Cumberland Private Wealth is a leading Canadian wealth management firm deeply committed to your prosperity and invested in your future.
Since 1997, we have advised and served as a trusted fiduciary for some of Canada’s most established families, business leaders, professionals, individuals and foundations.
We bring a comprehensive range of independent wealth management expertise, innovative global investment mandates and a high touch service.
Deloitte provides audit & assurance, consulting, financial advisory, risk advisory, tax and related services to public and private clients spanning multiple industries.
Deloitte serves four out of five Fortune Global 500® companies through a globally connected network of member firms in more than 150 countries and territories bringing world-class capabilities, insights and service to address clients’ most complex business challenges.
Deloitte LLP is the Canadian member firm of Deloitte Touche Tohmatsu Limited, which is a network of member firms, each of which is a legally separate and independent entity.
Macor Capital Management is an independent, boutique investment consulting firm organized under the Canada Business Corporations Act.
Macor plays an important role by acting as a co-fiduciary or as an extension of your staff. We work diligently to develop well reasoned strategies that reflect our client’s unique objectives, risk tolerances and any mandatory ministry, government or regulatory directives. Preservation of capital in real terms is a fundamental consideration throughout our process.
Macor provides select investment services that are considered the primary levers for creating value and managing risk as outlined below:
-Investment Policy – Review and Implementation
-Strategic Asset Allocation
-Portfolio Construction
-Investment Manager – Selection and Oversight
-Custodian or Trustee – Selection and Oversight
-Performance and Risk Monitoring
-Governance and Fiduciary Review
-Tailored Education
We undertake searches and conduct thorough due diligence on investment managers, custodians and supply performance and risk monitoring. Our clients benefit from extensive research and tailored solutions designed to carefully manage risk.