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Why Cumberland? 

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Unique Risk Management Process

Cumberland Private Wealth Management (“CPWM”) in Calgary uses a unique risk management process to manage downside risk in your portfolio and to produce higher risk-adjusted returns over the long term.  The proprietary Kipling Funds are a group of alternative strategies and are a core component of many of our clients’ portfolios. We use these, in conjunction with individual securities, to enhance exposure to certain sectors/commodities/asset classes and to produce a sophisticated long-short portfolio with lower volatility than the traditional portfolios offered by most large financial institutions. Please contact us for more detailed information on our investment process.

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Independent

As an independent wealth management firm, we offer objective and completely unbiased financial advice.  We do not have sales goals imposed upon us, so you can be assured that we will always do what is in the best interest of our clients.

 

Our portfolios are tailored to your unique needs.

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Excellent Client Service with an Educational Aspect

Achieving your financial goals is security.  Understanding how is power.

 

At CPWM, we can assist you with understanding the how. We pride ourselves on excellent client service and our client portfolio reviews are designed to explain, educate and enhance your understanding of how your assets are being invested and how that relates to what is going on in the market. We manage your portfolios as fiduciaries and work closely as a team to provide the best possible client experience. During office hours, you can call us directly and be assured that you will reach a live person – you also have direct access to our portfolio managers.

RECOGNITON

RECOGNITION

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Advisory Team of the Year (Under 10 staff) Award of Excellence

Wealth Professional Canada has named Cumberland Private Wealth one of the top advisory teams of the year.  The list honours financial advisory teams who have displayed excellence in their value proposition, overall client experience, business acumen, innovation and industry reputation.

The Wealth Professional Canada excellence awardees were revealed at a gala held in Toronto on June 6, 2024. The list and the methodology WP uses to make the selection can be viewed here.

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Cumberland Portfolio Managers named Top 40 Under 40 Rising Stars

Wealth Professional Canada has named Cumberland Private Wealth Portfolio Managers Shawna Perron and James Nickerson to its list of  Top 40 Under 40 Rising Stars of 2023. The list honours financial advisors who are helping to shape the future of the wealth management industry.

The Wealth Professional Canada Top 40 Under 40 Rising Stars of 2023 list was revealed on October 31, 2023. The list and the methodology WP uses to make the selection can be viewed here.

All Three Kipling Funds Nominated for 2023 Canadian Hedge Fund Awards by Alternative IQ. To view the Top Contenders for the various categories in greater detail, please click here. 

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  • Equity Focused - Best 1 Year Return: Kipling Global Enhanced Growth Fund (2nd Place Winner)

  • Equity Focused - Best 5 Year Return: Kipling Global Enhanced Growth Fund

  • Equity Focused - Best 5 Year Sharpe Ratio: Kipling Global Enhanced Dividend Fund and Kipling Global Enhanced Growth Fund

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

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

  • Credit Focused: Best 5 Year Sharpe Ratio: 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 2023 Canadian Hedge Fund Awards were 
presented on October 17, 2023 at the Gala Awards dinner at One King West Hotel in Toronto, following The Canadian Hedge Fund Conference that afternoon.

5- Star Advisory team by Wealth Professional

To identify the 5-Star Top Advisory Teams, Wealth Professional asked investors across Canada to nominate their advisory teams and describe the key service offerings that set these teams apart and what value they provide to their clientele. For the purpose of this report, teams were classified as those consisting of three or more advisors. 

The WP team reviewed all nominations, examining how each team had made a meaningful contribution to their clients and the financial services industry, to narrow down the list to the final  5-Star Teams. The Wealth Professional Canada Best Wealth Management Teams in Canada: 5-Star Advisory Teams 2023 list was revealed on July 13, 2023. The list and the methodology WP uses to make the selection can be viewed here.

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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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Top Wealth Management Firm by AdvisoryHQ

A study conducted by California-based AdvisoryHQ News, which conducts independent reviews of top financial advisors, planners and wealth management firms has ranked Cumberland Private Wealth among the eight best in Calgary.

AdvisoryHQ rankings are independently researched and written. Firms are not even aware that they are being reviewed until after the review has been completed and published. In the end, less than 1% of considered firms are selected. The methodology Advisory HQ uses can be found here. 

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