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A Leading Independent
Wealth Manager

Since 1997, Cumberland has served as a trusted fiduciary for some of Canada’s most established families, business leaders, professionals, individuals and foundations. We bring a comprehensive range of wealth management expertise, investment mandates and services.

A Leading Independent
Wealth Manager

Since 1997, Cumberland has served as a trusted fiduciary for some of Canada’s most established families, business leaders, professionals, individuals and foundations. We bring a comprehensive range of wealth management expertise, investment mandates and services.

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The Cumberland Difference

We are deeply committed to your prosperity and invested in your future.

We believe real relationships are built through thoughtful planning conversations, support for your goals and family, and guidance for the next generation. This includes invitations to join meaningful events and to engage with the team managing your wealth.

Our capital is invested alongside your capital, and each of our employees has a personal stake in the success of our company, which is tied to the results we achieve for you.

Our opinions can’t be bought and our advice can’t be swayed since we have no affiliations with financial institutions. We will always have your best interest at heart. Our independence will allow us to provide you with innovative solutions to manage your wealth.

Developed and proven over decades to generate superior long-term returns while protecting our clients’ capital using our own proprietary process and a unique combination of traditional and innovative strategies.

It Starts With a Conversation

Our advice impacts the fortunes of families, their children and their grandchildren. It all starts with a conversation. Not about markets or investments—but about you.