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Not All Tech Stocks Are Created Equal

As the Tech Titans and other Technology companies dominate the market, investors can’t help but wonder if this trend will continue – Does a ‘bubble’ exist? And are we about to see it burst?

Last week, Portfolio Manager Phil D’Iorio wrote about US Technology and has now elaborated in a podcast interview, addressing the realities of today’s market, what we have learned from past cycles and what we might see this year and beyond.  

Kipling Strategic Income Fund

Focus on providing a steady income stream through fixed income investing.

Capital preservation while mitigating risk exposure from both an interest rate risk and credit risk perspective.

Kipling Global Enhanced Dividend Fund

A low volatility strategy with a focus on dividend growth, profitability and balance sheet flexibility emphasizing cash flows to shareholders.

Tax and Succession Planning

Wondering how your taxes might change or perhaps you are thinking about succession planning and how tax reform might impact your plan all due to the recently announced Federal deficit?

Listen to our Podcast featuring Sunit Paul, Partner & Senior Tax Advisor from BDO, to discuss some worthy strategies.

Second Quarter 2020 Market Review

Listen to a discussion led by our CEO Charlie Sims and CIO Peter Jackson, on the market impacts of the COVID-19 pandemic in the first half of this year, current market trends and our outlook looking to 2021.

First Impressions Matter

Nothing in life is guaranteed, but at Cumberland Private Wealth Management Inc. (“Cumberland”), we’re confident in our wealth management process and in the client service experience you will receive from our team of investment professionals while you invest in the Kipling Family of Funds. If you’re not completely satisfied with our service proposition for any reason under our Satisfaction Guarantee – First Impressions Matter Program (the “Program” or “First Impressions Matter Program”), we’ll rebate our investment management fees back to your investment account and work with you to make it right.

Click here for more detailed information on the Kipling Family of Funds

O Canada, Small but Mighty

Times of uncertainty allow us to take a step back and then look forward to see new opportunities. We believe that Canada is still a place presenting some of those opportunities for investors.