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Group Investment Program

Take the worry out of your employees’ financial future.

For employers looking to enhance employee benefits, Cumberland Private Wealth offers a Group Investment Program that employers can provide to their employees whether they are a new investor looking to establish a TFSA or RRSP or an experienced investor needing assistance managing their portfolio. The fully automated Cumberland Portfolio Advisor Tool (PAT) investment platform operates seamlessly to improve, simplify and modernize your employees’ investing experience.




Cumberland Private Wealth’s leading money managers are more accessible through the Group Investment Plan, as minimum account sizes have been waived.

 

Start your savings program for as little as $5,000.  Lower monthly or quarterly minimums for regular savings programs.




You will leverage your participation with that of your colleagues.  Benefits are passed directly to you and can have an impressive impact on your long-term growth.

Learn How PAT Can Work for You