Cumberland Private Wealth Management
218 King Street East K7L 3A6 Kingston, ON, Canada

Portfolio Manager Phil D’Iorio is cautiously optimistic on the global economies and markets. Find out why by clicking here.

A global pandemic, market recovery and a US election, where might we be headed? CIO Peter Jackson reviews the markets and our expectations into 2021. Click here to learn more.

The Canadian government continues to ensure citizens will endure these times of hardships. While there is optimism on re-openings and lower unemployment from the pandemic’s heights, Canada is funding its way through with debt. Learn about the impacts on the fixed income markets in PM Diane Pang’s latest review.

Last week, Portfolio Manager Phil D'Iorio wrote about US Technology and has now elaborated in a podcast interview, addressing the realities of today’s market, what we have learned from past cycles and what we might see this year and beyond.

Listen to a discussion led by our CEO Charlie Sims and CIO Peter Jackson, on the market impacts of the COVID-19 pandemic in the first half of this year, current market trends and our outlook looking to 2021.

The ongoing transition to a digital world, social media, and the migration towards cloud computing suggests the Technology sector is less dependent on overall economic growth. Learn more about investing strategically in Phil D’Iorio’s latest commentary.

We believe striking a balance between Value and Growth style investing is an important tactic to address the current investing environment. Learn more in PM Peter Jackson’s 2nd quarter review.

How confident will our governments be, together with the medical community, in allowing normal activities across Canada and how will these impact the markets? Read PM Diane Pang’s latest review.

Information Technology performed well in 2019 and is also outperforming so far in 2020. Portfolio Manager Craig Millar looks at the benefits of strong, long term, secular growth trends in his latest commentary.

If Covid-19 were a straw and the world markets a camel, you get the picture. In her latest commentary, PM Diane Pang looks at how Covid-19 broke the proverbial camel’s back.

In his latest commentary, CIO Peter Jackson looks at China and Italy as indicators of whether the North American economy is headed for recovery or recession. Learn more.

"Buy low/ sell high" probably the first adage one ever hears about investing which sounds easy enough. But in the rapidly shifting world of the markets, buying low and selling high isn’t nearly as easy as it appears.

On Friday March 6, 2020 we hit the slopes at Osler Bluff Ski Club for our annual ski day with clients and friends. Thank you to everyone who joined us for a wonderful day in the great outdoors.

Led by Cumberland PM Susanne Alexandor, last week we were a proud supporter of the official launch of The Dream Network led by Danielle Graham, bringing together Canadian organizations, investors, and startups, that operate within a space of diversity and inclusion. The network encompasses different programs and initiatives focused around opportunities for founders that face barriers to raising venture capital. Learn more:

Longest bull market in history and best performing decade. But what lies ahead for the global equity markets? Find out more in CIO Peter Jackson’s latest commentary.