Our capital is invested alongside your capital.
Our capital is invested alongside your capital.
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Listen to music
instead of the markets.
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Count stars
instead of money.
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Obsess over your business
instead of your investments.
Partnering with Cumberland Private Wealth
I will have my own portfolio manager
I will have independent investment advice
I will have a dedicated wealth plan
I will have access to senior partners
I will know we are invested together
I will be confident our interests are mutual
I will enjoy long-term growth
I will know my capital is protected
Go Far. Together.
Partnering with Cumberland Private Wealth
I will have
My own portfolio manager
Independent investment advice
Access to senior partners
Long-term growth
My capital protected
We will go far together
Cumberland Private Wealth is one of Canada’s leading independent wealth management firms and a trusted fiduciary for families, individuals and foundations.
By joining forces with Perron & Partners in May 2018, we have brought greater resources, more significant opportunities and investment talent together.
Since 1997, we have helped clients plan and achieve their financial and lifestyle goals while enjoying exceptional, personalized service.
By investing our own capital alongside our clients, we are deeply committed and invested in our clients’ future.
Cumberland Private Wealth is one of Canada’s largest independent wealth management firms and a trusted fiduciary for families, individuals and foundations.
By investing our own capital alongside our clients, we are deeply committed and invested in our clients’ future.
At Cumberland Private Wealth,
we don’t invest for you, we invest with you.
Go Far. Together.
Our unique culture.
Watch the video
How Cumberland takes the worry out of managing your wealth
Commitment
A customized wealth plan
Your dedicated portfolio manager will help you put in place a wealth plan and a customized portfolio solution, and will deliver investment expertise, insights and service excellence.
Your dedicated portfolio manager will help you put in place a wealth plan and a customized portfolio solution, and will deliver investment expertise, insights and service excellence.
Employee-owned and independent
We have a personal stake in the firm and our clients’ success. With no ties to any financial institutions, we have only your best interests at heart.
We have a personal stake in the firm and our clients’ success. With no ties to any financial institutions, we have only your best interests at heart.
Proven track record
Since 2000, we have successfully advised our clients and achieved attractive long-term returns while protecting capital during market downturns.
Since 2000, we have successfully advised our clients and achieved attractive long-term returns while protecting capital during market downturns.
I will feel confident
At Cumberland Private Wealth, your wealth is in our experienced hands. Giving you the freedom to follow your passion.
At Cumberland Private Wealth, your wealth is in our experienced hands. Giving you the freedom to follow your passion.
It’s a comfortable feeling, knowing your wealth plan is in place and your investments are well managed. So comfortable, our clients tend to stay with us. So do their children. And their grandchildren.
Go Far. Together.
We invite you to come and stay a while.
Go Far. Together.
