At Cumberland, we help you answer that question with personalized portfolio management, integrated wealth planning, and guidance that evolves with you over time.
Let’s go far. Together.
Not ready to talk? Request an information package here.
contact@cpwm.ca | 1-800-929-8296
I have a sizable portfolio, but am I truly ready to retire with confidence?
Can I maximize the tax efficiency of my professional corporation?
How do I preserve and grow wealth after selling my business?
Is our non-profit’s investment policy designed to fulfill its mission?
These are just a few of the conversations we’ve had with clients recently. If you’re asking important questions about the future, let’s start the conversation now.
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
Perron & Partners
Dome Tower, TD Square
Suite 1800, 333 – 7th Avenue SW
Calgary, Alberta
T2P 2Z1
(1) 403.705.1200
Fax 403.705.1211
The Woolen Mill
4 Cataraqui Street, Suite 108
Kingston, ON
K7K 1Z7
Tel: (1) 613.929.1090
