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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.

Why tax and estate planning is important in wealth management

Investment insights

READ HERE

Bad Attitude

Chairman's commentaries

READ HERE

Global Strategy Year End Review

Global reviews

READ HERE

North American Equity Strategy Review

North American Strategy Reviews

READ HERE

Income Strategy Year End Review

Income reviews

READ HERE

Investing Between a Rock and a Hard Place

Investment insights

READ HERE

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
2018
2017

Investment insights

2019
  • February 20
    Why tax and estate planning is important in wealth management
    READ HERE
2018
  • November 22
    Investing Between a Rock and a Hard Place
    READ HERE
  • November 7
    Investing with Discipline
    READ HERE
  • October 22
    Investment Insights from our CIO
    READ HERE
  • June 9
    Today’s Landscape and Opportunities in Canadian Pipelines and Midstream Companies
    READ HERE
  • May 19
    Changing of Chairs: Styles of Central Banker and Rate Cycles
    READ HERE

North American Strategy Reviews

2019
  • January 8
    North American Equity Strategy Review
    READ HERE
2018
  • October 11
    Third Quarter Strategy Review
    READ HERE
  • July 11
    Second Quarter Strategy Review
    READ HERE
  • April 11
    First Quarter Strategy Review
    READ HERE
  • January 15
    Year End Strategy Review
    READ HERE
2017
  • October 13
    Third Quarter Strategy Review
    READ HERE
  • July 10
    Second Quarter Strategy Review
    READ HERE
  • April 12
    First Quarter Strategy Review
    READ HERE
  • January 12
    Year End Strategy Review
    READ HERE

Global reviews

2019
  • January 8
    Global Strategy Year End Review
    READ HERE
2018
  • October 11
    Global Strategy Third Quarter Review
    READ HERE
  • July 6
    Global Strategy Second Quarter Review
    READ HERE
  • April 11
    Global Strategy First Quarter Review
    READ HERE
  • January 12
    Global Strategy Year End Review
    READ HERE
2017
  • October 12
    Global Strategy Third Quarter Review
    READ HERE
  • July 12
    Global Strategy Second Quarter Review
    READ HERE
  • April 12
    Global Strategy First Quarter Review
    READ HERE
  • January 10
    Global Strategy Year End Review
    READ HERE

Income reviews

2019
  • January 4
    Income Strategy Year End Review
    READ HERE
2018
  • October 5
    Income Strategy Third Quarter Review
    READ HERE
  • July 6
    Income Strategy Second Quarter Review
    READ HERE
  • April 18
    First Quarter Income Strategy Review
    READ HERE
  • January 16
    Income Strategy Year End Review
    READ HERE
2017
  • October 13
    Income Strategy Third Quarter Review
    READ HERE
  • July 14
    Income Strategy Second Quarter Review
    READ HERE
  • April 12
    Income Strategy First Quarter Review
    READ HERE
  • January 20
    Income Strategy Year End Review
    READ HERE

Newsletter

2018
  • May 23
    Interest Gained – May 2018
    READ HERE
  • February 5
    Interest Gained – February 2018
    READ HERE
2017
  • October 2
    Interest Gained – October 2017
    READ HERE
2018
  • November 15
    How much money do you need to get the attention of a financial advisor?
    READ HERE
  • May 23
    Deep Roots, Stronger Together
    READ HERE
  • May 18
    Implications of 2018 Budget on Tax for Private Corporations
    READ HERE
  • 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.
    READ HERE
  • April 22
    Perron & Partners Named One Of The 9 Best Financial Advisors in Calgary
    READ HERE
  • April 20
    Cumberland Named One Of The 11 Best Financial Advisors & Investment Management Firms in Toronto
    READ HERE
2017
  • October 12
    How an insurance transfer can benefit charities and policyholders
    READ HERE
  • September 27
    Sukyong Yang is interviewed for a special feature in the National Post
    READ HERE