a fund with a set mix of fixed income for protection and equity for growth opportunity.
  • Region. Gain exposure to Canada, U.S., international and emerging markets.
  • Style. Diversify between growth, core and value styles, which all tend to perform differently in certain markets.
  • Portfolio Manager. Choose from four powerhouse fund managers.


CDSPI offers a  distinctive range of balanced funds with top Morningstar ratings, strong returns and low fees:

CDSPI Balanced Fund CDSPI Balanced Value Fund CDSPI Balanced Portfolio CDSPI Conservative Growth Portfolio CDSPI Moderate Index Portfolio CDSPI Income & Growth Corporate Class Fund
Portfolio manager Phillips, Hager & North MFS Investment Management CI Investments CI Investments BlackRock CI Investments
Star rating ***** ***** **** **** ***** ****
Quartile ranking 1 1 1 2 1 1
Risk rating High Average Above average Below average Above average Average
Return vs. category High High High Above average High Above average
MER 1.20% 0.95% 1.65% 1.65% 0.85 1.45


The right balance is different for everyone, so finding your personal equilibrium can be tricky. That’s where advice comes in. Our investment planning advisors are experienced Certified Financial Planner® professionals who work exclusively with dentists. Contact us today at 1.800.561.9401 or to achieve your financial well-being.


Visit to learn more about these—and many other—valuable investment options available exclusively for the dental community through CDSPI.


Fund data and Morningstar ratings are based on analysis by Morningstar, Inc. of CDSPI funds with performance records of five years or more, as of July 31, 2018. Past performance is not necessarily indicative of future results. For more details on the calculation of Morningstar ratings, please see
Financial planning and advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions to advisory services may apply in certain jurisdictions

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