About
Leadership
Portfolio Management Process
Investment Process
Insights
About

Our mission is to deliver a combination of performance and individual service excellence. We will ensure that each of our clients feels that they have been listened to, has a portfolio encompassing their specific requirements, and experiences performance and service above expectations. The pursuit of performance is not solely measured by capital appreciation. It is qualified by the amount of risk that is required and whether it is consistent with our clients’ tolerances and investment objectives.

About
Overview
Our Vision & Mission
Business Principles
How We Differ
Our Clients
Leadership

Our most significant asset is our people. We are committed to maintaining a culture of creativity, integrity and strong business principles. In a service business, we know that without the best people, we cannot be the most influential wealth management firm.

Leadership
Board of Directors of Cumberland Partners Limited
Management Committee
Investment Management and Research
Portfolio and Client Management
Portfolio Management Process

In simple terms, we are in the business of growing and protecting our clients’ wealth, which means avoiding playing the performance game with its associated risks. We are also committed to providing each client with comprehensive, essential advice.

Portfolio Management Process
Portfolio Management Philosophy
Portfolio Management Process
Investment Process

Our primary goal is to protect and grow the wealth of our clients over time. Our focus on disciplined, fundamental investment research built on a philosophy of value and active risk management is the cornerstone of our approach.

Investment Process
Investment Philosophy
Investment Management Process
Insights

We are constantly developing new insights into the global economy, the current state of the world economies, insights on key issues and impacts on financial markets and for investments. Our goal is to help our clients realize their objectives.

Insights
Chairman’s Commentaries
Strategy Reviews
Investment Insights
Contact

Thank you for your interest in Cumberland Private Wealth Management. To contact us, please see details as shown below:

Cumberland Private Wealth Management Inc.
99 Yorkville Avenue
Suite 300
Toronto, ON
Canada M5E 3K5
Tel: (1) 416.929.1090 or 1.800.929.8296 in Canada

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Significant Business Disruption

In the event of a significant business disruption (“SBD”) (e.g. major power failure, pandemic etc.) Cumberland has put in place a business continuity plan to ensure clients have access to their accounts.

Our portfolio managers will communicate with clients as soon as possible following the occurrence of an SBD to update them on the status of our ongoing services to them and to let them know how we are coping with the emergency. The main objective in developing the internal plan was to provide seamless restoration of services where possible but in any event to allow all clients access to their accounts within a period not exceeding 48 hours.

Clients may contact Cumberland using the quickest available means, including:

  • Telephone: 416.929.1090
  • Fax: 416.929.1172
  • E-Mail: info@cpwm.ca (or your PM’s E-Mail address)

We will post information on our website (to the extent possible) concerning ongoing communication and other incident/service related developments which may be helpful to our clients in respect of the Cumberland accounts.

In the unlikely event that communication with Cumberland is not possible within 48 hours of the occurrence of an SBD clients may get assistance/access to their accounts by contacting:

Emily McFaul
Manager, Service Delivery
TD Waterhouse Institutional Services
T: 416.542.0294
F: 416.413.3277

Clint Arthur-Wong
Senior Risk Manager
TD Waterhouse Institutional Services
T: 416.380.8512
F: 416.413.3276

To provide general feedback or complaints.

Complaints

Cumberland has set up a process for handling client complaints on a fair and timely basis.

Service-related complaints:

If you have a complaint regarding a service-related or an administrative issue, we urge you to first speak with your Portfolio Manager or Registered Representative to determine if it may be dealt with quickly and easily. We may respond to your service-related complaint verbally or in writing.

Compliance-related complaints

If your complaint alleges a potential compliance-related misconduct such as breach of confidentiality, theft, fraud, misappropriation or misuse of funds or securities, forgery, unsuitable investments, misrepresentation, unauthorized trading, engaging in securities related activities outside of Cumberland or inappropriate personal financial dealings with clients we encourage you to contact our Chief Compliance Officer:

Cumberland Private Wealth Management Inc.
Attention: Chief Compliance Officer
99 Cumberland Avenue
Suite 300
Toronto, ON M5E 3K5
Tel: 416.929.1090
Fax: 416.929.1172

If you provide us with a verbal compliance-related complaint, we may request that you provide us with the details of the complaint in writing.

Upon receipt of a written complaint or of a verbal complaint, which is deemed to be compliance-related, we will acknowledge your complaint with a written response letter within 5 business days of receipt of the complaint. We will provide you with the name and contact information of the person coordinating the investigation, and we will also provide you with information on other options available to you in the event that our response to you is not to your satisfaction.

Cumberland will commence an internal investigation of the complaint, and within 90 days, we will provide you with a summary of the complaint, the results of our investigation and our decision and on the complaint including an explanation. Should our investigation take over 90 days, we will contact you and we will provide you with the reason for the delay, and a new estimated time of completion.

Careers

Over the past 10 years, we have built a leading brand that is continually enriched by the best talent. To send a resume or find out about career opportunities, send an email to alexv@cpwm.ca

For media inquiries, send an email to alexv@cpwm.ca

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