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Insights from our investment experts

Stay informed through Cumberland’s quarterly investment reviews, thought-provoking market commentaries, client newsletters and other noteworthy communications.

Our experienced investment professionals, Chief Investment Officer and Chairman share their current perspectives and strategies, giving you insight into the markets and the management of your wealth. Bookmark this page for easy access.

Insights and ideas

Stay informed with quarterly investment reviews and thought-provoking market commentaries.

Not All Tech Stocks Are Created Equal

Podcasts/Videos

Tax and Succession Planning

Podcasts/Videos

Second Quarter 2020 Market Review

Podcasts/Videos

Global Strategy Second Quarter Review

Global Reviews

North American Equity Second Quarter Strategy Review

North American Strategy Reviews

Income Strategy Second Quarter Review

Income Reviews

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.

2019
  • August 21
    When the Inmates Start Running the Asylum
  • January 17
    Bad Attitude
2018

Investment Insights

2019
  • July 9
    TFSAs and the Value of Compounding
  • July 9
    Proper Planning for the Trillion Dollar Inter-Generational Wealth Transfer
  • February 20
    Why tax and estate planning is important in wealth management
2018
  • November 22
    Investing Between a Rock and a Hard Place
  • November 7
    Investing with Discipline
  • October 22
    Investment Insights from our CIO
  • June 9
    Today’s Landscape and Opportunities in Canadian Pipelines and Midstream Companies
  • May 19
    Changing of Chairs: Styles of Central Banker and Rate Cycles

North American Strategy Reviews

2020
  • July 7
    North American Equity Second Quarter Strategy Review
  • April 3
    North American Equity First Quarter Strategy Review
  • January 8
    North American Equity Year End Strategy Review
2019
  • October 8
    North American Equity Strategy Review
  • July 8
    North American Equity Strategy Review
  • April 5
    North American Equity Strategy Review
  • January 8
    North American Equity Strategy Review
2018
  • October 11
    Third Quarter Strategy Review
  • July 11
    Second Quarter Strategy Review
  • April 11
    First Quarter Strategy Review
  • January 15
    Year End Strategy Review

Global Reviews

2020
  • July 7
    Global Strategy Second Quarter Review
  • April 6
    Global Strategy First Quarter Review
  • January 10
    Global Strategy Fourth Quarter Review
2019
  • October 8
    Global Strategy Third Quarter Review
  • July 5
    Global Strategy Second Quarter Review
  • April 10
    Global Strategy First Quarter Review
  • January 8
    Global Strategy Year End Review
2018
  • October 11
    Global Strategy Third Quarter Review
  • July 6
    Global Strategy Second Quarter Review
  • April 11
    Global Strategy First Quarter Review
  • January 12
    Global Strategy Year End Review

Income Reviews

2020
  • July 7
    Income Strategy Second Quarter Review
  • April 3
    Income Strategy First Quarter Review
  • January 8
    Income Strategy Year End Review
2019
  • October 8
    Income Strategy Third Quarter Review
  • July 5
    Income Strategy Second Quarter Review
  • April 9
    Income Strategy First Quarter Review
  • January 4
    Income Strategy Year End Review
2018
  • October 5
    Income Strategy Third Quarter Review
  • July 6
    Income Strategy Second Quarter Review
  • April 18
    First Quarter Income Strategy Review
  • January 16
    Income Strategy Year End Review

Newsletters

2019
  • December 23
    Interest Gained West – Winter 2019
  • August 7
    Interest Gained West – Summer 2019
  • June 7
    Interest Gained East – Spring 2019
  • May 7
    Interest Gained West – Spring 2019
2018
  • May 23
    Interest Gained – May 2018
  • February 5
    Interest Gained – February 2018

Of Interest

2019
  • November 6
    Financial Wellness: Does your advisor care?
  • October 18
    Suddenly Single: How to Plan with Female Clients
  • September 20
    Gerry Connor Gives Big to George Brown Centre for Business
  • June 7
    Susanne Alexandor has joined our team
2018
  • November 15
    How much money do you need to get the attention of a financial advisor?
  • May 23
    Deep Roots, Stronger Together
  • May 18
    Implications of 2018 Budget on Tax for Private Corporations
  • 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.
  • April 22
    Perron & Partners Named One Of The 9 Best Financial Advisors in Calgary
  • 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
  • July 31
    Kipling Global Enhanced Growth Fund
  • July 31
    Kipling Global Enhanced Dividend Fund
  • July 31
    Kipling Strategic Income Fund
  • June 30
    Kipling Global Enhanced Growth Fund
  • June 30
    Kipling Global Enhanced Dividend Fund
  • June 30
    Kipling Canadian Enhanced Dividend Fund
  • June 30
    Kipling Strategic Income Fund
2019
  • December 31
    Kipling Global Enhanced Growth Fund
  • December 31
    Kipling Global Enhanced Dividend Fund
  • December 31
    Kipling Canadian Enhanced Dividend Fund
  • December 31
    Kipling Strategic Income Fund
  • September 30
    Kipling Monthly Income Fund
  • September 30
    Kipling Global Enhanced Growth Fund
  • September 30
    Kipling Global Enhanced Dividend Fund
  • September 30
    Kipling Canadian Enhanced Dividend Fund
  • September 30
    Kipling Strategic Income Fund

Podcasts/Videos

2020
  • August 7
    Not All Tech Stocks Are Created Equal
  • July 28
    Tax and Succession Planning
  • July 9
    Second Quarter 2020 Market Review
  • June 16
    First Impressions Matter
  • May 26
    O Canada, Small but Mighty