Cumberland Partners LTD
Cumberland Partners Ltd is a leading independent, Canadian wealth and asset management firm headquartered in Toronto, Ontario, with a second office in Calgary. The firm, founded in 1991, emerged from the combination of Cumberland Private Wealth, Cumberland Investment Counsel, and related entities, and specializes in serving high-net-worth individuals, families, and foundations. As of the latest available data, Cumberland Partners Ltd manages multiple lines of business and is privately owned by its employees. The firm employs approximately 35 people, prioritizing personalized service, customized wealth management solutions, and fiduciary responsibility.
Investment Strategy
Cumberland Partners Ltd follows a discretionary investment management approach, focusing on portfolio customization tailored to each client's specific needs and goals. The firm's strategy combines comprehensive wealth planning—including investment, retirement, tax, estate, and philanthropy—with active management and risk control, aiming for attractive long-term returns. They manage portfolios for high-net-worth individuals, families, foundations, and institutions, offering access to diverse asset classes and investment styles while prioritizing the alignment of interests through employee ownership and individualized advice.
Top Holdings
Equity Positions (169)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.97% | $86.2M | 173,204 | $117.52 | $497.41 | +$20.4M |
W WMT | WALMART INC | 4.94% | $71.3M | 729,170 | $61.86 | $97.78 | +$6.8M |
M META | META PLATFORMS INC | 4.38% | $63.1M | 85,495 | $240.26 | $738.09 | +$12.3M |
N NVDA | NVIDIA CORPORATION | 4.27% | $61.6M | 389,648 | $119.98 | $157.99 | +$26.8M |
S SPGI | S&P GLOBAL INC | 3.59% | $51.7M | 98,102 | $328.51 | $527.29 | +$2.4M |