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About Cumberland Private Wealth Management
Cumberland Private Wealth Management Inc. is a leading Canadian wealth management firm offering comprehensive financial services to high net worth individuals, families, and foundations. Their services include investment management, retirement planning, tax optimization, estate planning, and philanthropy strategies. The target audience typically has over $1 million in investable assets. Their unique selling proposition is a personalized, fiduciary approach where their capital is invested alongside clients', ensuring aligned interests and a commitment to client-centric advice without sales commissions, providing transparency and independence in wealth management.
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