Our Strength, Your Advantage

Our strength is delivering institutional-quality investment management for your clients while relieving you of the associated compliance and administration requirements.

 

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Implement better portfolios

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Cumberland Private Wealth Management Inc. (“Cumberland”) is a high net worth discretionary investment management firm with a long track record of serving some of Canada’s most sophisticated affluent investors.
 

Save time and money

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When you refer your clients to us for portfolio management services, all of the paperwork relating to trading and compliance becomes our responsibility.
 

Develop more revenue

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By having Cumberland assume the compliance and administration needs of your clients’ investment portfolios you are able to diversify your revenue streams with other financial services, targeted to enhance the client experience and grow your revenues.
 

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Our advisors have achieved all of the above, often while lowering the investment fees paid by their clients.

 

Cumberland Private Wealth Management Inc. is a leading independent investment firm that provides discretionary investment management services for individuals, families, foundations and wealth management professionals with $1 million or more in investable assets.

 
 

For further information please contact Mark Taucar, Client Portfolio Manager, at:

Office: (416)-929-1090 x4046  |  Toll Free: (800)-929-8296  |  Office Direct: (416)-413-4046
Office: (416)-929-1090 x4046
Toll Free: (800)-929-8296
Office Direct: (416)-413-4046