Cumberland Private Wealth
Cumberland Private Wealth, based in Calgary, AB, is an independent wealth management firm that prioritizes a collaborative approach to financial planning. With over 30 years of experience, they focus on providing customized portfolio solutions and strategic advice that encompasses investing, tax, legal, and estate planning.
The firm emphasizes a deep understanding of clients' goals, ensuring that their investment strategies align with individual needs while maintaining a disciplined process to protect capital. Their commitment to education and transparent communication fosters a rewarding client experience, helping families, individuals, and foundations achieve their financial objectives.
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