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Growing and protecting your capital. Maintaining financial security throughout your lifetime. Creating a legacy for future generations. Whatever your priorities may be, we’re here to thoughtfully guide you.

Choose where you would like to begin:

  • Private Wealth

    Work with a dedicated Portfolio Manager to implement a fully customized portfolio and/or complete wealth management strategy.

    Schedule a conversation
  • Portfolio Advisor Tool

    Access Cumberland’s portfolio management through an automated digital investing service for accounts of $50,000 and more.

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  • Request Information

    Not ready to talk? Read why 95% of our clients recommended Cumberland in a recent survey.

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TorontoCalgary

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Investment solutionsRetirement planningTax and estate planningDigital investingOther

Less than $100,000$100,000 to $500,000$500,000 to $1,000,000Greater than $1,000,000

contact@cpwm.ca
1-800-929-8296

Three Offices to Serve You

For a detailed map of your preferred location, please click on the corresponding address below.

CALGARY
Perron & Partners
Dome Tower, TD Square
Suite 1800, 333 – 7th Avenue SW
Calgary, Alberta
T2P 2Z1
(1) 403.705.1200
Fax 403.705.1211

TORONTO
99 Yorkville Avenue
Suite 300
Toronto, ON
Canada M5R 3K5
(1) 416.929.1090 or
1.800.929.8296 in Canada
Fax 416.929.1172

KINGSTON
The Woolen Mill
4 Cataraqui Street, Suite 108
Kingston, ON
K7K 1Z7
Tel: (1) 613.929.1090