Video: In Conversation with Dentists at Every Age and Stage, Part 2 – Transitioning to Retirement

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In this video, CDSPI and Cumberland discuss financial planning with Dr. Peter Kowal and his wife, Wendy. Find out how CDSPI and Cumberland have been able to help Dr. Kowal with his plans to retire, and how they have been able to optimize the couple’s long-term investment strategy.

 

Speakers:

Steven Moscone, VP, Advisory Services, CDSPI Advisory Services Inc.
Michael Tyler, Investment Planning Advisor, CDSPI Advisory Services Inc.
Gino Ciavarella, Portfolio Manager, Cumberland Private Wealth Management Inc.

 

Featured Dentist:

Dr. Peter Kowal & his wife Wendy

 

 

It’s important to revisit your financial plan regularly. An Investment Planning Advisor* from CDPSI can provide a no-cost, objective review of your portfolio. Book a virtual meeting to get a second opinion.

 

 

*Investment Advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.

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