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
Legal

By accessing this website, you are agreeing to the following terms as set out below.

This site is for information purposes only and is not intended to provide any form of specific individual advice including, without limitation, investment, financial, legal, accounting or tax.

The information on the pages of this site is provided to persons resident in the provinces of Ontario, British Columbia, Alberta, Nova Scotia, Prince Edward Island, Newfoundland and Labrador, British Columbia, Alberta, Saskatchewan and Manitoba, and does not constitute an offer or solicitation in any other Canadian or foreign jurisdictions.

Reasonable efforts are made to ensure that the information on this site is accurate and up to date, however, the information is subject to change without notice, and Cumberland does not make any representation or guarantee as to the accuracy or completeness of its contents or assume any liability in providing it.

Communications over the Internet, may not be secure, therefore the privacy and confidentiality of any email which is sent by you to Cumberland cannot be guaranteed. We advise you not to transmit any sensitive or confidential information to us, and we will not be responsible for any damages that may occur should you choose to transmit confidential or sensitive material by email.

The use of this site is provided to you for your personal use only. Information may only be printed, and downloaded for your own non-commercial private use provided that the content or appearance is not altered in any way.

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