Cumberland Private Wealth Management Inc.

Cumberland Private Wealth Management Inc.

Go Far. Together.

Scott Luik, CFA, Portfolio Manager

1-800-929-8296

https://cumberlandprivate.com/

300-99 Yorkville Ave. Toronto, ON M5R3K5

Cumberland Private Wealth is a leading Canadian wealth management firm deeply committed to your prosperity and invested in your future.

Since 1997, we have advised and served as a trusted fiduciary for some of Canada’s most established families, business leaders, professionals, individuals and foundations.

We bring a comprehensive range of independent wealth management expertise, innovative global investment mandates and a high touch service.

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Canada

8am - 5pm

Success Story:

Cumberland Private Wealth was established in 1997. We conservatively protect capital and manage investments for families, estates, endowments, trusts and municipalities.

“We were set up with Cumberland through an investment broker. The relationship began at a time when rates of return in allowable government investments were on a downward trend. Cumberland has done an excellent job in ensuring the protection of our capital and the best possible growth..."

- Josh Hunter, CPA, CMA Director of Finance County of Northern Lights

Awards, Certificates or Designations

  • Top Rated Wealth Management Firm - 2018 - Advisory HQ
  • Top Rated Wealth Management Firm - 2019 - Advisory HQ
I would highly recommend the team from Cumberland. Their market intelligence, attention to detail, value added services such as tax and estate planning from their team of professionals , create an excellent investment management experience for both advisors and their clients..."

- Chris Valardo, President, FHG Atlantic & Ontario