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CUMBERLAND PRIVATE WEALTH MANAGEMENT INC.

Business & Finance Registered 01 May 2018

General Information

Official company information

Registry ID
1994394
Company Age
7 years
Registration Date
Registered Address
99 Yorkville Ave Suite 300, Toronto, ON M5R 3K5
Business Number (BN)
891259178
City
Toronto
Status Notes
2024-03-11
Email
N/A
Phone
Website

Official company website with more information about products, services, and contact details.

About CUMBERLAND PRIVATE WEALTH MANAGEMENT INC.

Company profile and description

Cumberland Private Wealth Management Inc. is a leading independent wealth manager that provides discretionary investment management services for individuals, families, and foundations with $1 million or more in investable assets. They offer a full range of investment alternatives, including domestic and international equities mandates, fixed income, income, and specialized equity strategies. Cumberland Private Wealth is a trusted fiduciary for families, individuals and foundations in Canada and abroad. Founded in 1997. In May 2018 Cumberland Partners Ltd., parent of Cumberland Investment Counsel and Cumberland Private Wealth Management Inc. (“CPWM”), merged with Perron Asset Management Inc. and its related entities.

Category

Business category and classification details

Primary Category
Business & Finance
Description
Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.

Additional Information

Detailed company information and status

Version
1826401578675863561
Hierarchy
parent
Entity Type
ONTARIO BUSINESS CORP.
Display Date
2018-05-01
Jurisdiction
ON
Status Notes
incorporated
Business Number
891259178
MRAS Entity Type
BCA

Company Contacts

Key contacts and leadership 3 total contacts

Name & Position Email Contact Number Fax Number
C
Charles R. Sims
Chief Executive Officer and President
-
-
-
P
Peter Jackson
Chief Investment Officer and Lead Manager, North American Equities
-
-
-
G
Gerald R. Connor
Chairman
-
-
-

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