Chairman's Commentaries
On a quarterly basis, our Chairman provides an assessment of macro factors and trends in the global economy, an analysis of the current state of the world economies, insights on key issues and impacts on financial markets and for investments.
Investment Insights
2019
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July 9
TFSAs and the Value of Compounding
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July 9
Proper Planning for the Trillion Dollar Inter-Generational Wealth Transfer
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February 20
Why tax and estate planning is important in wealth management
2018
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November 22
Investing Between a Rock and a Hard Place
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November 7
Investing with Discipline
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October 22
Investment Insights from our CIO
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June 9
Today’s Landscape and Opportunities in Canadian Pipelines and Midstream Companies
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May 19
Changing of Chairs: Styles of Central Banker and Rate Cycles
Of Interest
2019
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November 6
Financial Wellness: Does your advisor care?
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October 18
Suddenly Single: How to Plan with Female Clients
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September 20
Gerry Connor Gives Big to George Brown Centre for Business
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June 7
Susanne Alexandor has joined our team
2018
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November 15
How much money do you need to get the attention of a financial advisor?
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May 23
Deep Roots, Stronger Together
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May 18
Implications of 2018 Budget on Tax for Private Corporations
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May 2
Cumberland Partners Limited announces the completion of the previously announced merger with Norrep Investment Management Group Inc. and Perron & Partners Wealth Management Corp.
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April 22
Perron & Partners Named One Of The 9 Best Financial Advisors in Calgary
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April 20
Cumberland Named One Of The 11 Best Financial Advisors & Investment Management Firms in Toronto
Kipling Funds
The Kipling Funds are a group of alternative strategies which make up the core component of many of our clients’ portfolios. The Kipling pools provide exposure to the world’s largest, most diverse and liquid equity markets, emphasizing growth, dividends and income.
Within the Kipling Family of Funds, we invest in a diverse array of businesses. We select companies that are superior allocators of capital who consistently generate high profitability for shareholders. As their businesses change, we adjust our exposure according to market conditions.
Our selection of Kipling pools as a portfolio solution and their flexibility allow us to control risk while seeking higher returns on a risk-adjusted basis.
The Kipling Family of Funds is comprised of four funds, Kipling Global Enhanced Growth Fund, Kipling Global Enhanced Dividend Fund, Kipling Canadian Enhanced Dividend Fund and Kipling Strategic Income Fund, which are proprietary funds owned and administered by NCM Asset Management Ltd. (“NCM”). Cumberland Investment Counsel Inc. (“CIC”) is the Portfolio Manager of these funds. Cumberland Private Wealth Management Inc. (“CPWM”), CIC and NCM are affiliated companies under the common ownership of Cumberland Partners Limited. “We” and “us” refers to CPWM and/or CIC as applicable.
2020
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July 31
Kipling Global Enhanced Growth Fund
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July 31
Kipling Global Enhanced Dividend Fund
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July 31
Kipling Strategic Income Fund
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June 30
Kipling Global Enhanced Growth Fund
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June 30
Kipling Global Enhanced Dividend Fund
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June 30
Kipling Canadian Enhanced Dividend Fund
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June 30
Kipling Strategic Income Fund
2019
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December 31
Kipling Global Enhanced Growth Fund
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December 31
Kipling Global Enhanced Dividend Fund
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December 31
Kipling Canadian Enhanced Dividend Fund
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December 31
Kipling Strategic Income Fund
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September 30
Kipling Monthly Income Fund
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September 30
Kipling Global Enhanced Growth Fund
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September 30
Kipling Global Enhanced Dividend Fund
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September 30
Kipling Canadian Enhanced Dividend Fund
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September 30
Kipling Strategic Income Fund
Podcasts/Videos
2020
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August 7
Not All Tech Stocks Are Created Equal
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July 28
Tax and Succession Planning
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July 9
Second Quarter 2020 Market Review
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June 16
First Impressions Matter
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May 26
O Canada, Small but Mighty
