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Focus on how you want to live.

We’ll take care of the rest.

A Cumberland Private Wealth advisor can seamlessly connect your investment, retirement, tax, estate, and philanthropy plans, ensuring every detail aligns with your life and goals.

Focus on how you want to live.

We’ll take care of the rest.

A Cumberland Private Wealth advisor can seamlessly connect your investment, retirement, tax, estate, and philanthropy plans, ensuring every detail aligns with your life and goals.

Let’s talk about where you want to go—and how we’ll get there.

Start The Conversation

Go Far. Together.

The Cumberland Difference

Invested Together

We prosper when you prosper.

Exceptional Client Care

Your own dedicated Portfolio Manager.

Comprehensive Wealth Planning

New ways to make the most of your wealth.

Proven Results

Customized solutions & attractive performance.

Employee-Owned and Independent

Our advice is unbiased.

Invested Together

We prosper when you prosper.

Exceptional Client Care

Your own dedicated Portfolio Manager.

Comprehensive Wealth Planning

New ways to make the most of your wealth.

Proven Results

Customized solutions & attractive performance.

Employee-Owned and Independent

Our advice is unbiased.

Quarterly Outlook

Our review of the fourth quarter of 2024 and outlook

January 20th, 2025
Read time: 10 minutes

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Education Savings

A novel approach to funding your RESP

January 26th, 2024
Read time: 8 minutes

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Digital Investing

When You Should Consider Our Automated Portfolio Advisor Tool


Read time: 2 minutes

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ESG

Sustainable Investing at Cumberland


Read time: 3 minutes

Read More

More Articles

  • Listen to music

    instead of the markets.

  • Count stars

    instead of money.

  • Obsess over your business

    instead of your investments.

It’s a comfortable feeling, knowing your wealth plan is in place and your investments are well managed.  So comfortable, our clients tend to stay with us. So do their children. And their grandchildren.

It’s a comfortable feeling, knowing your wealth plan is in place and your investments are well managed.  So comfortable, our clients tend to stay with us. So do their children. And their grandchildren.