Curtis Davies is an Investment and Wealth Advisor who began his career with Cumberland Private Wealth Management Inc. as an intern student with the equity research team in 2019. During this time, he helped produce reports and financial models for the firm’s Global Portfolio Manager and team, with a focus on financial payments and renewable energy companies. During his time, he also enjoyed learning about how Cumberland serves its clients.

Upon completion of his BComm at Toronto Metropolitan University, Mr. Davies moved back to his hometown of Collingwood where he began a wealth advisory practice with a large Canadian financial institution. Given his understanding of the Cumberland investment process, he later chose to rejoin the firm so that his clients could benefit from Cumberland’s unique proposition, including access to the team of professionals managing their money in particular.

In addition to a bespoke portfolio that is well aligned with clients’ priorities, Curtis Davies along with Cumberland’s portfolio managers, is proud to be able to deliver a comprehensive wealth management offering to the families with whom he closely works. Utilizing a multi-faceted approach, Mr. Davies engages with a variety of estate, tax, legal and insurance specialists to help create tailored wealth solutions that complement those of Cumberland, ultimately supporting their broader familial goals.