Each year, leading investment industry trade publication, Wealth Professional, opens its inbox to individuals across Canada who want to nominate their wealth advisor for special recognition. They are asked to describe how their advisor serves them, what sets their advisor apart, and what value they have been able to provide.

We are pleased to announce that, after a lengthy nomination period, Cumberland Private Wealth Calgary has been named a Wealth Professional 5-Star Advisory Team for 2023.

“We are honoured to be recognized in this way,” said team founder and portfolio manager, Gary Perron. “If you look at our history, you’ll see four decades of strong investment performance and innovative wealth management practices, but you’ll also notice that we’ve always put the needs of our clients first. I believe that’s why we were nominated for this award.”

Here are some of the most notable benefits of working with this award-winning advisory team:

Strong risk management. We follow a unique process to manage downside risk and aim to produce higher risk-adjusted returns over the long term. Through a combination of our proprietary Kipling Funds and individual securities, we can achieve lower volatility than the traditional portfolios offered by most financial institutions.

Independent advice. As an independent wealth management firm, we offer objective and unbiased financial advice. We do not have sales goals imposed upon us, so you can be sure that we will always do what is in your best interest and design a portfolio that is tailored to your unique needs.

Excellent service. We work as a team to provide the best possible client experience. In portfolio reviews, you’ll understand why your assets are invested the way they are and how that relates to what is happening in the market. And if you call us during business hours, you will always get a live person, not a recording.

“We strive to make wealth management a positive experience,” added portfolio manager, Shawna Perron. “We focus on empowering, educating and encouraging our clients. As a multi-generational team of advisors, we know intimately how important it is to help families define their goals and create the right conditions for the long-term stewardship of their assets. This 5-Star Advisory Team award from Wealth Professional lets us know that we remain on the right track.”