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OUR CUSTOM APPROACH

When it comes to wealth management,
we know that one size does not fit all.

We don't put anyone into a box or manage investment portfolios based on rigid ideas. 

Our clients are a diverse group with unique ideas, values and appetites for risk.

We match our approach to who you are. 

Decades of experience

We’ve seen decades of economic and stock market cycles, and successfully guided our clients through them all.

 

We have stuck to our investment philosophy and principles over time, and we know that we have done our job well when our clients place their trust in us and recommend us to families and friends.

WHAT MAKES US DIFFERENT

Tailored portfolios

We build tailored portfolios using individual securities, the Kipling alternative investment pools, and Managed Solutions that can target themes ranging from major asset classes to commodities and emerging technologies.

Our portfolios seek to deliver superior risk-adjusted returns while managing taxes and fees.

Forward-thinking solutions

The investment landscape is always changing, and our investment team works hard to stay abreast of the trends that will shape the future.

 

From ETFs to derivatives strategies and cryptocurrencies, we continually evaluate the best ways to help our clients achieve their goals while guarding against downside risk. ​

What goes into a Cumberland portfolio

Insight

 

Into secular trends, investment themes, geo-political events, and economic factors.

Teamwork

 

No “star” managers; we challenge each other’s thinking and share ideas.

Strategies

 

Identify the most appropriate strategies that consider favorable asset classes, investing themes and regions.

Wisdom

 

Our investment managers bring an average of 20 years+ of experience.

Conviction

 

To follow a disciplined, proven process; to stay the course in down markets.

Integrity

 

Unbiased stock selection and independent research (combined with ETF’s as needed).

RECOGNITON

Kipling Family of Funds

The Kipling Family of Funds are an integral part of our offering at Cumberland Private Wealth Management Inc., comprised of three proprietary funds, Kipling Global Enhanced Growth Fund, Kipling Global Enhanced Dividend Fund, and Kipling Strategic Income Fund, administered by our affiliate NCM Asset Management Ltd. (“NCM”). Cumberland Private Wealth Management Inc., Cumberland Investment Counsel Inc., the Portfolio Manager of these funds, and NCM are affiliates under the common ownership of Cumberland Partners Limited.

RECOGNITION

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Nominated for 2022 Canadian Hedge Fund award by Alternative IQ. 

  • Credit Focused - Best 3 Year Sharpe Ratio: Kipling Strategic Income Fund

  • Credit Focused - Best 5 Year Sharpe Ratio: Kipling Strategic Income Fund

  • Equity Focused - Best 1 Year Return: Kipling Global Enhanced Dividend Fund

  • Credit Focused - Best 1 Year Return: Kipling Strategic Income Fund

Alternative IQ, a division of Alliance Sales and Marketing, Inc., is dedicated to celebrating, supporting and expanding Canada’s Hedge Fund Industry, and is the producer of the annual Canadian Hedge Fund Awards.  The 2022 Canadian Hedge Fund Awards will be presented on Tuesday, November 22, 2022 at the Gala Awards dinner at One King West Hotel in Toronto, following The Canadian Hedge Fund Conference that afternoon. To view the Top Contenders for the various categories in greater detail, please click here

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