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Wealth is more than money.

For more than 25 years, Cumberland Private Wealth has served as a trusted fiduciary for families, professionals, and foundations across Canada.

A Cumberland Private Wealth Advisor can help you align your investments, retirement, tax, estate, and philanthropy so every part of your financial life works together.

Let’s talk about where you want to go—and how to get you there.

Go Far. Together.

The Cumberland Difference

Invested Together

We prosper when you prosper

Exceptional Client Care

Your own dedicated wealth advisor

Comprehensive Wealth Planning

Ways to make the most of your wealth

Proven Results

Decades of attractive investment performance

Employee-Owned and Independent

Our advice is aligned with your best interests

Invested Together

We prosper when you prosper

Exceptional Client Care

Your own dedicated wealth advisor

Comprehensive Wealth Planning

Ways to make the most of your wealth

Proven Results

Decades of attractive investment performance

Employee-Owned and Independent

Our advice is aligned with your best interests

Quarterly Outlook

Our review of the third quarter of 2025 and outlook

October 14th, 2025
Read time: 9 minutes

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Charitable Giving

Why a Donor-Advised Fund Can Be a Smart Way to Give

August 24th, 2025
Read time: 3 minutes

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Digital Investing

When You Should Consider Our Automated Portfolio Advisor Tool


Read time: 2 minutes

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Estate Planning

Estate Strategies for Complex Lives

April 15th, 2025
Read time: 4 minutes

Read More

More Articles

  • Listen to music

    instead of the markets.

  • Count stars

    instead of money.

  • Focus on your purpose

    instead of your portfolio.

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.

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.