Company Summary
Cumberland Private Wealth Management Inc. is a leading independent investment firm that provides discretionary investment management services for individuals, families and foundations with $1 million or more in investable assets.
Our clients have a full range of investment alternatives including domestic and international equities mandates, fixed income, income and specialized equity strategies as they come available.
Source: Cumberland Private Wealth Management Inc.
Unique Value Proposition
Principle #1:
Values Revert To The Mean
Greed can push market values to record highs and fear can drive them to new lows. But over time, values return to their long-term averages.
Principle #2:
Negativity Reduces Risk
The paradox of investing is that most investors see the most risk or opportunity when there is actually the least.
Principle #3:
Liquidity Trumps Economics
The flow of money has a greater impact on the market than traditional economic statistics. This is why economists make poor investors.
Source: Cumberland Private Wealth Management Inc.
AUM ($Bil)
2
Year Founded
1997
Key Personnel
Gerald R. Connor, Chairman
Charles R. Sims, FCPA, FCA, Chief Executive Officer and President
Peter Jackson, HBSc, MBA, CFA, Chief Investment Officer and Lead Manager, North American Equities
Address
99 Yorkville Avenue Suite 300
Toronto, ON
M5R 3K5