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Let's start with a conversation

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
    YesNo
    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