Perron & Partners Named One Of The 9 Best Financial Advisors in Calgary
Our new partners at Perron & Partners have been recognized by Advisory HQ for their “independence, combined with expert solutions for retirement, risk management, investments, and family wealth management”. By joining forces with Perron & Partners, we now bring greater resources, more opportunities and investment talent together.
Cumberland Named One Of The 11 Best Financial Advisors & Investment Management Firms in Toronto
We’re honoured that Advisory HQ has recognized our “Expert Portfolio Construction Process and Experienced Team who act as fiduciaries” and named Cumberland among the Top 11 Best Financial Advisors in Toronto with whom to partner in 2018.
How an insurance transfer can benefit charities and policyholders
In a recent interview with the Globe and Mail, Cumberland Private Wealth Portfolio Manager and author, John Budd unveils a charitable option for dealing with insurance policies that are no longer necessary. Is this an option for you? Learn more in the article here.
Sukyong Yang is interviewed for a special feature in the National Post
As part of the National Post’s Money Management Feature, Cumberland’s Global Portfolio Manager, Sukyong Yang sat down to talk about the importance and benefit of diversifying your portfolio to include global investments
Barbara Stewart publishes her latest research findings
Cumberland Partner and Client Portfolio Manager, Barbara Stewart, releases new research: How Women are Getting Started in Investing.
New Report Unveils How Women are Getting Started in Investing
Canadian portfolio manager and researcher on women and money Barbara Stewart releases original research about women learning to invest
TORONTO, March 8, 2014 /CNW/ – New research has found that women learn to invest in order to gain control over their lives, and they invest in what they personally believe in. According to a new white paper, part of the Rich Thinking series of global studies, Getting Started: advice, ideas and stories from smart women on learning to invest, by CFA® charterholder Barbara Stewart, women are very good at learning how to invest, but it is often outside traditional equity markets.
These findings, released today to coincide with International Women’s Day, are the result of in-depth interviews that were conducted throughout 2013 with 50 diverse and accomplished women living around the world—from Toronto to Tel Aviv, from Singapore toStockholm, and from Paris to Istanbul. The study builds on Ms. Stewart’s previous white papers of 2011, 2012 and 2013.
“The most important finding of this year’s Rich Thinking study was that when women think about investing, they refuse to restrict that to equity markets only,” says Barbara Stewart, Portfolio Manager at Cumberland Private Wealth Management Inc. “They are looking to take control and become financially independent, but they prefer to invest in what they understand and are passionate about.”
“Getting more women to invest in equity markets is a sound goal for policymakers, educators, and financial institutions. But that isn’t about putting pink covers on mutual fund reports: this year’s white paper looks at the deeper ways in which women can be encouraged to get started investing. The alternative is not an option: doing nothing with their money is the highest risk behaviour of all.”
For a copy of the full white paper, please go to www.barbarastewart.ca.
Methodology
Throughout 2013, Barbara Stewart conducted 50 in-depth interviews with women around the world. Interviewees varied by age, cultural background and geographic location, although all were relatively successful in their lives, careers, or both.
About Barbara Stewart
Barbara Stewart is a CFA® charterholder specializing in Financial Counseling and Portfolio Management. She has extensive experience in global capital markets and has been advising high net worth individuals and families for 18 years. Barbara is a shareholder of Cumberland Partners Limited – the parent company of Cumberland Private Wealth Management Inc. in Toronto, Canada. She writes a bi-weekly column and is frequently quoted in the media on the topic of women and finance. She speaks internationally (most recently to 3,000 investors in Stockholm) and she creates educational events on the topic she is passionate about – financial literacy. To find out more about Barbara’s research or her work as a portfolio manager, visit www.barbarastewart.ca.
SOURCE: Barbara Stewart 
For further information:
Barbara Stewart, Portfolio Manager
Cumberland Private Wealth Management
416-413-4216 or barbaras@cpwm.ca
Cumberland is featured in the Report on Business’ special issue “Invest Like a Legend”
Gerry Connor, CEO and Peter Jackson, CIO of Cumberland are featured in The Globe & Mail’s Report on Business’ “Invest Like a Legend” issue released on January 31, 2014. “Against the grain” reveals how Cumberland has stayed ahead of the market over several market and economic cycles including the financial crisis of 2009 and has successfully grown and protected their clients’ capital.
Cumberland in February 2014 Globe ROB Magazine with Invest Like A Legend Annual Feature
The Financial Post with Gerry Connor
Cumberland Chairman and CEO, Gerry Connor, explains what’s missing from the current U.S. market rally.
The Financial Post with Peter Jackson
Investors load up on Domtar Inc’s diaper strategy
The Globe and Mail with Sukyong Yang
Sukyong Yang, Lead Manager for Cumberland Global Equities, speaks her mind on Japanese structural reforms in Milner’s Globe ROB article on Abenomics.
The Financial Post with Peter Jackson
Manager boosts exposure to LNG growth – July 26, 2013
