Over the past decade, individuals, families, and foundations across Eastern Ontario have called upon Cumberland Private Wealth Management to help them grow and protect their wealth.
Today, as the world faces new economic challenges, our advice is more valuable than ever. In times like these, our clients can rely on the enduring investment principles that have guided us through decades of bubbles and recessions.
Whether you are building your career and capital, planning your retirement, stewarding assets for an important cause, or thinking about the next generations, we can provide financial planning and investment advice that align with your goals and can allow you to make a positive impact.
To learn more, please schedule a time to talk or meet.
Due to some possible COVID 19 restrictions, introductory meetings will be held over the phone and potentially a video or in person meeting can take place as a follow up.
Cumberland Private Wealth Management Inc.
The Woolen Mill
4 Cataraqui Street, Suite 108
Kingston, ON K7K 1Z7
Tel: (1) 613.929.1090
Cumberland Private Wealth is one of Canada’s leading independent wealth management firms. Since 1997, our team has helped clients achieve their financial and lifestyle goals through careful planning, advice and sound investing through customized portfolio solutions. We have served families and their related entities in Eastern Ontario for a decade and are proud to have offices that are part of Kingston’s recently established, diverse business community within historic The Woolen Mill.
Your experienced Client Portfolio Manager will work closely with you to develop a sound, bespoke wealth management strategy, drawing on the deep expertise of our Investment Team, a breadth of financial planning skills and our third party experts in tax, accounting and related disciplines to execute it seamlessly, and ultimately meet your lifestyle goals.