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.
"As long-term investors, starting with Gary when he was with BMO and continuing today with Gary, Karen, Shawnalynn, James and the rest of the team at Cumberland Private Wealth, we have always been well served regarding our financial portfolio. Gary and his team have provided the market insights. recommendations and strategies that have allowed us to grow and preserve our investments. In addition, they are assisting us to maintain the same through careful estate planning. We trust the team to work in our best interests and we know they are always available to discuss market strategies and concerns. Prior to his association with Cumberland, Gary ran one of the premier boutique investment management groups in Canada; his wealth of knowledge along with the strength of his team and the integrity they bring to their work, give us comfort that our portfolio is in good hands."
ANNE M. & MARCEL C.
January 28, 2023
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).
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.
