Cumberland Private Wealth Management Inc.

Company Management

Cumberland Private Wealth Management Inc.

Investment Management Ca 60 employees

Employees: 60

cumberlandprivate.com LinkedIn

Cumberland Private Wealth Management Inc. Overview

Headquarters: Ca
Phone Number: Available in AeroLeads
Website: cumberlandprivate.com
Industry: Investment Management
Employees: 60
Founded: 1997
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Sophisticated discretionary investment management and wealth management.

About Cumberland Private Wealth Management Inc.

Cumberland Private Wealth is a leading independent wealth manager, built differently than most financial institutions and fund managers. The majority of our employees are partners and owners. We value free thinking and teamwork over hierarchies. We place no middlemen between you and the people managing your money, and we personally invest in the same strategies you do. We have helped families, individuals and foundations achieve their financial goals through careful planning, customized portfolio solutions and a rewarding client experience for over 25 years. How can we help you?

Cumberland Private Wealth Management Inc. Contact Details

People in AeroLeads: 4

Cumberland Private Wealth Management Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Scott Luik, Cfa	Portfolio Manager, Cumberland Private Wealth Management Inc. Portfolio Manager, Cumberland Investment Counsel Inc.	Toronto, Ontario, Canada	View
Alexandra Von Schroeter, Mba, Cfa, Idp-C	Managing Director & Co-owner Cumberland Partners	Toronto, Ontario, Canada	View
Sue Bolender	Assistant to the President & Chief Executive Officer at Cumberland Private Wealth Management Inc.		View
Christie Matwee Msc, Mba, Cfa	Portfolio Manager at Cumberland Private Wealth Management Inc.		View