Cumberland Private Wealth Management

Investment Management • Toronto, Ontario, Canada • 51-100 Employees

Company overview

Headquarters	99 Yorkville Avenue, 300, Toronto, Ontario M5R 3K5, CA
Phone number	+18009298296
Website	cumberlandprivatewealth.com
NAICS	5231
Founded	1997
Employees	51-100

Key Contacts at Cumberland Private Wealth Management

Sue Bolender

Assistant To The President & Chief Executive Officer

Charles Sims

President And Chief Executive Officer

Cumberland Private Wealth Management Email Formats

Cumberland Private Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@cpwm.ca), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@cpwm.ca	100%

About Cumberland Private Wealth Management

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 revenue & valuation

Annual revenue	$21,200,000
Revenue per employee	$392,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$67,700,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Cumberland Private Wealth Management has 21 employees across 8 departments.

Departments

Number of employees

Funding Data

Cumberland Private Wealth Management has never raised funding before.

Frequently asked questions

Cumberland Private Wealth Management is located in Toronto, Ontario, CA.

You can reach Cumberland Private Wealth Management at +18009298296.

Cumberland Private Wealth Management was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

Cumberland Private Wealth Management has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Cumberland Private Wealth Management

Sue Bolender

Assistant To The President & Chief Executive Officer

Charles Sims

President And Chief Executive Officer

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